FCHMAIN FTSE China H50 Index Futures(NOV4)
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FTSE China H50 Index Futures(NOV4) News
Foreign chief executives speak out intensively: strong, rebound, continue to "high allocation" to the Chinese stock market
Recently, chief economists from foreign institutions have been speaking intensively, with strong, rebound, and high allocation becoming key words when discussing the performance of china's economy and financial markets.
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 | Goldman Sachs expects that the msci chinese index and csi 300 index will rise by 15% and 13% respectively in 2025.
Goldman Sachs: Bearish on Hong Kong stocks and downgraded its rating to "shareholding", more bullish on the mainland stock market.
In terms of sectors, Goldman Sachs recommends that the investment portfolio overall leans towards the consumer industry.
On the tenth anniversary of interconnectedness, regulatory authorities from both regions made significant statements!
On November 18, the "10th Anniversary Connectivity Summit Forum" was held at the Hong Kong exchange.
[Focus on Asia Market] A bullish news suddenly spreads in china! Samsung Electronics provides support, leading to a significant rebound in gold, approaching 2600.
Driven by the rise of Samsung Electronics and the boost in the Chinese stock market due to stronger signals of policy support, Asian stock markets saw a slight increase on Monday (November 18).
gtja: How will the Hong Kong stock market perform after the usa election?
After Trump takes office as president of the usa in 2025, China-US trade may continue to negotiate. Unlike 2018, the Hong Kong stock market has currently priced in, and compared horizontally, the valuation level of the Hong Kong stock is at a low point.
Last week, overseas funds accelerated inflow into Hong Kong stocks. Institutions stated that a "policy window" may be approaching in the near future.
①How much does external liquidity affect the Hong Kong stock market? ②What are the current hold positions strategies for Hong Kong stocks?
China International Capital Corporation: Trump 2.0 accelerates economic recovery, with ckh holdings and small cap styles favored.
The recovery of the fundamentals will continue to drive the cyclical sectors such as discretionary consumer goods, capital goods, and raw materials, and before the implementation of Trump's tariffs, it will be bullish for the relevant domestic export sectors (seizing exports).
Schroder: China is actively promoting economic growth in conjunction with the usa's moderate interest rate cut outlook, improving investment prospects in asia.
Schroders' Chief Investment Officer of Diversified Assets, She Kangru, stated that looking ahead, Schroders remains optimistic about the overall fundamentals of the Asian bonds market, especially after the bond index has undergone adjustments with lower quality companies being excluded, particularly high-yield real estate firms.
Express News | CSRC: Further improve the overseas listing supervision coordination mechanism.
Viewpoint | What is the outlook for Hong Kong stocks after the pullback?
Under the assumption of an overall volatile pattern, the shift in structure from 'gradually layout on the sluggish left side, moderate profit-taking on the exuberant right side' seems to be an effective strategy. In terms of industry, we recommend focusing on three categories: industry consolidation, policy support, and stable returns.
Bank of America’s Hartnett: The investment market shifted before the inauguration in January, allocating to U.S. treasuries, Central and Eastern European stock markets, and gold.
Hartnett stated that as american financial conditions tighten, investors' expectations for usa growth and inflation increase, leading to a shift in the belief of substantial shareholding in american stocks. It is recommended that investors adjust their investment portfolios before Inauguration Day in January, focusing on chinese and european stock markets as well as gold; if the yield rises to 5%, buy US Treasury bonds.
The interconnection mechanism has reached its tenth anniversary! How will the Hong Kong stock market perform next?
At a critical moment, paul chan mo-po made a significant statement.
Big move! Hong Kong Exchanges and Clearing Limited plans to launch the Shanghai-Hong Kong Stock Connect China Enterprise Index. How will the market interpret this?
Hong Kong Stock Exchange makes a big move!
China Securities Co.,Ltd.: The pullback has been more sufficient, and now is a highly cost-effective time to layout Hong Kong stocks, with the technology sector being the most recommended.
Hong Kong stocks have been continuously correcting since October 8, with the hang seng index dropping more than two-thirds of the gains made from September 25 to October 7. During the correction period, there have been both bullish and bearish factors, so the current decline in Hong Kong stocks should be considered relatively ample. With the recent decline in Hong Kong stocks and the divergence in trends between Hong Kong and A-shares, the valuation of Hong Kong stocks and the AH premium again reflect high cost-effectiveness. Currently, Trump's victory has impacted the trend of Hong Kong stocks, but in the medium term, Trump's policy proposals are favorable for Hong Kong stock liquidity. Therefore, it is believed that following the end of the short-term impact, Hong Kong stocks may welcome a rising market, and this is an extremely cost-effective time to invest in Hong Kong stocks, particularly recommending the technology sector.
Express News | China Securities Co.,Ltd.: After the short-term impact is over, Hong Kong stocks may welcome an uptrend.
"Smart money" betting on the rise of China: In Q3, the prototype of the "Big Short" increased its shareholding in Chinese concept stocks such as Alibaba, jd.com, while the new fund star Keystone initiated positions in three major Chinese concept ETFs.
In the third quarter, the fund under Michael Burry increased its shareholding in Alibaba by 0.045 million shares to nearly 0.2 million shares, doubled its hold positions in jd.com to 0.5 million shares, and increased its shareholding in baidu by 0.05 million shares to 0.125 million shares. At the end of the quarter, it held three Chinese concept stocks valued at 54 million dollars, accounting for 65% of the total fund's stock holdings. Meanwhile, the fund bought corresponding put options for these three Chinese concept stocks to hedge risks.
China Securities Co.,Ltd.: Now is the most cost-effective time to layout Hong Kong stocks. The technology sector is the most recommended.
CSC Securities stated that after the short-term impact is over, Hong Kong stocks may usher in an upward trend. It is now a very cost-effective time to lay out Hong Kong stocks, with the technology and internet sector being the most recommended.
First time triggered! The Hong Kong Stock Exchange announces: The typhoon does not stop trading!
First trigger. On the evening of November 13, hkex announced that due to the Hong Kong Observatory hoisting the Typhoon Signal No. 8 at 11:10 pm, the adverse weather trading arrangements would take effect. All markets under the hkex, including the post-closing trading session of the derivatives market, will continue to operate as usual. This is the first time since September 23 this year that hkex decided to maintain trading arrangements under adverse weather conditions and triggered the new rule of "no trading halt during typhoons". It is understood that hkex used to close the market whenever encountering extreme weather conditions such as typhoons and heavy rain.