Institutions: By March next year, the macro narrative cannot be observed and verified, liquidity will support the index to fluctuate upwards.
From now until the major conferences in December is the period for policy validation and observing macro data. From the end of December to early March next year usually falls under a window period for domestic macro data and policies. Attention should be paid to changes in market liquidity and improvements in economic indicators, while maintaining patience and resilience during the short-term policy vacuum period of one month, waiting for the new round of policy initiatives.
Highly configured A-shares and Hong Kong stocks! Goldman Sachs' 2025 outlook for the china economy is here.
In terms of the stock market, goldman sachs maintains its investment recommendation to overweight A-shares and Hong Kong stocks, and still favors A-shares in the short term, because compared to Hong Kong stocks, A-shares are more sensitive to policy easing and personal investment fund flows, which have a more bullish effect. It is expected that the msci chinese index and csi 300 index will rise by 15% and 13% respectively by 2025.
More foreign capital announces increased investment in china! Has the recent adjustment come to a temporary halt?
Another foreign giant has announced an increase in investments in china assets.
Express News | Another foreign giant has announced an increase in investment in china assets.
Express News | Wu Qing: We welcome both long-term and short-term investments. What the market needs now is to unblock the bottleneck of long-term capital entering the market.
The latest statement from the National Development and Reform Commission: The "new two" policy will be strengthened and expanded.
Source: China Brokerage On November 19, the National Development and Reform Commission held a press conference. At the meeting, Li Chao, Deputy Director of the Policy Research Office of the National Development and Reform Commission and the Commission's spokesperson, responded to key issues in several macroeconomic areas. Here are the key points of the response: 1. It is expected that the economic operation in November and December will continue the upward trend since October; 2. Overall, the basic trend of China's economic recovery and long-term improvement remains unchanged, and we are full of confidence in this; 3. The National Development and Reform Commission will also study and propose policy measures to further increase support and expand the scope of support in the future, to be implemented in a timely manner after relevant procedures are completed.