Moody's sounds the alarm: Two major policy risks could trigger a severe correction in the US stock market!
Moody's chief economist specifically pointed out two policies proposed by Trump that could pose serious risks to the stock market, and he anticipates that the market will "consolidate."
"One sign, multiple lines" and "one line a week" will be implemented, with a significant increase in search volume for Hong Kong and Macao destinations!
On November 29th, the Exit and Entry Administration of the People's Republic of China announced that, with the approval of the State Council, the "one sign, multiple trips" policy for traveling to Hong Kong will be implemented in Shenzhen, Guangdong Province, the "one week, one trip" policy for traveling to Macau will be implemented in Zhuhai, and the "one sign, multiple trips" policy for traveling to Macau will be implemented in the Hengqin Guangdong-Macao Deep Cooperation Zone.
"One sign, multiple lanes" and "one week, one lane" will be implemented, making travel to and from Hong Kong and Macau more convenient.
According to the announcement of the Exit and Entry Administration, with the approval of the State Council, the Exit and Entry Administration of the People's Republic of China has decided to implement the "one visa multiple entries" policy for traveling to Hong Kong in Shenzhen City of guangdong Province, the "one trip per week" policy for traveling to Macau in Zhuhai City of guangdong Province, and the "one visa multiple entries" policy for traveling to Macau in the Hengqin Guangdong-Macau Deep Cooperation Zone.
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.