The ups and downs of 2021 have finally passed, and the global stock market has handed over its full-year report card. Although the overseas epidemic is still continuing, this does not affect the performance of the stock market. France's CAC40 and the United States' S&P 500 ranked first and second respectively, rising 29% and 27.61% respectively. Both countries have maintained loose policies in the fight against the epidemic. Active monetary policy has released a large amount of liquidity to maintain economic growth. The third place is Taiwan's weighted index, which has risen by 23.86% throughout the year. This is mainly driven by the semiconductor industry. The wafer manufacturing industry has been highly prosperous throughout the year, allowing listed companies to achieve both revenue and stock price gains.
Among the world's major markets, the weakest performers are the Hong Kong Hang Seng Technology Index and the Hong Kong Hang Seng Index. Since China's large Internet companies account for a high proportion of these two indexes, antitrust and compliance measures in 2021 , these companies faced greater challenges, driving Hong Kong's main index to fall sharply. However, on the last day of the year, Chinese Internet companies started a huge rebound. Perhaps some funds have been deployed for this for a long time. Will 2022 be a prosperous year?
From an industry perspective, the energy and real estate industries are the strongest in the U.S. stock market, with an annual increase of more than 40%, obviously benefiting from the rapidly rising inflation. In addition, leading Internet companies and the financial industry have also received a large share of the pie in the bull market. , an increase of more than 30%.
The leading industries in the A-share market are also similar to those in the U.S. stocks. The leading industry is also energy, with an increase of 32.55%. The second place is raw materials, with an increase of 27%. Although the increase is weaker than that of its American counterparts, it still brings benefits to investors. Get richer returns. What is different is the real estate industry. Against the background of inflation, A-share real estate stocks have continued to fall. The main reason is that high housing prices have led to a series of industry regulations.
In the weak Hong Kong stock market, the energy industry also took the lead, with a cumulative increase of 21% for the whole year. It is one of the few industries with outstanding performance in the entire market. Utilities and raw materials also benefited from the inflationary environment, and most other industries performed better. The information technology industry, dominated by Internet companies, fell as much as 34.84% for the whole year.
All industries and market performance have cycles. What happened in 2021 does not mean that it will continue indefinitely. Who will be the market leader in 2022? You are welcome to continue to pay attention to our follow-up content.
