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Pi Haizhou: Where Are Investors Focused?

2015/3/5 13:08:00 25

Pi HaizhouInvestmentTwo Sessions

The annual "two sessions" were held on March 3rd and 5. Based on the development of all fronts across the country in 2014, there is no doubt that this year's "two sessions" are full of expectations. Since the "government work report" that will be deliberated and adopted by the two sessions will be deployed for the work of all fronts, therefore, this year's "two sessions" will naturally be a little bit less.

Investors, of course, are concerned about the investment opportunities brought by the "two sessions" to the stock market. In this regard, "two sessions" for the stock market, is indeed a major positive. Because from the various points of view of the "two sessions", it will bring a lot of themes and investment opportunities to the stock market. For example, in December last year, the central economic work conference identified the 2015 regional economic development roadmap, with the emphasis on promoting the "one belt along the way", the coordinated development of Beijing, Tianjin and Hebei, and the construction of the Yangtze River economic belt. This matter is sure to be implemented in the "government work report" of the two sessions this year. This will actually promote the development of China's economy in the maximum extent, and it is inevitable that the listed companies will benefit from it. Another example is the reform of state-owned enterprises, which is also a major event of the government's work in 2015, which will also make the corresponding listed companies a hot spot of market concern. Another example is to protect the ecological environment, crack "ten sides of haze" and build "beautiful China", which will bring development opportunities to the relevant environmental protection enterprises. There is also a question of national security, which will also bring opportunities for speculation to the corresponding military concept stocks.

However, personally, I value the two points of the "two sessions": one is anti-corruption, the other is governing the country according to law. After all, anti-corruption has made remarkable achievements in the past two years, and there are more than 80 corrupt officials in provincial and ministerial levels. What measures will be taken next step to attract more attention? Governing the country by law is fundamental to changing the rule of man. Ruling the country by law can change the "will of the governor" formed over thousands of years, which is the foundation for the development of Chinese society.

From the perspective of investment, it is particularly significant to pay attention to the two points. As far as anti-corruption is concerned, investors want anti corruption to go deep into the capital market, and therefore promote the construction of capital market related system. After all, the capital market is full of deep interest relations, which is more corrupt than any other industry. According to media reports before the Spring Festival, 70 listed companies were involved in the anti-corruption storm, but for the more than 2600 listed companies, this is just the tip of the iceberg. More and more corruption is still hidden in listed companies or related institutions. It can be asserted that there is a "corrupt gold mine" in the capital market, and so on.

Not only that, but through "anti-corruption" to achieve perfection. Stock market system This is another reason why I am concerned about combating corruption. For example, power rent seeking is a common phenomenon in capital market corruption. Like the Shenzhou taeyue company, its listing process is a process of power rent seeking. How to investigate these companies is still a blank in the current stock market system construction. If this system can not be perfected, this is a kind of affirmation and encouragement for the company to seek power rent seeking. Such enterprises and parties concerned must be severely punished. In serious circumstances, the order is ordered. Delisting I will not hesitate to do so.

For the rule of law, for the stock market, it is Rule by law 。 From the current situation, the law on the stock market is mostly "tofu law", not only can not severely punish illegal and criminal acts, and even to a certain extent, harboring the suspicion of illegal crimes. Therefore, the laws and regulations of the stock market must be perfected, which is in line with the spirit of ruling the country according to law. At present, the securities law is being revised. I sincerely hope that the amendment of the securities law can bear the heavy responsibility of the Chinese stock market in governing the city according to law, so that the spirit of ruling the country according to law can take root, blossom and blossom in the stock market. We can really punish the illegal and criminal acts severely, and escort the healthy development of China's stock market.

I firmly believe that as long as anti-corruption can go deep in China's stock market, as long as the amendment of the securities law can achieve the effect of punishing illegal and criminal acts severely, the Chinese stock market will become a pure land of the whole country and usher in a clear blue sky. The stock market will become a real investment place for investors.


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