naysbaits| A-shares and Hong Kong stocks have exploded, and the speed of market reversal is surprising!

A shares and Hong Kong stocks exploded in an all-round wayNaysbaitsThe speed of the market reversal was surprising, and investors chasing coal and dividends were hit hard in an instant. Now everyone is wondering, is it a scam or is it really reversed? No one can predict the market 100% accurately, but in the medium to long term, this round of market does not need to be too pessimistic.NaysbaitsWe only look at two points. First of all, real estate accounts for a large proportion of our economy, accounting for more than 60% of the wealth of residents. New home sales and sales have nearly halved this year, and the overall decline in house prices has been exaggerated.

In any country, this kind of decline can have a huge impact. But we didn't have massive failures of financial institutions and the Great Recession, and GDP grew by 5%. According to this progress continues, the real estate mine is not terrible, and even the most dangerous time may have passed, once the real estate bottomed out and stabilized, the market may usher in a new round of expectations. Second, all markets except A shares and Hong Kong stocks have been rising since 2023.

With the integration of the world economy, it is impossible for others to keep rising and falling. This reversal seems to be taking place in recent days. For investors with relatively light positions, the replenishment of positions can be speeded up appropriately. Today, we have heavily increased the consumption portfolio, and consumption is a long bull track around the world, which is almost in line with the macroeconomic trend. Consumption has fallen a lot in the past few years, basically falling in place, the next step if expected, consumption will follow the market. So we put a heavy hand on 10 consumer combinations today.

For Hong Kong stocks, we have completed a heavy position, rise will not catch up, and we do not recommend that you catch up. I suggest you lay out the next opportunity, that is, US dollar bonds. Dollar bonds are likely to be a good opportunity this year, as we have repeatedly warned. The US is currently experiencing historic inflation, which is likely to give rise to historic opportunities for dollar bonds. The interest rate on the dollar bond itself has already reached 4% Mur5%, and the Fed will cut interest rates later. The interest rate cut cycle and the yield on US debt are very good, with double benefits superimposed. Many friends ask, won't interest rate cuts lower bond interest rates? For example, if it is reduced from 5% to 2%, how is it good for bond funds?