UBS H earnings to a 5 year high as Jiancang time now

UBS: H-share earnings ratio has been to a 5 year high now Jiancang time sina finance App: Live on-line blogger to guide Sina Hong Kong APP: real time market exclusive reference stocks also worth the investment? What’s the problem? Where is the future of the way out? Sina launched the "Hong Kong Hong Kong stocks as well as unattractive" discussion, with a rational and constructive attitude, welcome attention to Hong Kong stocks, concern of the capital market, Hong Kong stocks together for suggestions, seek the Hong Kong stock market tomorrow. Please to hkstock_biz@sina. Through the "economic news agency 15," UBS bulletin issued a research report pointed out that the current "Shanghai Hong Kong" accounted for the Hong Kong stock market turnover of 10 to 11%. In the light of other channels, such as qualified domestic institutional investors (QDII) and informal channels, UBS estimates that the recent mainland investors accounted for 16 to 18% of the stock market in Hong Kong, so far this year accounted for about 12%. UBS believes that, in the long run, the flow of funds will be able to continue south, because of the extensive participation of institutional investors, the continued depreciation of the RMB pressure and lack of similar assets in china. What is more, the recent financial regulators seem to have confidence in the control of capital outflows. UBS is expected in the next few quarters, regulators may encourage investment funds to curb the mainland’s asset bubble, especially the overheated property market. UBS estimates, 2017 south to the Hong Kong capital of 160 billion yuan, in the next 2 to 3 years, so the H-share market being sought, while the south of funds mainly from insurance companies, mutual funds and high-end individual investors. However, the MSCI index China H-share earnings forecast has reached 12.2 times based on nearly 5 years of trading range of 10 to 12.5 times the high-end, so the future of a quarter to two face greater downside risk, because with the Fed interest rate is discussed in more hawkish, global investors may withdraw from emerging market return chasing Trading, trading spreads. Mainly funded banks h income stock valuations are no longer attracted, in view of A, the H price difference narrowed onshore risk-free rate rebound and the uncertainty of future dividend payout, which is now the Hongkong H-share Jiancang time. The first 8 months of this year, the newly established mainland Shanghai and Hong Kong through the public fund (ie, mutual fund) scale of about $18 billion 25. UBS estimates that there are at least 13 funds are being prepared, the expected proportion of domestic investors in Hong Kong stock trading will rise to 2018, 19 years to reach 25%, 2014, 15 years is 9%. Enter the Sina financial stocks] discussion相关的主题文章: