✔ 最佳答案
I think HSI should take the rally to near 20000 first and correct from there. Likely back to 17000. Below 15000 is unlikey only if you hear very shocking bad news. I'm not saying the market is in bull or recovery but the reasons below
- 35% of HSI is H-Shares, with global investing trying to invest into China. Hong Kong market is the most liquid place. i.e. B shares you have to convert CNY which take times, A shares are restricted and A50 is only structured product of A-shares (i.e. if the issuer of these structure goes bankrupted, you get nothing like the lehman case)
- Very few countries have growth currently (i.e China, India, Indonesia, and etc). And with most potential for public investors, I think no doubt it would be China at the moment.
- China and Hong Kong total market capitalization is only slight more than 10% of the world. So there is no alternative to invest and the money rush in, the impact is big.
You can refer to my blog for the details.
http://hk.myblog.yahoo.com/rchau_2000/index?l=f&id=6
Hope this help
Cheers