Global Monetary Easing Or Favorable Hong Kong Stocks

On Monday, the Hang Seng index opened high in the morning, followed by a concussion, showing a trend of return, but the market rose again and rose, and finally closed at 24909.9 points, up 59.45 points, or 0.24%, and clinch a deal of HK $83 billion 760 million.

The state-owned enterprises index closed at 12228.16 points, or down 31.9 points, or 0.26%.

From the perspective of Hong Kong stock market on Monday, blue chips are mixed.

Li Feng rose 4.72%, led by blue chips, Tencent rose 3.24%, a record high, gambling stocks rebounded sharply, Galaxy Entertainment rose 3.54%, Jinsha China rose 2.23%, Hongkong real estate stocks also performed well, but oil shares, consumer stocks and telecommunications stocks trend soft.

Judging from the market performance of the "Hong Kong stock pass" underlying stocks in the past five trading days, Hong Kong stock market shows a general trend under the background of strong Hong Kong stock market. In the 273 stocks, 220 stocks rose, and only 47 stocks fell.

Among them, the strong return of technology stocks, leading companies Kingsoft and Tencent holdings rose 15.97% and 11.38% respectively. The strength of the shares also shows another side that the risk appetite of Hong Kong stock market is heating up again.

In addition, Chinese insurance, aviation and electrical equipment stocks are also sought after by capital.

In terms of vulnerable stocks, some of the stronger defensive consumer stocks have been left out of the market because of the warming of the big market. China's Wangwang and Gome's accumulated losses are all above 5%.

stay

Premium, as the A share market and H-share synchronization strength, Hang Seng AH share premium index volatility is limited, nearly five trading days accumulated a slight increase of 0.83%.

From the perspective of the AH market outlook, as the premium index is now approaching the 130 point of nearly three and a half years, it is expected that there will be a strong pressure on the back market. The H-share market will have a greater probability of winning the mainland A shares in the long run.

This week is the last week of the first month of 2015.

The day of delivery is approaching, and the big market will inevitably be affected.

The US stock market closed up last week, ending three consecutive weeks of decline, and the three index rose 0.9% to 2.7% throughout the week.

Recent economic data are mixed, and the newly released corporate earnings report has not brought too many surprises. The market is mainly motivated by the launch of the QE plan by the European Central Bank, and investors are beginning to look forward to the euro zone.

Prospects for recovery.

In this week's market, investors will focus on the Fed's interest conference to observe the Fed's views on the US economy and the timing of interest rate hike.

In addition, taking into account the negative results of Greek elections, we can not rule out the possibility of short-term market optimism reversals, and overall, the probability of short-term shocks or even larger stocks.

A shares in mainland China have been greatly shocked last week, and single day ups and downs have all set a record in recent years.

Although the A shares suffered a sharp fall, the confidence in the A share market is still full from the momentum of rapidly recovering lost territory.

In addition, last week, the central bank restarted the reverse repurchase operation. The market was positive and positive. If there is any further easing this week, A shares will still have the chance to go home.

To sum up, the current situation of the peripheral market shows a state of film, the market is much more niche factors doping, short term Hong Kong shares also show a turbulence upward pattern.

From the perspective of a new round of monetary easing in the global central bank, Hong Kong dollar assets should be more favorable, because the Hong Kong dollar pegged to the US dollar linked exchange rate system, under the background of the United States economy, the global liquidity is expected to focus on the US dollar assets and the related assets related to the US dollar, and Hong Kong stocks will become the target of capital pursuit. After all, from the trend of last year, Hong Kong stocks are significantly behind the US stocks and the mainland A shares. From the recent exchange rate of the US dollar against the Hong Kong dollar exchange rate to reach 7.75 again, the international hot money has entered the Hongkong market.

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