It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.I just want to remind you, remember last August 28th? The more positive after the market, the more comprehensive singing, and a high opening tomorrow will be over.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?
After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire:It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.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!
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!Consumption policy:
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13