Facing inflation expectations multiple uncertainties, the marketmbt shoes usa recently adjust again. However, some funds think that ample liquidity, tightened policy in such background to stage highs, long-term see market movements still optimistic.
The rich fund specific assets management investment managers have liters to think, now the main logic research market there are three direction: the first is concerned, the company's annual report and quarterly listing The second is concerned with inflation outlook, tightening when ended; The third is to pay attention to the real estate regulation continuing stress test, and Banks results.
To this, once litres said, the country has issued to tighten monetary policy, mainly in view of the present situation, each shot inflation early, regulation higher frequencies. Therefore, the second half of inflation situation will receive certain control, again considering the whole enterprise earnings is better still, therefore, the future market trends relative was optimistic.
In addition, the fund judgment at present market liquidity remains abundant,MBT Fanaka it also became its intended to good basis of long-term stock market.
Becomes fund that because of the foreign exchange continue to flow into, coupled with the quarter was substantial, total social financing liquidity remains fairly strong, the current is positive for stock markets will be.
Becomes fund says, is the main reason of the excess liquidity reserves continue to inflows. Last week, according to market data exchange rate in the dollar index go soft drive, the median us dollar to RMB increase is bigger, 22 6.5156, closing at a daily, since the renminbi yuan reform high. Overseas market for recent appreciation of the yuan is expected to increase, which will inflow of hot money plays important role. "Data shows, last week into China's capital size up not down, reflecting the overseas investors still rising enthusiasm for Chinese investment.
Excess liquidity becomes fund think, another reason MBT Kipimo clog is that in the first quarter of this year total social financing increased greatly. On the one hand of direct financing the proportion of total social financing increases; On the other hand entrust loan and the bank acceptance etc off-balance-sheet financing incremental number is considerable.
Xinhua fund also said that recent market power mainly from earnings rising prices pushed close, while in annals, performance pushing effects, short-term markets rose after the decline, while market underpowered to high inflation data, economic growth and tightening control policies decline still worried. However, stay inflationary pressures, policy tightening expected after such negative factors concussion, the market long-term trends digestion is valued, low valuations remain the cycle can still be attention of stocks.
In zheshang fund view, government by a force pushing security room construction, railway transportation, water conservancy construction, support emerging industry development, fiscal policy, basic economic downside hedge, the influence of investment is still the economy driving point. Expected to stimulate consumption will also develop in the second half of the policy, consumer growth will have rebounded. Export, peripheral economies were undermined and product prices will push exports still keep a higher growth rate. Overall, one, two quarterly economic growth rate will appear drop, the entity economy is expected to be the lowest data appeared in July, followed by six, due to the policy, become loose, consumer investment restart, three to four quarterly economic growth will again restore upward. Full-year is expected to present situation. After former low high
The rich fund specific assets management investment managers have liters to think, now the main logic research market there are three direction: the first is concerned, the company's annual report and quarterly listing The second is concerned with inflation outlook, tightening when ended; The third is to pay attention to the real estate regulation continuing stress test, and Banks results.
To this, once litres said, the country has issued to tighten monetary policy, mainly in view of the present situation, each shot inflation early, regulation higher frequencies. Therefore, the second half of inflation situation will receive certain control, again considering the whole enterprise earnings is better still, therefore, the future market trends relative was optimistic.
In addition, the fund judgment at present market liquidity remains abundant,MBT Fanaka it also became its intended to good basis of long-term stock market.
Becomes fund that because of the foreign exchange continue to flow into, coupled with the quarter was substantial, total social financing liquidity remains fairly strong, the current is positive for stock markets will be.
Becomes fund says, is the main reason of the excess liquidity reserves continue to inflows. Last week, according to market data exchange rate in the dollar index go soft drive, the median us dollar to RMB increase is bigger, 22 6.5156, closing at a daily, since the renminbi yuan reform high. Overseas market for recent appreciation of the yuan is expected to increase, which will inflow of hot money plays important role. "Data shows, last week into China's capital size up not down, reflecting the overseas investors still rising enthusiasm for Chinese investment.
Excess liquidity becomes fund think, another reason MBT Kipimo clog is that in the first quarter of this year total social financing increased greatly. On the one hand of direct financing the proportion of total social financing increases; On the other hand entrust loan and the bank acceptance etc off-balance-sheet financing incremental number is considerable.
Xinhua fund also said that recent market power mainly from earnings rising prices pushed close, while in annals, performance pushing effects, short-term markets rose after the decline, while market underpowered to high inflation data, economic growth and tightening control policies decline still worried. However, stay inflationary pressures, policy tightening expected after such negative factors concussion, the market long-term trends digestion is valued, low valuations remain the cycle can still be attention of stocks.
In zheshang fund view, government by a force pushing security room construction, railway transportation, water conservancy construction, support emerging industry development, fiscal policy, basic economic downside hedge, the influence of investment is still the economy driving point. Expected to stimulate consumption will also develop in the second half of the policy, consumer growth will have rebounded. Export, peripheral economies were undermined and product prices will push exports still keep a higher growth rate. Overall, one, two quarterly economic growth rate will appear drop, the entity economy is expected to be the lowest data appeared in July, followed by six, due to the policy, become loose, consumer investment restart, three to four quarterly economic growth will again restore upward. Full-year is expected to present situation. After former low high
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