Are you wondering why three states are in lockdown, more than 16 million Australians are being restricted of movements, and yet, the ASX marched to the new record highs? Let me share some of my views.
The consensus is, this time, the most affected are the small businesses, the big companies which make up the ASX are not being affected as much, if at all.
For example, the miners and the banks, they are mostly operating business as usual, and they make up of two thirds of the ASX 200 market cap.
And for other big companies, they would already have the work from home arrangements in place for the employees.
And for some employees, they haven’t gone back to the office since the pandemic began last year, so lockdown or not, really does not make a difference.
But for small business, and particularly the retails (most retails are small businesses), they are being hit the hardest.
And the second reason is that the stock market is forward looking. Even though half of the population is in lockdown, it is only going to be temporary.
Last year, when the news about the virus first emerged, we have no idea how it was going to end.
We now have the vaccine, and we know the economy will bounce back, the jobs will be created again, it is just a matter of when, not if.
Thirdly, the money printing does work. With the government help available, it is not as scary as once thought. If you give money to the low income class, most of it will be spent, which helps the flow of money and eventually, the printed money will have the multiplier effect and will boost the economy to a larger extent.
Mark my word, the ASX200 will hit 8000 mark by the end of the year.
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美国股市要跌了，澳洲能一枝独秀？
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Totally BS
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疫情有疫苗，全球疫情，最终物流成本和大众商品成本提高，无价上涨，不是经济打击。指数之前横盘很久，该跌不跌，会反向钟摆，创新高让相信通胀的韭菜入场。新高不是风险，下跌跑的慢是风险
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文章不错，谁写的，有链接吗
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反应本地人想法。
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Yes go go go
年底破万点
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写的我觉得挺有道理的。。
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政府补贴到帐，股市冲冲冲
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印钱
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大多数赚的钱没少，花的钱却少了，只有都去股市和房市了。
如果后续没有更致命的变种出来，这种乐观的预期是对的，也就是说大家打完疫苗经济就恢复正常了，现在最大的变数是会不会再来一个更可怕的变种，传播性和致命性都更强的。好像也不是不可能。
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越是做生意的环境不好, 越多钱进房市股市
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发了那么多补贴，待在家里有钱没事做啊，有钱人炒房，没钱人炒股。等昆州维州加入补贴大军，股市还要创新高。
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医学角度上说，与人类共存也是病毒的进化方向，杀死宿主病毒也就死了
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完全同意，我们公司去年今年业绩大增增长
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明白了，原来新冠的打法是先干掉其他感冒病毒，然后再想办法和人类长期合作
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很有可能，但是也不影响某些大公司和WFH 的员工
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很多澳洲分析师基本类似这些观点。
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这次发钱都是直接给员工，中层收益，老板们估计今年这几个月不亏都不错了特别是大公司。
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好些我觉得不是essential 的工作都在继续，封城只影响了小生意
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疫情跟股市现在是没有关系了。不服来辩
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不是正比关系吗？疫情越严重股市越高 股市至少会冲高到至少2021年底吧.
明年疫苗普及 慢慢调整
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正解
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新来的韭菜
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继续投入股市
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疫情越是严重，越要大水漫灌，所以水涨创高。
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股市升降看得是大家信心，如果政府一直印钱，这个一定会提振信心的，哪天政府不印了，你就看好跌吧
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等疫情过后 又是一轮新高
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