Foreign trade:Industrial policy:Foreign trade:
It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.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!
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!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!
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13