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The offshore RMB fell more than 900 points in a day, how will the US election affect RMB assets? Short-term RMB may be under pressure.
①Institutions believe that Trump's victory would put pressure on the Renminbi; ②Under the resonance of rate cut trades and seasonal settlement demand, the Renminbi depreciation pressure will be significantly relieved at the end of this year or the beginning of next year; ③Institutions believe that if short-term downside risks have been fully priced in, it is worth considering increasing holdings of Chinese stocks.
Uncertainty has been digested! Goldman Sachs remains bullish on China stocks: expecting a 20% ROI in the next year, with A shares outperforming H shares in the short term.
Goldman Sachs believes that the profit correction trend in the Chinese market has stabilized. They will maintain a shareholding position in the internet plus-related industry, service industry, and dining industry. It is expected that A-shares may outperform H-shares in the next three months, and the EPS of the MSCI Chinese Index in the following two years is expected to grow by 12% each.
The twelfth meeting of the Fourteenth National People's Congress Standing Committee reviewed the proposal to increase the debt limit of local governments to replace the hidden debt.
The 12th session of the 14th National People's Congress Standing Committee held its first plenary session on the morning of November 4th at the Great Hall of the People in Beijing, chaired by Chairman ****.
500 billion yuan! The central bank's first implementation of buy-back reverse repurchase, what is the impact on the market?
Looking at the comprehensive use of various monetary policy tools, the central bank injected net long-term liquidity of over 600 billion yuan in October, maintaining a relatively large net injection intensity. The central bank did not disclose the interest rate of this outright reverse repo operation, and Mizuho Securities believes that the effect of the 500 billion yuan injection is equivalent to a 25 basis point reserve requirement cut.
Goldman Sachs firmly calls for the rise of Chinese stocks: expected to rise within 2-3 months after the US election!
①Goldman Sachs strategists' latest forecast predicts that Chinese stocks will rise within two to three months after the US presidential election; ②The firm believes that China's economic stimulus measures have created the so-called "policy put options" to protect investors in the Chinese stock market from the impact of declines.
Goldman Sachs continues to be bullish on the Chinese stock market: it will rise within 2-3 months after the US election.
Goldman Sachs believes that China's economic stimulus measures have created the so-called "policy put options", which can protect investors in the Chinese stock market from the impact of declines.
Southbound funds regain pricing power, is it time for opportunities in the Hong Kong cni mid-small cap.index?
Source: Wall Street News, Author at CITIC Securities: Xu Guanghong, Wang Yihan. CITIC Securities believes that with the continuation of inflows of Southbound funds and no significant shift in foreign capital yet, the middle-small cap may have a greater opportunity compared to large cap. However, insufficient liquidity and performance volatility in small caps make middle cap a better choice at present. From the perspective of valuation and performance matching, industries such as medical care, real estate construction, utilities, and technology news are more worthy of attention in the middle cap. After the policy package was announced on September 24th, Hong Kong stocks experienced a significant increase, with the small and medium-sized caps outperforming the large caps, a relatively rare occurrence in history. Looking back in history, since 2019, Southbound funds have been significant.
The USA election is entering the final countdown, and these markets have become "safe havens".
①In the final sprint of the usa election, investors are selling the Japanese yen and instead investing in cash, India, China markets, as well as some assets in Singapore dollars; ②Pictet Asset Management stated: "We actually think that China is a good place to hide."
Continuous strong policy combination, is the new bull market in Hong Kong stocks not over yet?
Following the strong stock market liquidity boosting measures and a basket of policy measures to stimulate economic growth announced by the Chinese government, the banking industry giant headquartered in the United Kingdom, HSBC, stated that the trading activities of its clients in Hong Kong stocks have significantly strengthened.
Futu Morning Post | Chinese concept stocks lead the US large cap market! The Jinlong index rose by more than 4%; Nomura warns: the market is hedging excessively against Trump trade, may see a 'Harris accident'.
Apple released the iMac with the M4 chip, the first batch of AI features officially implemented; US oil plunged by over 6%, the worst in over two years, Citigroup lowered its oil price target; Bitcoin traders once again look to surpass the $0.07 million mark, with funds flowing into US etf.
State Council: Strengthening support for reproductive services, establishing a maternity subsidy system.
1. The "Several Measures" proposes a series of fertility support measures from four aspects. 2. The first is to strengthen fertility service support. 3. The second is to enhance the construction of childcare service system. 4. The third is to strengthen support measures for education, housing, employment, etc. 5. The fourth is to create a fertility-friendly social atmosphere.
The central bank has once again introduced a new liquidity management tool, suitable for the habits of overseas investors, which can better hedge the concentrated maturity of MLF by the end of the year.
1. This is also a new tool introduced by the central bank after temporary reverse repurchase agreements and government bond transactions since the beginning of this year; 2. The term of the bond repurchase shall not exceed 1 year, which can further enrich the liquidity management tools and better hedge against the concentrated maturity of MLF before the end of the year; 3. Overseas investors are more accustomed to the buy-back agreements commonly used internationally.
"No rate cut"! The central bank continued to reduce the scale and maintain the price, renewing 700 billion yuan MLF.
This month, the central bank has 789 billion yuan of MLF maturing, net withdrawing 89 billion yuan RMB in this MLF operation, while on the same day the central bank conducted a net injection of 184.2 billion yuan in reverse repos, achieving an overall net funding injection of 95.2 billion yuan.
Daiwa: The Central Bank's new policies are implemented, and the A-share sentiment index has risen significantly within a week.
The Morgan Stanley MSASI index, which measures A-share investor sentiment, rose by 23 percentage points to 105% on October 16. Morgan Stanley believes that the current market valuation already includes a significant amount of optimism, expecting high volatility in the short term, and recommends focusing on stocks with high dividend yields and companies with good earnings visibility.
Express News | The central bank: conducted a 700 billion yuan medium-term lending facility (MLF) operation, with a winning bid rate of 2.00%.
41 companies have sent a joint letter! The difficult issue of liquidity awaits resolution, and the threshold of the Hong Kong Stock Connect is like the "Rashomon" gate.
Small and medium-sized market cap companies in Hong Kong face liquidity challenges and hope to attract more funding attention.
Short sellers are retreating in large numbers, with the short selling activity in the Hong Kong stock market hitting the lowest level since 2021.
Global X ETFs Investment Strategist Billy Leung stated that the risk-return ratio of mainland china and Hong Kong stock markets is currently skewed to the upside, which means that the risk of shorting is higher now, therefore reducing short positions.
Futu Morning Post | Record again! Nvidia's strong rise of over 4% hits a new high, market cap approaching Apple; bullish sentiment surging! Hedge funds panic-buying US stocks.
Multiple Fed officials have spoken out in support of gradual interest rate cuts, leading to a sharp drop in long-term US Treasury bonds; Latest polls: Trump and Harris are neck and neck in 7 key battleground states; Qualcomm has released a new version of its smart phone chip, shifting towards self-research.
Something miraculous is happening in the stock and property markets!
Recently, with the strong push of policies, market confidence is being restored. From the news reported last weekend, both the stock market and real estate market have seen positive developments, indicating the initial effectiveness of the policies.
In the institutions sector, Hong Kong stocks are currently experiencing a volatile structural market, with catalysts likely to trigger a rebound.
However, the market is expected to consolidate at this level, without completely retracing the gains of this round, and to experience a pulse-like rebound under certain catalysts.