Thursday, April 28, 2011

oth the external cause a large release liquidity


In march, the CPI inflation is growing at 5.4% and internal: both the external cause a large release liquidity, external U.S. dollar, with inflows into the emerging countries; Meanwhile crude oil, metal commodity prices even higher inflation, input type innovation more serious; Internal lewis inflection point coming, Labour costs rise, income forced to raise, the overall price hikes. We believe that, Tory Burch Sandals Sale, even if the management through monetary policy and administrative intervention to regulation, the overall price level to maintain high this year trend of very difficult to change, high CPI will be in long-term future existence.

"1025" plan finalized by "big spending in the past," lead is difficult to imagine. Christian Louboutin Evening Sale, China's economic three carriages "investment, exports, consumption, consumption has been ranked last in 2009, with the government invest big four trillion yuan, investment has reached its maximum; Along with the RMB continue to rise and Labour costs rise, export to maintain the fast growth increased difficulty; While China has a global 1/4 of the population, along with the national economic strength increases and national income increase, consumer upgrades and increase will be the main driving force of economic boost China's.

As a consumer standpoint, medicine, retail industry, electrical appliances, food, travel, clothing maintained the growth of certainty. Judging from the 2010 annual report of the listed company, the average growth -- 30% in 25%, but part of the consumer stocks in the past few years have been TunBing, therefore, the organization has been higher overall p. In the first quarter of this year due to the rise of blue-chip big capitalization, funds, consumer stock signs appear metastasis appeared collective drop, average cut at 20%, run lost stock index. But such transfer has investment opportunities, with the arrival of the second quarter, 51, the Mid-Autumn festival, the National Day, New Year's day, consumption industry investment opportunity is coming again.

Maintain high inflation, beating the CPI is today the ideal, all investors are seeking brand of consumption enterprise, will ensure stable prices space and effective capacity expansion, this enterprise is worth us long-term investments. Tory Burch Flats, Remembering the past decade of maotai, yunnan white drug-powder (000538), DongA donkey-hide gelatine (000423) such brands, their growth is the enterprise with Chinese economic and population income synchronization, investment such enterprise overnight, but may be difficult to secure and stable good wealth of Daniel, these enterprises run win CPI is one of the best investment mark.

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