Industrial policy:Foreign trade:After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire:
The words are "more active" fiscal policy and "moderately loose" monetary policy.It is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment.Monetary policy and fiscal 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!
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13