• <abbr id="ck0wi"><source id="ck0wi"></source></abbr>
    <li id="ck0wi"></li>
  • <li id="ck0wi"><dl id="ck0wi"></dl></li><button id="ck0wi"><input id="ck0wi"></input></button>
  • <abbr id="ck0wi"></abbr>
  • <li id="ck0wi"><dl id="ck0wi"></dl></li>
  • Home >

    Risk And Opportunity Coexist In 2016

    2016/1/10 10:37:00 18

    Economic PressureDevelopment GoalFinancial Market

    The market performance for the first trading week in 2016.

    Wang Huan believes that the market crash is not caused unilaterally by the fusing mechanism, which will only increase the volatility of the market, but not the main reason.

    The fundamental risk points of market fluctuation include three points: the expiration of major shareholder's holdings, the expectation of RMB depreciation, and the downside risks of economic fundamentals.

    Before the new year's day, the market began to worry that lifting the ban on large shareholders would put pressure on the market.

    After the two blow up, on Thursday, the SFC issued an emergency policy to improve the relevant provisions of the reduction of major shareholders. Although the policy is far behind the market expectations, it will also play a positive role in stabilizing the stock market.

    Secondly, after the 8 / 11 exchange rate reform, the RMB depreciated. In the year 2016, the depreciation rate of RMB was relatively fast.

    From the international experience, devaluation will lead to interest rate rise and foreign exchange outflow, which will impact asset prices.

    In addition, China is facing economic pformation and upgrading, and there are too many uncertainties.

    Wang Huan believes that the biggest uncertainty in economic pformation is the risk of economic fundamentals. "Fundamentals will affect the stability of the financial system. If the real economy behaves badly, it will have a systemic impact in some industries".

    Although the stock market risk is quite large in 2016, rosefinch investment is optimistic about the 2016 market.

    Wang Huan said that this year there will be more exponential shocks or split stocks, so the key to investors' return is stock selection.

    In addition, although everyone is criticizing the fusing mechanism, the stock price caused by the two fuses has dropped sharply, and the current A shares may exist in 2016, one of the most absolute opportunities for absolute return.

    Why is there absolute opportunity to gain?

    Wang Huan thought, first of all

    Economics

    Although the basic level is not good, but now it does not seem to be too pessimistic, the economic probability in 2016 is at the bottom of the bottom or the bottom of the process, turning to the state of L shape.

    PMI rebounded in December 2015, indicating that all measures for steady growth have played a role, which can be seen as a sign that the economy has bottomed out.

    Based on the trend of economic structural improvement and the forecast of real estate investment growth in 2016, taking into account the policy's counter cyclical regulation and reform measures and reform measures, rosefinch investment is relatively optimistic about the growth of GDP this year.

    Secondly, from

    Profit

    In the future, China's future

    interest rate

    Or the downward trend of the trend, the fixed income asset allocation attractiveness is also declining.

    In this case, it is a general trend to increase the rights and interests allocation, and equity assets are the most benefited from reform and pformation.

    In addition, the performance of the stock market is improving.

    We can see that the funds are more likely to underestimate the investment targets of blue chips and traditional industries through the frequent listing of insurance funds in the preceding section.

    Some traditional industries are relatively mature and valuations are not expensive.

    The leading companies in these industries have also been actively making adjustments in the past two or three years. For example, department stores are heavily affected by online e-commerce, and some companies are actively pforming to e-commerce. These have certain investment opportunities.

    In addition, the entire market has been on the 3000 point, compared with last year's 5000 points, the investment cost performance has increased a lot.

    Fusing is not the only cause of a slump. Major shareholder's reduction in the lifting of the ban, devaluation of the renminbi and uncertainty in the pformation and upgrading of the economy are all the reasons for the decline in the A share market. In this case, although the 3000 point can not be determined whether it is the lowest point, it can be considered that the valuation has been relatively cheap. A shares may face one of the most determinate absolute return opportunities in 2016.


    • Related reading

    《2016年全球市場(chǎng)展望》發(fā)布

    financial news
    |
    2016/1/9 19:49:00
    10

    The Negative Effect Of Fusing Mechanism Is Greater Than The Positive Effect.

    financial news
    |
    2016/1/9 12:13:00
    24

    The Introduction Of Fusing Mechanism Has Gradually Stabilized The A Share Market.

    financial news
    |
    2016/1/8 20:55:00
    28

    Lining Released Earnings Preview This Morning To Stimulate Stock Prices Up 6.73%

    financial news
    |
    2016/1/8 9:43:00
    47

    The Central Bank Has Invested A Lot Of Liquidity Into The Market Through Open Operation.

    financial news
    |
    2016/1/7 20:16:00
    13
    Read the next article

    This Year, Financial Prudent Is King And Risk Aversion Is Heating Up.

    In view of the current situation of global economy and capital market, the fundamentals of the global economy will not change much in the short term, and the risk of capital market is still high. Investors should change their investment ideas and choose defensive strategies from the angle of risk avoidance so as to pursue healthy earnings.

    主站蜘蛛池模板: 精品亚洲成a人片在线观看| 国产大秀视频在线一区二区| 麻豆porno| 一级大黄美女免费播放| 成年女人看片免费视频播放器| 久久精品国产一区二区三区肥胖| 一级毛片美国一级j毛片不卡| 激情综合色综合久久综合| 日本免费网站视频www区| 欧美激情视频二区| 亚洲校园春色另类激情| 亚洲人成电影在线观看青青| 精品人妻久久久久久888| 动漫成年美女黄漫网站国产| 色妞妞www精品视频| 青青操国产在线| 把极品白丝班长啪到腿软| 国产a∨精品一区二区三区不卡| 亚洲欧美视频在线观看| 国产欧美在线观看精品一区二区| 波多野42部无码喷潮在线| 日韩一区二区在线免费观看| 好吊妞国产欧美日韩免费观看| 久久99国产亚洲精品观看| 国产精品女人呻吟在线观看| 亚洲六月丁香婷婷综合| 日本高清色本免费现在观看| 国产成人无码AV一区二区| 国产视频一区二区三区四区| 国内精品伊人久久久久av影院| 538精品视频在线观看| 18pao国产成视频永久免费| 国产一区二区三区不卡在线观看| 精品人妻系列无码一区二区三区| 啦啦啦手机完整免费高清观看| 鸭王3完整版免费完整版在线观看| 久久久无码精品亚洲日韩蜜桃| 久久99精品国产麻豆婷婷| 国产午夜无码精品免费看| 小婷又紧又深又滑又湿好爽| 亚洲精品中文字幕乱码|