Source: Snowball APP, Author: Fingers Huiying, (
Today, the Indian stock market collapsed, the Indian Sense30 Index fell 8%, and the stock price of the National Bank of India plummeted 15%.The National Bank of India is India's largest state -owned bank, and its status should be equivalent to us.ICBC's stock price plummeted 15%in one day. What is this experience?I dare not imagine that there has never been in the history of A shares.
The main reason for the plunge in the Indian stock market is that the big X results of India are less than expected.Originally, the market believed that Modi would win this round of X with a large leading advantage, but the actual results came out that Modi's leading advantage was not as good as 2019.
There are two pictures below. The first one is the result of the big X of India in the past few years.Among them, orange represents Modi, in 2014 and 2019, the first two times of Modi, they all won with an overwhelming advantage.
The second one is the result of the big X of India in 2024. Although Modi won, the leading advantage is not as good as 2019. It has been seized by the opponent to occupy a lot of places.Pune Wealth Management
In the Indian Sense30 Index, the actual controller of many listed companies is closely related to Modi.If Modi is weakened, the benefits of these people will be affected, and the performance of the listed companies they control will naturally be dragged down.
Let's look back at the history of the Indian stock market. It will also find that the Indian stock market has experienced a long-term without rising pain time from 2007-2014. It was officially opened until Modi was successfully elected in 2014.Modi's importance to the Indian capital market is self -evident.
Therefore, from the perspective of investors, Modi's victory and leading advantage expanded, which is good.Modi's victory but a leading advantage narrowed, it was Li K.If Modi can't even L, then the future will be dark, and no one knows what will happen.
But from the perspective of ordinary people in India, Modi is not very good.In the past few years, the Indian Tong Z is between 4-5%and lost the Y rate between 7-8%. Ordinary people bear the suffering of Tong Z and losing Y.In addition, the gap between the rich and the poor in India has even widen.In 2019, India has a 1%population of 31%of the country's wealth, and in 2024, India's 1%population has 40%of the country's wealth.
Modi will not be as easy as the previous two times. The Indian stock market plunging today reflects this expectation.
It is interesting that at the same time as the Indian stock market plummeted, A shares began to rise.This is the end of April 2024, the Japanese stock market plummeted, and A -share Hong Kong stocks rose a bit.
If you still have some memories, you should remember that "Except C" is very popular at the end of 2023, which probably means avoiding our assets.
Therefore, at that time, many foreign capital sold Hong Kong stocks and A shares, and they invested in Japanese stocks, India, etc.Simla Stock
However, since the beginning of the yen years, it has depreciated sharply, and the cumulative depreciation has been close to 10%.And the Japanese East Stock Index has increased by about 16%since the beginning of the year.Although Japanese stocks seem to have risen well, for foreign investment in US dollars, the average rate of return to invest in the Japanese stock market is actually only 6%.If the Japanese yen continues to depreciate sharply, foreign capital will not make enough money in Japanese stocks to lose on the yen exchange rate.
However, some time ago, the Bank of Japan was strongly involved in stable yen, and Japanese stocks temporarily stabilized.
The exchange rate of the yen was greatly depreciated, and today the Indian market has changed.In contrast, our assets have actually bottomed out.
On the one hand, the policies of various rescue prices have been introduced. Although the effect looks average, the real estate has not fell sharply, entering the grounding stage.On the other hand, after the beginning of the New Year, the valuation of A shares and Hong Kong stocks is relatively cheap.Finally, it is clear that the A -share market has recently been carried out to reform, clearing ST garbage stocks, improving the delisting system, and improving the dividend and repurchase of listed companies.
However, there are still many A shares to learn.
When I studied studying the Indian stock market today, I found that in the delisting system of Indian listed companies, some investors were protected by investors
Indian stock delisted, including forced delisting (financial J) and active delisting.
If the forced delisting will take effect, the independent financial team will evaluate the company's assets, and set the reasonable and fair price of the stock. The listed company that is delisted must repurchase the stock on the hand of retail investors at the price, otherwise it will be punished.
If it is actively exit and take effect, listed companies need to give a reasonable price to repurchase stocks on retail investors.If the repurchase does not reach more than 90%of the proportion of retail holdings, the active delisting fails.
Therefore, investors can buy financial -made stocks, not only can they get compensation, but they can also sell junk stocks back to the company. This is the real protection of investors.
I really do n’t know if I do n’t learn, I am scared.This moment, India is really far ahead
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