Special interview
Written by: Ou Jiajun
2021-02-16 07:00
Last update date: 2021-02-16 07:00
Starting in 2021, the Hang Seng Index has a vigorous momentum, surpassing the 30,000 mark in one fell swoop. Today, the opening of the Hong Kong stock market in the Year of the Bull on the fifth day of the day (16th) is another "fight" moment.
Liu Yang, China's "women stock god", Chairman and Chief Investment Officer of Nishizawa Investment Management, accepted an exclusive interview with "Hong Kong 01". It is expected that Beishuiyong Port will exceed 500 billion yuan within this year. She bluntly said that this year is an excellent time to invest in Hong Kong stocks. She described it as " The scenery is unique here," and even raised the target price of the HSI for the year to 35,000 points.
This "women stock god" once lamented that Hong Kong stocks could not make money when leaving the Hong Kong stocks stage in 2016. Now he is optimistic again. Why?
Liu Yang last year gave the HSI a target price of 30,000 points for 2021, and it reached the target in January this year. When she was interviewed, she updated the target price of the HSI to 35,000 points, indicating that it would be "very heavy" in the Hong Kong stock market. There are three main reasons. One is China's national strength has increased, and national policies have recognized and supported Hong Kong; second, the Hong Kong stock market is a "depression of value", with many emerging new economies and companies with new names; third, Hong Kong has become an international capital safe haven, in addition to US dollar assets, a large amount of capital is chasing For diversified asset allocation other than RMB, Hong Kong stocks have become one of the choices.
The Hang Seng Index broke 30,000 points in one fell swoop in January, and Liu Yang even raised the target points.
﹙Profile Picture﹚
The Hang Seng Index broke through 30,000 points in one fell swoop. She pointed out that Guo Shuqing, chairman of the China Banking and Insurance Regulatory Commission, said at the Asian Financial Forum on January 18 that he clearly supported Hong Kong's financial market. "The message is particularly clear."
The HSI hit a new high of more than 300 billion yuan the next day, and then it reached 30,000 points in 5 trading days. She described "the rallying number has been blown by Chairman Guo."
"As the world's largest offshore RMB market, Hong Kong can open more types of RMB financial services on a larger scale, attracting customers from all over the world, and accepting larger amounts of RMB funds. Relying on its status as an offshore financial center, better participation The country's higher level of comprehensive two-way opening up, steadily advancing the internationalization of the renminbi. Optimize the arrangements for Shanghai-Hong Kong Stock Connect, Shenzhen-Hong Kong Stock Connect, Bond Connect, etc., to promote the expansion and strength of the two places' finances in a win-win cooperation."-Guo Shuqing, Chairman of the China Banking Regulatory Commission The 14th Asian Financial Forum (2021.01.18)
China's national strength strengthens Hong Kong stock market
Regarding the Hong Kong stock market, Liu Yang said that the U.S. stock market has risen sharply in the past because of the strong US dollar policy and the strengthening of national power. Now that the yuan is rising, China’s national power has been separated from other countries after the epidemic. "Whether it is GDP growth or intrinsic productivity Under the guidance of the dual-cycle policy and strategy, the development of China’s domestic demand has exploded. From the perspective of depth, breadth and breadth, China’s economy is the world’s eye-catching." Hong Kong is an offshore RMB center and an international financial center. The status will be more fully utilized.
For some time in the past, the outside world had doubts about Hong Kong’s role as an international financial center, but Liu Yang believes that Hong Kong’s capital market has a longer history than China, and its status as a financial center is difficult to shake. “It’s just an internal problem that has caused insufficient Show your own brilliance, many good things will be covered up. In 2021, the hidden side of Hong Kong will be lifted." She also angrily said, "Many people don't understand, their mentality is wrong, and Hong Kong people themselves have not figured out what they want. Backed by the development of the Greater Bay Area of the motherland, people have become richer and richer, and you have become poorer and poorer. Whose reason is that?"
Liu Yang said that now that the renminbi is rising, China's national strength has been separated from other countries after the epidemic, and the development of domestic demand has experienced a very large outbreak.
(Data Picture/News Agency)
Beishuinan sells for 500 billion Hong Kong stocks, "the scenery is unique"
The cumulative net inflow of Beishui to Hong Kong stocks so far this year has exceeded 340 billion yuan, which is half of last year. Liu Yang predicts that the net inflow of Beishui this year is likely to exceed 500 billion yuan. 80 billion is only ten times the previous average. The key is that the Hong Kong stocks have been suppressed for too long, and the country’s strong support and policies have lowered the barriers to many investments in Hong Kong and opened up many channels." This year (Beishui) may rush 500 billion yuan, and it will rush soon. Is there any reason why the market will not rise?"
She praised the progress of the Hong Kong Stock Exchange (0388) policy, but the local people were not aware of it. For example, the Shanghai-Shenzhen-Hong Kong Stock Connect and the Science and Technology Innovation Board were incorporated into the Shanghai-Shenzhen-Hong Kong Stock Connect, Chapter 18A of the Listing Rules for biotechnology companies, and allowed A series of reforms such as the listing of companies with different rights on the same stock in Hong Kong, "The Hong Kong market originally had its own innovations, but the locals in Hong Kong didn't know and didn't know the true face of Lushan, so I evaluated Hong Kong in 2021 as "the best scenery here"!"
One year since the outbreak of the epidemic, the stock market has repeatedly set new highs.
Liu Yang explained that the unprecedented disruption of the Internet and the development of the stock market are not surprising, and reminded countries that a large amount of silver and paper is printed, and that cash will depreciate, and the account is very powerful.
"I must invest now"
Regarding the year since the outbreak of the epidemic, the stock market has repeatedly hit new highs. Liu Yang explained this phenomenon, referring to the unprecedented disruption of the Internet, and the development of the stock market is not surprising. He reminded countries that a large amount of silver paper is printed. It is expected that cash will depreciate and the account will be very powerful. To invest, "If you don’t invest in stocks, you can invest in funds. You can buy one or two stocks, one or two funds, and do asset distribution. Professionals will help you take care of it. What’s not good? Isn’t it ridiculous to post upside down?”
She also pointed out that investment depends on the investor’s ability to judge the future, which determines the person’s attitude towards the market. "If you think Tencent will be 1,000 yuan, the HSI will be 35,000 points, why not invest today? So you have to have ideas. , It fluctuates a little bit, the U.S. stocks have fluctuated many times before they reach today's constant highs. Didn't Tesla also have a lot of doubts and short selling?
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