If you don't dare to accelerate in extremely undervalued sectors like banks that directly benefit from this policy, it means risk appetite is simply not there, and the bull market hasn't been confirmed. Those chasing brokers and small caps for elasticity should be careful not to get stuck mid-air. To establish a bull market, undervalued financial sectors like banks and insurance must accelerate—just refer to the second half of 2014's trend!
Only when financial heavyweights accelerate can confidence and momentum grow. Otherwise, if heavyweights become dead weight, the index will slide, and those betting on small caps for elasticity will scatter like a disorganized mob.
Banks can both attack and defend—they rise whether there's a bull market or not, just a matter of speed. But for small caps and brokers, it's a life-or-death issue.
$China Merchants Bank(SH600036)$ $Jiangsu Bank(SH600919)$ $TF Securities(SH601162)$
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