Banxia Investment recently released the November monthly report of Banxia Macro Hedging written by Li Bei, mentioning that the current China ** is a once-in-20 year opportunity, and it is recommended to decisively improve**, and is willing to bear a certain amount of volatility and drawdown, and maintain a high ** Li Bei believes that the next few years may be the best wave of China's ** market opportunity in his career, and he does not want to step on this wave of opportunities. At the same time, Li Bei admitted that there is a judgment bias in the performance expectations of the past month, and it may be the reason why northbound funds continue to sell, as well as the domestic stock funds to reduce their positions and change their positions. For the continued outflow of foreign capital, Li Bei summarized three reasons: long-term rebalancing, real estate sales have not yet picked up, and the first economic work conference is approaching. In addition, Li Bei also pointed out that 2024 is a year of significant fiscal expansion, and the market's worries at the moment are overly worried. From the past monthly reports, Li Bei's similar views are not unfamiliar, such as the September monthly report mentioned that "China** may usher in a bull market that exceeds the level of once in 5 years".
Hexun self-selected stock writer.
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