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Xinxin Wealth Master Class Li Xin: Investors can focus on the opportunities of convertible bonds and CTAs

author:Ranken said sports

In recent years, due to the constant changes in the general environment, the future direction of the stock market is also full of unknowns. In order to give the majority of customers of New Lake Wealth in-depth analysis of its trend and investment logic. Recently, in the "New Year's Eve Pet Powder Season" boutique live broadcast class of Xinhu Wealth, Li Xin, a secondary market investment expert and chairman of Xinhu Juyuan, was a guest in the "Xinhu Master Class" live broadcast room, bringing the special sharing of secondary market investment of "Current Market Conditions of the Stock Market and Coping Strategies in 2021".

The trend of the stock market is a continuous process, "knowing the past to learn from the present to enlighten the future", to make a scientific analysis and judgment of the market trend and investment strategy in 2021, it is necessary to review the recent market changes.

Li Xin concluded in the live broadcast that the industry's leading stocks in the entire market rose greatly in 2020, partly because under the joint action of the uncertainty of the external economic environment, the strong liquidity preference of investors, and the abundant funds pouring into the stock market, there was a stock market version of the "liquidity trap" - "deterministic magnet".

Xinxin Wealth Master Class Li Xin: Investors can focus on the opportunities of convertible bonds and CTAs

The industry leader has high certainty of operation, resulting in funds entering the leader and leaving smaller enterprises, thereby boosting the rise of the industry leader, under the influence of the money-making effect, the new funds continue to pour into the leader, continue to boost the rise of the industry leader, thus forming the expected self-realization.

The "deterministic magnet" can continue to require the cooperation of funds, economic environment, valuation, growth and other aspects. Li Xin believes that at present, the market capital continues to flow in, the external environment is still uncertain, the growth of enterprises is basically in line with expectations, and the core problem is too expensive.

If it falls, all the conditions are still in place, and the market continues to have the conditions of "deterministic magnets". The market may peak in the short term, but the decline is limited, and there is no long-term sharp decline. Moreover, from the perspective of the cycle of several rounds of group markets, during the economic upward period, the group market is more common, so the emergence of the next round of market is still the form of group.

Li Xin's investment strategy suggestions for 2021 are not loose monetary environment anti-pullback, commodity futures opportunities to grasp the cycle, industry rotation trend short-term trading, focusing on investors to pay attention to convertible bonds, CTA opportunities.

In addition, in the live broadcast, Li Xin also introduced the selection criteria for FOF managers in 2021 and the new products launched by Xinhu Juyuan in response to the market situation in 2021. As the head institution of China's third-party wealth management industry, Xinhu Wealth has always adhered to the perspective of "professionalism, objectivity, fairness and efficiency" to provide customers with professional comprehensive financial services.

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