In the city nor the wait-and-see, is not a problem. Capital market surging up, let the hands have spare cash people restless. United States once again loose, inflation, currency devaluation, hot money race left, flush right process ... All indications are that the stock spring seems irresistibly. The question now is, how deep this entry because the pessimist are not unfounded, global mobility of total valve can't always turned on, if inflation is unbearable, that deflation is not far away.
25 October, China A-share and usher in a celebration of the "red Monday," Shanghai is not only rose 76.38 point, return to the 3000 points. In fact, not only the Chinese stock market indices in very rushed to force up to external markets will continue to have good news: u.s. stocks even risen for three weeks, the European stock markets started the week, Malaysia, Korea stock exchange-new high ... Global market of collective rise is not by chance, a strong worldwide Bull prologue has been unknowingly began.
Four signal support bull market
A few weeks ago, the Chinese shareholders still cherishing "3 times" good times, and several weeks later, already have bold market investors aim to 3500 points.
As of October 25, closing, closed the 3051.42 point Shanghai, up 2.57%, the highest since April of this year's closing since 19 new high; Shenzhen Stock Exchange into a closed 13734.20 points, up 3.85%. Shenzhen City day total turnover 4454 on Friday to $ 25% magnification. In addition, szse SME index closing surge 2.91%, index new high since publication; and the gem means you receive high 2.53%.
Sinolink securities macro-policy analyst Tao Jing gang in the acceptance of the international financial newsletterâ reporter said, "we are the future of the market situation in the short and very optimistic, we can say that a structural bull market has already is in the start phase. "Of course, Tao Jing has just pointed out that the market for this kind of" optimistic "comes from the multifaceted, bull market has also showed multiple signals.
First of all, from the macroeconomic perspective, the macro-economic bottom has already occurred, the next two or three quarters economy will render up to go. After adjustment, at present, China's economy to investment, export dependency on the decrease, on the consumption of dependency on the rise, which makes economic growth more healthy and more sustainable. Second, market liquidity, because the United States by low inflation and high unemployment rate, makes global monetary environment is relaxed, and this liberal take more time. Even if emerging market countries have tightened measures to protect against inflation, but the total global liquidity is the opening of the valve, liquidity remained relatively comfortable. Third, the growth in relatively stable performance of listed companies, Tao Jing was listed on the Shanghai and Shenzhen is expected next year there will be 20% performance increase. Fourth, valuation, the current market valuation of the overall dynamic of 17 times, still at historically low levels, attractive valuation comparison.
On the basis of the above four signal, Tao Jing gang that now "on the cow" is not "bragging", 3000 points will not be the end of the current market, 3000 points after stock index will continue "to force". 12
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