129689870682608750_699XING Zhang Huiping run fund managers believed that macro-control policies next year and liquidity of relaxation is a gradual process, overall opportunities of smaller stock market is still dominated by structural opportunities, relax expectations of policy appears in the process of pulse-type market. She further noted that next year will no longer appear as fiscal stimulus of fire-2008 investment can be expected fiscal deficitPolicy reflected in the structure of tax cuts and subsidies for new industries and people's livelihood project investments, and so on. Liquidity, deposit growth constraints and limitations of existing deposit and loan ratio, Bank lending capacity constraints, expect credit of about 8 trillion next year. And this year the Bank trust of off-balance sheet products provide more liquidity, this liquidity will next year rather thanThis year, so ample funding is still not of market next year.
In addition, the relative investment growth this year and next year there will be a marked decline, real estate investment, investment in infrastructure is not as good as this year. For the real estate industry, said Zhang Huiping, local real estate regulation policy next year will be adjusted on the operational level, larger after easing is expected in the medium term, this regulation will accelerate real estate real estateIntegration among enterprises, real estate focus to a single background or trust in the future, cash flow sufficient room on the enterprise. Local government and the Central Government's intensified policy game at this stage, about the policy confusion in the market. At present, some listed real estate companies in PB valued at about 1 time, real estate belongs to the leading industry, real estate stocks generally higher than the market bottomed out in advance. At the same time,Big trends of real estate opportunities hasn't arrived, but there will be policy expects of relaxing pulse opportunities, big opportunity until this year's real estate investment trust in the first quarter of next year or so after centralized payment risk release, again based on degree of deteriorating industry fundamentals and processes to configure policy change. For specific investment operation
Apple iBook M2453 Laptop Battery, Zhang Huiping said next year on the operationFell fighting for control risks, concerns some stock of cash option. Cyclical stocks can have the best investment stages, so the cyclical stocks traded opportunities tends, do-band operations; relative preference of growth stocks on stock selection, key configuration in consumption
Apple M9140G_A Laptop Battery, the pharmaceutical sector growth is determined and valued defense stocks.
The other news around this topic
:
没有评论:
发表评论