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The A Share Of Cattle In Concussion Helps China'S Economic Restructuring

2015/3/17 14:51:00 15

A ShareChina'S EconomyStructural Pformation

After the subprime mortgage crisis, the US stock market rose with quantitative easing. Without any basic support, it remained unsuspense from 2009 to 2014, and finally returned to the 5000 point of NASDAQ as a symbol.

As the Fed's economic recovery has been confirmed, the Fed's interest rate hikes are expected to rise, and US stocks are beginning to fluctuate.

At present, the view of the US stock market is tit for tat. It is thought that the overvalued people are already reducing or shorting. Of course, more people continue to sing more.

The volatility of the US stock market is intensifying, which means that the US economy has already been able to resist the market fluctuation. The evidence is that the recovery of employment and financial stocks are out of crisis and the new economy is favored.

In March 13th, data from the S & P Dow Jones index showed that dividend payments for financial stocks accounted for 15.1% of the dividend of the S & P 500 index over 14.8% of technology companies.

The big banks can repay the government's emergency funds through the stress test and redeem their freedom. They can boldly buy back and send dividends, and the future dividend payments may be further improved.

The US economy has improved and the support of monetary policy has shifted. The listed companies are faced with a series of unpredictable risks such as interest rates, taxes and commodity prices.

Good policy is going to pass. What we do not know now is when the new policy boots will come down, but it will always fall.

This is the trend of US stocks expected to be decided.

What is the trend of the A share market? How can we take the bull in the turmoil? It is very possible to help China's economic structural pformation with the stock market.

In the short term, capital is the first, though

monetary policy

Still steady, but all the people are waiting for the next landing time.

In any case, monetary policy is not possible to return to austerity, and the future will be more relaxed than step by step. The more optimistic policy is expected to be the first step in capital market entry.

Coupled with the legendary pension market, it also contributes to the momentum of liquidity.

At present, apart from pay as you go, the pension fund has accumulated 3 trillion and 60 billion yuan. This part of the fund has a certain proportion to enter the market. Although it is uncertain how much it is, some media have begun to think about "trillion pension market" and imagine it as a big bull market after the implementation of the US 401K plan.

The real people can shout loudly, not necessarily trillion, China's endowment insurance fund entering the market is essentially different from the US 401K plan, but such a voice was soon drowned in a carnival noise.

Since all other investments

Rate of return

All of them are flat or even down. Compared with the stock market, the stock market can become a value depression.

Investors do not seem to care about the high price earnings ratio of some sectors of the stock market. Rather, they are looking at the dividends of mergers and acquisitions in China's state-owned enterprises, looking at the valuation of innovative enterprises brought about by the upgrading of China's manufacturing industry, and looking at the huge potential of Internet Finance and environmental protection.

It is not surprising that SMEs are still most favored by the market, followed by the big concept of reform.

State-owned enterprise

As for the prospects for reform, the profitability of enterprises will be any. All these are not considered for the time being.

This is equivalent to the full feast just filled with wine, drink it first, then talk about the rest later.

As for funds, we do not lack.

Due to the definite dividend of new stock purchase, the freezing of new shares has become a magnificent sight. As of March 13th, 23 new shares have been concentrated on the purchase, freezing nearly 2 trillion of the huge amount of capital, so long as there is expected earnings, there will be capital.

With the application of big data and the implementation of registration system, the SFC's tools and motivation for catching mice will be stronger in the future, which is also a great advantage.

With all kinds of excuses, the system of money collection and financing can not be eliminated, but it is expected to decrease significantly.

The policy is starting the bull's head, whether it can walk out of the slow cow and get the United States out of the economic mire after the subprime crisis, so that the Chinese economy will get out of the throes of structural adjustment? The answer is certainly not so easy.

The ups and down of the stock market in the process of rising will cause many people to be beaten, but the prospect is still worth investors' expectation.


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