Foreign trade:It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.
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?Consumption policy: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 expand high-level opening to the outside world and stabilize foreign trade and foreign investment.
Strategy guide
Strategy guide 12-13
Strategy guide 12-13