Financials, Consumer Staples Jul 28, 2021 07:45 AM (GMT+8) · EqualOcean
Yang boguang, chief economist of Dongguan securities, said that due to the weakening of the margin of economic growth and the uncertainty of the direction of monetary policies around the world, it is unlikely that there will be a comprehensive bull market in the second half of the year; The probability of a full bear market is also small. This is because the market is gradually developing towards institutionalization, the investment cycle of public funds is long, rational funds account for more, and the systematic risk of a large amount of funds leaving madly is very small. After the rise of house prices was suppressed, the demand for investment appreciation continued to urge funds to enter and buy tickets, and rational investment in the form of dividends gradually occupied the majority. Therefore, it is expected that the market in the second half of the year will still be dominated by structural market.
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