Whether Funds Are Willing To Enter The Stock Market Is Still A Problem.

For today's stock market, almost every investor can say a lot of good news, and it's not hard to say many bad news.

Perhaps because of this, people now have a lot of differences in the market outlook, and for a long time, the market has been straddled, and the trend has been twists and turns.

For many short messages that people are familiar with, this is no longer discussed.

Here I want to talk about the financial aspects, because I feel there are two good things that can not be ignored here.

The first good thing is that in terms of the whole market, liquidity is very sufficient. In simple terms, there is a lot of money.

At present, most major economies in the world have adopted loose monetary policy. China began to implement a prudent monetary policy in 2010, but recently it has continued to emphasize stability and added a "slightly relaxed" suffix.

In fact, this year, the Central Bank of China has continuously injected liquidity into the market through various channels, which has greatly exceeded its level in 2009.

Of course, the central bank's move is for steady growth, but in the flow of capital, there will inevitably be some spillover effect.

Although there is not enough evidence to prove that there is a large amount of capital flowing to the stock market, history has already shown that as an important channel to absorb idle funds in society, as long as the stock market shows certain operational opportunities, there will be funds to enter through various means, especially in the case of relatively loose funds.

Therefore, we say that the global loose liquidity has made a good opportunity for the capital market to rise.

China's liquidity is also improving, which is also a good thing for the stock market.

Now, many people are concerned about the stock market volume is not big, worried that there is not enough capital to enter the market.

In fact, as long as the market activity is improving, this situation will be changed.

And the full supply of funds should be said to be an important basis for the continuous improvement of the activity of the stock market.

Of course, whether the funds are willing to enter the stock market is still a problem when the real economy is relatively weak.

The poor efficiency of listed companies will not be good enough, resulting in poor economic performance.

The rate of return is also affected.

At this time, if the risk free return rate of the market is relatively high, the stock market will provide enough investors.

In order to attract them to enter the market, there will be no shortage of funds in the market, but these funds are unwilling to enter the stock market.

At the beginning of this year, the stock market fell and the bond market went up. The analysis was that the average interest rate of the bond market was relatively high at that time, so there was a lot of money invested there.

But for now, the interest rate in the capital market is not high.

Through various means, an interest rate corridor is being built, and the trend is gradually downward.

In fact, since the second half of last year, the central bank has been committed to guiding interest rates downward, after six times of interest rate cuts, and now a deposit rate of only 1.5% a year ago, objectively showing a negative interest rate.

The 10 - year treasury bond, a symbol of risk-free return, has a 2.8% interest rate.

This low interest rate level is also rare in history.

Obviously, under such circumstances, investors' demand for stock market risk compensation can not be very high, which will lead to more funds willing to enter the stock market.

Of course, the premise is that the stock market can provide corresponding profit opportunities.

Recently, although investors do not have a general consensus on the trend of the future market, we should see that some uncertainties inside and outside the market are gradually being eliminated. People's concerns about the market trend after the end of the stabilization market are slowly being resolved.

Of course, the sluggish real economy still inhibits market sentiment.

In this case, the rise of the stock market does need new impetus or new good.

In my opinion, it is better to look at the current capital structure calmly than to dig for the good. There are two good things that can not be ignored here: one is money and the other is interest rate.

That being the case, is it possible to think that the stock market should have some opportunities?