JPMorgan: After the A-share market opens, Hong Kong real estate, consumer, and financial stocks will experience a pullback, but this is healthy.
Jpmorgan believes that the forward P/E ratio of the Chinese stock market has significantly rebounded, indicating that policies are shifting towards the direction of asset reflation released by the combination of monetary/real estate, also reflecting the market's high expectations for fiscal stimulus policies, but may be overly optimistic in the short term. After the opening of A shares, with more individual investors entering, their performance may outperform Hong Kong stocks.
The Political Bureau of the CPC Central Committee held a meeting to analyze and study the current economic situation and economic work
The Political Bureau of the CPC Central Committee held a meeting on September 26 to analyze and study the current economic situation and deploy the next economic work. ****, General Secretary of the CPC Central Committee, presided over the meeting.
CICC: Hong Kong's external demand continued to improve in the first quarter, but the real estate market is difficult to see a major turning point in the cycle.
The high interest rate environment continues to put pressure on the payment ability of local enterprises and residents in Hong Kong.
Two major bullish news suddenly broke out in Hong Kong!
As the July 1st approaches, bullish rumors about Hong Kong are frequent!
Exploring Hong Kong's Food and Beverage Retailing Industry! Merchants face difficult challenges, and the industry suggests embracing high technology
Since 2023, Hong Kong residents have set off a “Shenzhen fever”. However, in stark contrast to this heatwave, Hong Kong, which used to be a “shopping paradise” for mainland people, is slightly inferior in the consumer market.
Express News | State Administration of Immigration: Starting March 6, Xi'an and Qingdao can issue “personal travel vouchers” to and from Hong Kong and Macao