Did you panic about todays callback? Risk capital: A shares are more likely to attract safe haven capital

category:Finance
 Did you panic about todays callback? Risk capital: A shares are more likely to attract safe haven capital


A number of mainstream insurance investment managers gave their reasons:

The safest place, of course, is where hedge funds love to go. Relatively speaking, no matter from the overall valuation level or the progress of prevention and control, A-share is obviously more attractive, and the market adjustment space is limited, and the next step may continue to attract the inflow of overseas hedge funds. The head of the stock Department of a large insurance company said.

2. From the perspective of internal factors, with the progress of epidemic prevention and control, enterprises began to return to work one after another, and the economic operation was gradually back on track. In order to ensure growth and employment stability, hedging policies are intensively introduced with clear guidance.

In combination with these factors, we believe that the impact of the epidemic on A-share one-time sentiment has been greatly reduced, and will not affect the market trend upward. In the medium term, the A-share market will return to fundamentals. This is the latest internal view of a large Chinese insurance institution in Beijing.

Various signs indicate that the market logic has also understood the impact of the epidemic from a positive perspective and supported some emerging industries such as medical health, online consumption, unmanned distribution, intelligent manufacturing, etc.

From the perspective of stock selection preference of multiple insurance institutions, they focus on the targets benefiting from the logic of economic recovery and industrial upgrading. For example, they predict that related sectors driven by 5g construction and smart car policy may perform better in the short term. In addition, they believe that the core assets of the valuation regression in the adjustment can also be properly allocated. Looking back on the market performance in recent years, it seems that the overseas markets agitation has affected the trend of a shares to a certain extent. When talking about the issue of how to view the impact of external risks on the A-share market, the investment manager of an insurance institution with more than one trillion assets admitted that, generally speaking, once the external risks are intensified, they will affect the trend of A-share from the path of international capital flow, fundamentals and market sentiment. However, he stressed that in view of the important influence of Chinas economy on the world economy, as well as the ability of the government to counter cyclical regulation, and the impact of external risks, counter cyclical investment opportunities are usually provided. In these two days, the A-share market has been adjusted due to external factors, and we have participated (appropriately bought). Extended reading: Gem index fell 4.66% to close 1.31 trillion shares and more than 100 stocks fell. Did gem reverse? Index set the largest drop in January institutions to interpret the style switch of A-share sharp drop in gem! 80% private equity said no to science and technology stocks

When talking about the issue of how to view the impact of external risks on the A-share market, the investment manager of an insurance institution with more than one trillion assets admitted that, generally speaking, once the external risks are intensified, they will affect the trend of A-share from the path of international capital flow, fundamentals and market sentiment.

However, he stressed that in view of the important influence of Chinas economy on the world economy, as well as the ability of the government to counter cyclical regulation, and the impact of external risks, counter cyclical investment opportunities are usually provided. In these two days, the A-share market has been adjusted due to external factors, and we have participated (appropriately bought).