Successful People Firmly Optimistic About The Future Of China's Securities Market

2/3 of the successful Shanghai stock market investors are firmly optimistic about the market outlook. They also seriously study and analyze the empty view.

They believe that:

1., there is a certain relationship between Chinese and American stock markets, but mainly in the near future.

In the long run, it doesn't matter much.

China's RMB is not convertible under capital account. It is a closed market.

And if the US stock market goes down, more capital will flow to emerging markets such as China.

In addition, some scholars believe that the US economy is generally healthy.

2., there is downward pressure on China's real economy, but there is no positive correlation between China's stock market and China's stock market.

The real economy has increased 127 times since 1978, and the Chinese stock market has been to 2100 points in 2001 as early as 2001. Now it is only more than 2900 points. Therefore, the Chinese stock market is also likely to pour into large quantities of funds when the real economy is hard to make.

(for example, the first 4 months of 2015).

3. bank bad debt problems may stimulate managers to do everything possible to improve the stock market in order to resolve their crisis.

(when the Clinton era was in the US, it also lost a lot of government debt).

4. Yuan Renminbi

No problem; China has more than 3 billion US dollars in foreign exchange reserves.

The world's number one.

It is also the first export country; the surplus of successive years; how to depreciate in a deep way; if the RMB really forcibly and deeply depreciates, it will lead to depreciation of the US dollar and other currencies, and there will be a A demotion. What is the significance of the repeated queuing of B, C and D? More scholars have pointed out that the purchasing power parity of the people's currency is 1:3.6. If we really let go of it, do we still know whether to depreciate or appreciate it? There is no sign of a significant depreciation at present.

As long as this contradiction is resolved, many people will be optimistic about the future market.

5., "lowering the standard" is actually more powerful than "reducing interest rates".

"It is a machine gun submachine gun, so we can not belittle".

6., the property market is rising only in the north, Guangzhou, Shenzhen, Hangzhou, and Suzhou (cities). Most of the cities in the second and three tier cities are not rising (Changsha has fallen by one thousand yuan per square meter). This pattern is most beneficial to the stock market: first, the steel, cement, glass and furniture industry can slow down (they will also drag the stock market down) and have a neutral preference for the stock market.

In addition, the northern Guangzhou Shenzhen housing market has risen, but it is already very high, and the increase is limited.

M2 up to 140 trillion yuan of funds, some of which can be completely hot in the housing market, the stock market to better.

7. North Korea nuclear explosion and China

The wind and horse are not alike.

(last time the missile was tested on the Taiwan Straits to protest against Li Denghui's visit to the United States, he declared that "the theory of one country on one side", Taiwan's stock market plummeted, and the stock market in mainland China also rose.

In addition, people mentioned that bank interest rate is 1.5%, which is the lowest interest rate in the history of new China.

People are very dissatisfied with the interest rate, and more people will enter the stock market.

In addition, people focused on the views of the new chairman Liu Shiyu.

Some people spoke highly of him.

An expert who knows him says that he never believes in "ocean returnees", and pays more attention to China's actual conditions.

His speech at the National People's Congress (NPC) was postponed indefinitely, and the "registration system" was actually lifted, which is the sword of Damour and Chris, which hangs on 140 million heads of people.

And expressed sympathy and responsibility for many investors' losses.

This is what the previous SFC leaders have never seen before.

In short, the most influential market participants in Shanghai are optimistic about the market outlook, and think that there should be at least one wave of rebound.