Industrial policy: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?Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!
Be more active-it means that deficit ratio will improve, exceeding 3.5% is expected, and even the second round of 5-10 trillion yuan is expected!Foreign trade:Industrial policy:
Monetary policy and fiscal policy:Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!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.
Strategy guide 12-13
Strategy guide 12-13