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.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:
Then, after reading the five highlights, it is really good. FTSE A50 has risen by 4%, so what do you think of A shares tomorrow?The words are "more active" fiscal policy and "moderately loose" monetary policy.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!
Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.Consumption policy:
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13