April 26, 2024 is week 5......................................................................

In recent years, except for the big A, the world's major stock markets (or a somewhat famous stock market) have been bullish! Why can they be cattle? In the future, is there any hope for a big bull market for Big A?

Let's take a look at these numbers first:

In the U.S. stock market, the ETF market just exceeded $1 trillion in 2010, exceeded $7 trillion in 2021, and the total assets of the U.S. ETF market were $7.65 trillion by the end of November 2023. There has been a bit of stagnation in the last two years. The main reason is that U.S. funds have begun to buy from other countries' ETF index funds.

The last 10 years of bull market in the Japanese stock market started in 2012, and the Bank of Japan bought more than 1 trillion yen of ETFs every year from 2012 to 2014. Since 2015, the Bank of Japan has bought more than 2 trillion yen per year, and in 2020, the Bank of Japan bailed out the market with 7.1 trillion yen to buy exchange-traded ETFs.

Since Bank of Japan Governor Haruhiko Kuroda launched an ambitious inflation-boosting monetary policy stimulus package in 2013, the BOJ has seen an average annual ETF purchase of nearly 4 trillion yen. By the end of 2023, the size of ETFs (exchange-traded funds) held by the Bank of Japan and the government has reached a staggering $1.2 trillion (178 trillion yen). 178 trillion yen is equivalent to a quarter of the total market capitalization of the Japanese stock market. If you buy so much (don't sell), can the stock market not rise?

Let's take a look at the data from India: India's index has been rising since 2002, supported by a large number of junk stocks delisting and global fund allocation ETFs..........................

At present, the whole world is printing money frantically, and there is no better way out for so much money except to pour into the stock market, so the stock market all over the world (except for A-shares) is rising....................

At present, China's asset management scale is 68 trillion yuan, and only 20% of it is invested in the stock market, and the rest is mainly in conservative markets such as bond funds, money market funds, and treasury bonds. Now driven by the continuous reduction of interest rates, such as the rise of ETF indexes, these funds can be revitalized by the stock market at any time. Promoting the ETF bull market is the best way, and it is also the current trend of the world, and it is a global megatrend.

In August 2023, Credit Suisse and UBS jointly released the 14th Global Wealth Report. According to the report, global net private wealth totaled $454.4 trillion at the end of 2022 in current nominal dollar terms. The report predicts that global wealth will grow by 38% over the next five years, reaching a total of $629 trillion by 2027.

According to CICC's China Wealth Report 2023, China currently has a total wealth of 790 trillion yuan (US$109.77 trillion). The total wealth is the second largest in the world. Among them, the total wealth of state-owned enterprises is 360 trillion yuan, accounting for about 45%. The rest is private wealth, 430 trillion, accounting for 55%.

It can be said that A-shares are not bad for money, but bad for confidence and trust. At the moment, there is dry money everywhere, which can be ignited at any time. In addition, there is mobile Internet afterburner, if there is a bull market, the speed will be very amazing. Therefore, whether there is a bull market in A-shares again, it is enough to pegged to ETFs. It can be said that huge capital is the first driving force of the bull market.

In the morning, the media reported that the State Council report proposed to concentrate on building a "national team" in the financial industry, and the integration of Guolian Securities and Minsheng Securities kicked off.

State Council Report: Promote the head securities companies to become stronger and better

On April 25, the State Council issued a report on the research and handling of the deliberation opinions of the special report on the management of state-owned assets of financial enterprises and the rectification and accountability.

The report pointed out that it is necessary to promote the quality and efficiency of financial state-owned assets and state-owned enterprises, and concentrate on building a "national team" in the financial industry. Research and draft an action plan to strengthen the management of state-owned financial capital, promote large state-owned financial enterprises to benchmark with world-class financial enterprises, highlight their main business, do fine and professional, and continuously enhance their competitiveness and international influence. Research and formulate guidance on promoting the high-quality development of the insurance industry, and promote the standardized development of non-bank financial institutions. Promote leading securities companies to become stronger and better, and support the Shanghai and Shenzhen stock exchanges to build world-class exchanges.

Stock speculation should follow the policy, and Yuansheng quickly locked in Yangping stocks..........................

In the morning, Yangping stock opened 4.35% higher, and the Yuansheng vanguard has already bought ........................

After the stock price fluctuated, Yuansheng continued to increase its position, and finally controlled the cost at 3.10 yuan and ended the battle of the first battlefield of the territory.

(Written at night, 17K Novel Network can add words at any time)

(Written at night, 17K Novel Network can add words at any time)

(Written at night, 17K Novel Network can add words at any time)

(Written at night, 17K Novel Network can add words at any time)

(Written at night, 17K Novel Network can add words at any time)

(Written at night, 17K Novel Network can add words at any time).

(Written at night, 17K Novel Network can add words at any time)

(Written at night, 17K Novel Network can add words at any time)

(Written at night, 17K Novel Network can add words at any time)..

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