Boosting consumption and expanding domestic demand seem to be the focus of next year! It is good for the traditional consumption of automobile, real estate and household appliances.Just now, the Politburo meeting was held! Fire line interpretation! China's assets are soaring, FTSE A50 is up over 4%, and A shares will be booming again tomorrow?Industrial policy:
Stock market: the word is "stabilize" the property market and the stock market, which means that it is difficult to fall sharply next year. As long as there is a big drop, there will be policies at the bottom, but there is no bull market to take off!Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!The words are "more active" fiscal policy and "moderately loose" monetary policy.
Stock market: the word is "stabilize" the property market and the stock market, which means that it is difficult to fall sharply next year. As long as there is a big drop, there will be policies at the bottom, but there is no bull market to take off!Boosting consumption and expanding domestic demand seem to be the focus of next year! It is good for the traditional consumption of automobile, real estate and household appliances.Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!
Strategy guide 12-13
Strategy guide 12-13