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2020年7月12日星期日

Money is no longer loose, stocks continue to rise

 10 days ago, My blog judged that the Chinese stock is going to rise,10 days later the stock is up 20%, please continue to hold the stock, and will continue to rise.

In the last week, the stock market did get a little excited, although it fell on Friday, the whole week is soaring, the Shanghai index rose 7.31% a week, the GEM rose 12.83%. So the news of cooling the stock market, also in-ear.


 At the press conference, a spokesman for the CBRC stressed:" At present, it is particularly necessary to strengthen the supervision of the flow of funds, regulate cross-market fund exchanges and business cooperation, strictly prohibit banks and insurance institutions from illegally participating in over-the-counter allocation of funds, strictly investigate the indiscriminate use of leverage and speculation, prevent the creation of asset bubbles, ensure the real flow of financial resources to the most needed areas and links in the real economy, and guide the flow of funds to the real. Speaking of future risk challenges, the spokesman said that some market chaos rebounded, high-risk shadow banks resurrected, some with new forms and new features attempted to return. Corporate, household and other sectors of leverage increased. Some of the money went into the housing market, pushing up the asset bubble. So some people began to panic again, it seems to hear a little bit of bad news recently, first of all, the SFC matching, national team reduction, the central bank financial data is not expected, this cbrc began to pour cold water, what exactly mean?

In addition to the central bank's financial data, it does represent that the currency is no longer loose, a few other news is no shadow of the matter, the matching funds have already been checked out, and this wave of rising has nothing to do with it, national team exit, strategic is larger and very small, is the daily operation, the CBRC this statement, is completely cliche, which he almost always said. Corporate household sector leverage ratio increased, with the stock market has no relationship with the gross, the flow of funds irregularities, is obviously more risky property market. Take business loans and repeated mortgage to buy a lot of housing, and speculation almost no, the market burst to now, a total of half a month, you even a set of loan procedures are not finished, so do not rush. Secondly, some things you have to listen to, like an exam, the invigilator repeatedly stressed, strict prevention of cheating, originally want to cheat, also put away the note. That is to say, there is a great difference between pre-regulation and post-regulation, the results of pre-regulation are true and effective, and after-regulation to deduct water. The CBRC now emphasizes that it is strictly prohibited for banks and insurance institutions to participate in off-site capital allocation and strictly investigate and increase the speculation of leverage, which shows that this wave of the market has nothing to do with leverage. Third, why does the market always scare people with this bullshit news? That shows that catering to the mentality of investors, most investors do not want to rise, do not believe that this is the Daniel market. Show that the market is still hesitant, in hesitation, investors are still waiting for the market to cool down, and then get on. It also shows that there are still a lot of OTC funds. At the end of the bull market, the news won't come out at all, because no one believes that everyone will say a word, the state will not let the stock market fall, the stock market will fall the economy is over. So, on the whole, we are actually very happy to see this news, the more negative news, the more suspicious the investor mentality, because the media are all crowd, the media know what everyone wants to see, so will push out what everyone wants to see, interesting things, but this is actually the reverse indicator of investment. It's just one of the signs that the market has no end. Bad news, combined with a mid-term adjustment, would scare off most investors. Any time the market has always been like this, the vast majority of people are 3 yuan to buy,4 yuan sold, bag for security, and so on callback, and then rose to 8 yuan, can not sit down, began to raise more funds, to 9 yuan really can not help but rush in, the result of 10 yuan to the top, instantly fell to 4-5 yuan, the last small money did make a little, but eventually big money, but lost half.

 Finally, as a financial mold maker to highlight, although I look short on the property market, see more stock market, but also do not advocate selling house speculation, let alone recommend borrowing money speculation, no matter how high the stock market, this is a no return road, any big bull market, there are countless returns in the middle, sometimes the retreat is very scary

2013年4月2日星期二

Protect Chinese stock investors----Chinese Mold Maker Dream

I am a china mold maker and injection molding products in the real economy , virtual economy but I care about, because the real economy in China do not make money, do real estate stock to make money, but now the stock market is very bad.April 1 is April fool's day. From April 1, however, within the territory of Hong Kong, Macao and Taiwan residents can open A shares account with relevant documents is true news. It's A message even published in professional securities news headlines, relevant report said, in Hong Kong, Macao and Taiwan residents to fry A shares can bring tens of billions of funds in the market.Tens of billions of funds into the market, a-share market is keen to tens of billions of money if it can be rescue, that it serves to show the current a-share market low to what degree. Actually, relative to the current a-share market value of up to 23 trillion shares, tens of billions of money this is nothing. But the a-share market as A "big thing", this indication a-share market hungry for money.Recently, in fact, for more than A year, a-share market is suffering from A "hungry" funds, slowing in domestic investors entering the market, even evacuated from the a-share market, under the background of management to increase the strength of foreign capital introduction. QFII quotas increased to $80 billion, and by the end of January this year has approved nearly $40 billion. RQFII lines increased to 270 billion yuan RMB, by the end of January has approved 70 billion yuan. And RQFII lines will also be an increase of 100 billion yuan for a pilot project in Taiwan. In this context, open again in Hong Kong, Macao and Taiwan residents to fry A shares, in theory can be introduced into the tens of billions of capital market.Opened from the long-term development of China's stock market, foreign capital to enter the Chinese market channel is necessary. As A step by step towards opening the market, a-share market development requires foreign investors to participate in, also include Hong Kong, Macao and Taiwan regions residents participate in. However, at present, the development of the stock market, for QFII and RQFII's influence on China's stock market is still limited, the stock market is not necessary to put eyes on foreign capital, the foreign capital also includes Hong Kong, Macao and Taiwan, it is impossible to become the a-share market bailout of the Lord. For the development of China's stock market, is the fundamental to domestic investors.In the stock market there is a jargon, is called "just stocks never short of funds, lack of confidence". From the investment point of view, whether QFII quota, with $80 billion or RQFII of 270 billion renminbi, or the tens of billions of yuan, Hong Kong, Macao and Taiwan residents on the a-share market, it is not necessary to rare, a-share market is not lack of this A few money. As long as the a-share market can give investors with confidence, otc money will roll in, hundreds of thousands of million of bank deposits is the strong backing. Domestic investors' money is enough to support the development of China's stock market, the key lies in China's stock market is to be kind to domestic investors, investors can obtain the necessary return on investment in the stock market, investor confidence in the stock market. Otherwise, the stock market for financing services all the time, always damage the interests of investors and domestic investors can only say goodbye with the stock market. Even if the introduction of foreign capital, it is hard to provoke the Chinese stock market of girders.In addition to the QFII and the RQFII in funds with domestic investors can't far away, on the choice of the market, a-share market is obviously not the only option for QFII and the RQFII, at the same time, it is not preferred. Hong Kong investors, for example, compared with the a-share market more mature of the Hong Kong stock market is their key battleground, a-share market is only one kind of them "vacancy". Instead, as domestic investors, a-share market is not only A choice, is the main, or even the only option for many domestic investors. Therefore, in the face of domestic investors, the stock market should be more to be kind to them.Moreover, from the point of view of better introduce foreign capital and domestic stock market also should be kind to domestic investors. Foreign capital to enter the Chinese market, the will, of course, first to understand the Chinese stock market. If China can't treat domestic investors to stock market, foreign funds and how do you dare to involvement in China's stock market. Even the money seduced came in, also will not necessarily take these money into a-share market. In fact, an abandoned market by domestic investors, is unlikely to pose a appeal to foreign funds. China's stock market only by domestic investors, to win the favour of foreign investors.