In terms of fiscal policy, it is said that "a more active fiscal policy should be implemented", and deficit ratio in narrow sense and broad sense is expected to expand obviously. Monetary policy changed to "moderate easing" for the second time since 2008.In terms of fiscal policy, it is said that "a more active fiscal policy should be implemented", and deficit ratio in narrow sense and broad sense is expected to expand obviously. Monetary policy changed to "moderate easing" for the second time since 2008.From October 8 to last Friday's breakthrough, this two-month triangle arrangement has basically come to an end. If the accumulation of Friday's breakthrough in this triangle is purely due to some uncertain factors, then this meeting will convey more than expected content, which will be able to consolidate the breakthrough trend here.
Generally speaking, the expression of this meeting exceeded the market expectation, and the most important keywords were "unconventional", "stabilizing the property market and stock market" and "moderately loose".According to the analysis of relevant market participants, the overall tone of this meeting is positive, indicating that "a more active and promising macro policy will be implemented next year", indicating that on the basis of the current policy, the overweight of the overall policy will continue. At the same time, the major conference mentioned the word "extraordinary" for the first time, or indicated that the follow-up policy measures would be more diversified.Hong Kong stocks and FTSE A50 skyrocketed! Where is A-share going?
Long-term direction: real estate, kitchen appliances, chicken raising, food, zinc, good free cash flow, high dividends, high dividends, and growth (don't blindly pursue high dividends, be wary of varieties with high dividends and low dividends, and wait for the callback to stabilize and intervene).In terms of fiscal policy, it is said that "a more active fiscal policy should be implemented", and deficit ratio in narrow sense and broad sense is expected to expand obviously. Monetary policy changed to "moderate easing" for the second time since 2008.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13