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!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?Monetary policy and fiscal policy:
Consumption 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!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.
Foreign trade:Consumption policy:The words are "more active" fiscal policy and "moderately loose" monetary policy.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13