Taiwan stock highs oscillate, and retail confidence is still bursting

In January, the public's confidence in Taiwan stocks was still bursting, hitting a new high in nearly 11 years. Photo/Photo of the newsletter in the middle of the hour

If Taiwan stocks are re-geared, the undertaking force is strong. "Cathay Financial Holdings" announced the January economic confidence survey on the 20th, 46.7% of the respondents predicted that the Taiwan stock market will be higher than now in the next six months, the Taiwan stock optimism index reached 24.7, hitting a new high after February 2011, that is, 131 months, this month, there are still 34.3% of the respondents are interested in transferring cash or deposits to Taiwan stock investment, that is, the willingness of retail investors to enter the market is still quite high, and the return of Taiwan stocks will have support.

According to the survey, the public is also full of confidence in the "salary increase" in the next six months, with 29.1% of the respondents expecting that the salary will be higher than the current salary in the next six months, and the future salary index will reach 16.2, setting a new high since the economic confidence index was launched in March 2010.

"Cathay Gold" pointed out that the "Taiwan Development Council" latest announcement of the November economic countermeasure signal to maintain the red light, the leading indicators and synchronous indicators are rising; the January survey results show that The current prosperity index rose from 12.8 in December last year to 26.6, that is, 52.2% of the respondents felt that the current prosperity was better than the past six months, which should be a new high since the alarm of the epidemic in Taiwan rose to level three in May last year; the outlook index for the future prosperity also rose from 4.6 in December last year to 17.5, that is, 44% of people felt that the economy would be better than the present in the next half year, and much more optimistic than at the end of last year.

However, the relative situation of the mutant virus "Omi Kerong" at the beginning of the month is unknown, so it is inevitable that it will affect the people's expectations for the future, and the willingness to spend non-durable money, that is, the willingness to go shopping, go to restaurants, and stay in restaurants, has slipped slightly compared with the end of last year, and the index has dropped from 11.6 to 11, but it is still not obvious.

Taiwan's "Comptroller General Office" estimates economic growth of 4.15% in 2022, and in january's "Cathay Kim" survey, the average expected value of Taiwan's economic growth rate in 2022 is 3.44%, 83% of the public believe that the economic growth rate in 2022 can break 2%; the average inflation expectation for 2022 is 2.24%, and 59% of respondents expect inflation rate to break 2% in 2022.

The most optimistic performance of the people is still in the stock market, "Cathay Gold" analysis, in 2021 the listed cabinet companies revenue record high, and the market funds are abundant, this year's cash dividend can be expected, even if Taiwan stocks have stood at a high point of 18,000 points, but in January the people's optimism about the stock market is still from 11.9 in December last year to 24.7, the risk appetite index also rose from 15.2 last month to 19.9.