MSCI heavy index adjustment, which stocks are good?

MSCI heavy index adjustment, which stocks are good?

On August 1 1, MSCI announced the latest quarterly index adjustment results, involving MSCI global standard index, MSCI global small-cap index, MSCI global small-cap index, MSCI global value index and MSCI global growth index. This adjustment will take effect on August 3 1. So today, Bian Xiao is here to sort out the stock-related knowledge for everyone. Let's have a look!

Northbound capital reappears with a net inflow of over 10 billion yuan.

In August 1 1 day, the net inflow of northbound funds was132.95 million yuan. As of August 1 1 this week, the net inflow was 3.772 billion yuan, and the total net inflow this month was 2.538 billion yuan.

If we look at the recent month, the stocks with a large net inflow of funds northward include Longji Green Energy, Mindray Medical, Huayou Cobalt, Weir, Midea Group, En Jie, Sany Heavy Industry, China Zhong Mian, Kweichow Moutai and Goer; The stocks with more net outflows include Sunshine Energy, Sanhua Zhikong, Ping An Bank, China Merchants Bank, Industrial Bank, Tongwei, China Ping An, Capital Property, TBEA and Changjiang Electric Power. The net inflow of individual stock industries is relatively scattered, including green energy, medical care, consumer electronics concepts, and consumption blue chips.

Among them, the preference of Northbound Capital for consumer electronics concept stocks has improved recently. In the last three months and the last six months, there were no consumer electronics in the top ten stocks with a net inflow of northbound funds. It can be seen that the preference of Northbound Capital for the above-mentioned consumer electronics stocks has improved significantly recently.

Chinese mainland investors are more optimistic than European and American investors.

A few days ago, the latest quarterly investor sentiment survey released by UBS showed that the optimism of high-net-worth investors had fallen to the initial level of the epidemic under the influence of geopolitical conflicts on the economy and the market. A survey of more than 2,800 investors and100 entrepreneurs covering the 14 market shows that at present, investors are concerned about retirement savings, and some people are unwilling to make large-scale consumption, but China mainland investors are more optimistic than European and American investors.

On the whole, with the weakening of investors' optimism, nearly three-quarters of investors are worried about making wrong investment decisions in the current environment, so they are more willing to hold cash. Nevertheless, if the market falls further, investors will see potential opportunities and be very interested in long-term investment topics such as energy security, smart travel and automation/robotics.

In contrast, the optimism of entrepreneurs has rebounded after the biggest decline in two years, and most entrepreneurs plan to continue to recruit and invest in the next 12 months. Due to rising material costs and concerns about rising wages, nearly half of entrepreneurs expect to raise prices in the next six months.

As for mainland China, 865,438+0% of mainland China investors are optimistic about the local economy in the next 65,438+02 months, which is higher than the global average of 565,438+0%. 82% of China mainland investors are full of confidence in the stock market in the next six months, with the global average of 50% and the Asia-Pacific region of 60%. In the current market, Chinese mainland investors are most optimistic about the local market, energy security and the longer-term investment theme of 5G. COVID-19 epidemic, network security and rising medical expenses are their main concerns at present. 89% of entrepreneurs in Chinese mainland are optimistic about the rebound of their business performance, while the average level in the Asia-Pacific region is 75%. 65% of the respondents believe that increasing cash reserves is the primary business demand of enterprises in the next six months.

In the United States, short-term investors' optimism about the economy and the stock market dropped from 58% in May to 39% and 37% respectively. If the market drops further 10%, young investors (millennials and younger investors -38%) are more likely to increase their investment allocation to the market than older investors (baby boomers and older investors-18%). Looking ahead to the mid-term elections, the issues that American high-net-worth investors are most concerned about are the economy (85%), followed by health care (74%), taxation (72%) and social security (7 1%).

Trillion long-term investment giants continue to increase their positions in China

The two international ETFs under the Capital Group, which Fund Jun keeps paying attention to, continue to increase their positions in China under the uncertainty.

Capital Group, an American asset management organization headquartered in Los Angeles, is famous for its active stock selection, long-term investment and multi-fund manager joint management system, with the latest management scale reaching 2.6 trillion US dollars. It is one of the most respected global asset management institutions in domestic public offering and private offering. At the end of February this year, the Capital Group launched six actively managed ETFs. Five of them are only stock products, and 1 is a fixed income product. Of the five stock products, three are invested in the US market and two are invested in global markets including China market.