Regarding the entry of insurance funds into the market, China Life Insurance lost a lot of money in stock trading$CHINA LIFE(02628.HK)

LongPort - 新用戶_THRFD
新用戶_THRFD

Why do I think we should temporarily leave the A-share market now (March 2026)?

First, the core view: Now (March '26) we should temporarily leave the A-share market, reduce positions at highs when the Shanghai Composite Index is above 4000, and wait for a pullback to within 3800-3850 before considering re-entering. $SSE Index(000001.SH) Let's first review the reasons for the previous rise in A-shares. Internal factors: low valuations, the A-share P/E ratio was at a historical low before 9/24/24; increased holdings by the national team; insurance funds entering the market; a shift of household deposits; many industries have expectations or narratives of profit improvement or growth...

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