Express News | The China-US Financial Working Group held its sixth meeting, where both sides communicated on topics such as the macroeconomic and financial situations of the two countries, monetary and financial policies, financial stability and regulation, and capital
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.
Bullish news is here! The unexpectedly positive data, foreign institutions continue to be bullish on the Chinese stock market.
In recent trading days, A-shares have remained volatile, but the market trading atmosphere remains active, and the financing balance continues to rise. At the same time, multiple foreign institutions have spoken out, continuing to be bullish on the Chinese stock market.
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.