Hundreds of billions of incremental risk capital or south to Hong Kong stocks is expected to continu dachiyouxiang

Hundreds of billions of incremental risk capital or south to Hong Kong stocks is expected to continue to rise Chinese recently, the China Insurance Regulatory Commission issued "on the insurance funds to participate in the pilot through Hong Kong regulatory caliber", marking the insurance funds can participate in the pilot through Hong Kong business. In an interview with reporters found that both the insurance fund investment manager, or just set up this year’s Shanghai and Hong Kong deep theme fund managers are actively optimistic about the Hong Kong stock market incremental funding of billions of investment opportunities, AH discount shares, undervalued, high dividend blue chip will become the focus of investment layout. Many people bring venture capital or investment of billions of incremental funds told reporters that venture capital South will bring hundreds of billions of dollars of incremental funding for the Hong Kong stock market, is expected to promote the Hong Kong stock market continued upside for this year, the Hong Kong stock market "fiery adds a fire". Beijing, a large insurance information management investment manager told reporters that the insurance funds can be configured through Shanghai and Hong Kong stock of insurance funds is very good, the company has been trying to underestimate the value of investment in the stock market, but because the previous channel is no way to participate in the investment. Especially in this year’s A-share market, A equity investment risk is too large, solid income investment income is relatively low, it is difficult to get safe and stable investment income. The Hong Kong stocks relative to the value of A shares or depression, the opening of the venture capital will increase the scope of the insurance funds in the investment targets and optional." The investment manager said. Qianhai Kaiyuan Shanghai deep wisdom of life mixed fund manager Zhao Xueqin believes that the current premium income of insurance firms continues to grow and the market average return rate continued downward, the Hong Kong stock market high dividend returns and low valuations have a very prominent attraction for venture capital, Hong Kong stocks through channels will help alleviate the open risk capital allocation pressure. In fact, the public fund has been allowed to participate in Shanghai and Hong Kong through Hong Kong insurance funds last year. Since the second half of this year, benefiting from the Shenzhen Tong gate good, the Hang Seng Index has been rising continuously for 2 months, as of September 9th, the Hang Seng Index since the end of June has accumulated a 15.90% increase, significantly better than the same period of A stock market index performance. The insurance funds are allowed to participate in Shanghai and Hong Kong through the transaction, or the Hong Kong stock market will continue to bring incremental funding. In Zhao Xueqin view, the pilot or to Hong Kong stocks into the billions of liquidity, and help to enhance the overall valuation of Hong Kong stocks. Zhao Xueqin analysis, at the end of July, the insurance funds amounted to 12 trillion and 560 billion yuan, the stock and the fund 1 trillion and 720 billion yuan, accounting for 13.72%; the initial assumption that 10% distribution to the Hong Kong stock market, the amount of money corresponding to 170 billion yuan. At the same time, with an average annual premium income of 2 trillion and 500 billion yuan per year, the potential incremental funding for Hong Kong stocks is about $25 billion. The current price earnings ratio of 11.75 times the Hang Seng Index, the average annual historical value of 13.21 times, although the recent trend is relatively strong, but with the influx of new funds, the future valuation of Hong Kong stocks still rising potential. Venture capital to buy undervalued stocks down since late last year, venture capital frequently in the A stock market "high dividend, repeatedly attack cities and capture territories" placards and blue chips, the bond investment income is low, relatively stable income related security chips. Beijing large insurance information management investment manager, told reporters that the Hong Kong stock market"相关的主题文章: