This book is based on the current capital market, analyzes the profound changes in the underlying logic, and makes an overall outlook on future operating trends.
Chapters 1 and 2 of this book mainly analyze the transformation of global country allocation from a global perspective, as well as the changes in China's stock market under the dividends of the financial openness system, and discuss why the world's best assets are in the Chinese stock market.
Chapter 3 makes a comprehensive comparative analysis of equity assets and real estate, gold, bonds, commodities and other major assets in a low-interest-rate environment from the perspective of large-category asset allocation, and proposes that the best choice for resisting inflation and maintaining and increasing value in the low-interest-rate era is to allocate equity assets.
Chapters 4 and 5 mainly analyze from the industrial perspective. In the process of economic transformation and industry structure optimization in traditional industries, a group of leading companies have begun to stand out; in the new round of technological innovation cycle in emerging industries, the investment range available to investors is getting wider and wider.
Chapters 6 to 8 focus on the changes brought about by capital injection into the market. They further divide the sources of incremental funds in the stock market into residents' funds, long-term money represented by pensions, and foreign capital. They also describe their characteristics and the process of entering A-shares, as well as their role in the future of A-shares.
Chapter 9 discusses the power of incremental capital superimposed on market institutionalization, and analyzes the profound impact that institutionalization and long-term money entering the market will have on Long Niu.
Chapter 10 comprehensively explains why institutional changes and improvements are conducive to improving the market's valuation center in the medium and long term, and play a fundamental supporting role for Long Bull.
Chapters 11 and 12 mainly start from the characteristics of the Chinese stock market Long Bull and its impact on the traditional valuation system, providing some thoughts for investors to understand the Long Bull and future trends.
Reader comments
The content of this book is very rich. The authors analyze the operating logic of the stock market from a global perspective and multiple perspectives, and also look forward to future trends. The unique viewpoints and in-depth analysis in the book gave me a more comprehensive understanding of investment. Moreover, the author team is very professional, has won many awards, and has rich experience. The research results in the book are also very valuable and worth reading.
The content of this book is very rich. The authors analyze the operating logic of the stock market from a global perspective and multiple perspectives, and also look forward to future trends. The unique viewpoints and in-depth analysis in the book gave me a more comprehensive understanding of investment. Moreover, the author team is very professional, has won many awards, and has rich experience. The research results in the book are also very valuable and worth reading.