Near the weekend, the 2800 is some World War II, more, return defeated, the fall of 2800 points again. It is also, stock index since last December 28 the third time since the breakdown of six lines. Although, yesterday, to close at 2791 points, or hold a half line. However, the advantage of only 1 point, people do not feel at ease, feeling something to happen.
Sure enough, after the close, the central bank announced the 20, the deposit reserve ratio by 0.5 percentage points. This is the first time this year the central bank raised the deposit reserve ratio, the increase in deposit reserve ratio, the large financial institutions to deposit reserve ratio by 19.0%. Last year, the central bank raised a total of 6 times the deposit reserve ratio.
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central bank reserves to stress may lead to a small short-term rebound
tight policy, pending only the worst. He said the short term is bad landing, will help market a small rebound. However, this increase can be seen from this year's inflationary pressure is still large, the latter continued to rise or interest rates can be expected. Niu Yang said that the world has entered an intensive period on interest rates, domestic interest rates once again a matter of time.
media reported recently that South Korea, Thailand has announced a rate hike. Yesterday, the NDRC said, do not rule out the introduction of the first quarter of the new price control policy. Worried about inflation heating up again, market pressure has doubled.
yuan foreign direct investment and long-term good pilot market
inflationary pressures in the troubled market, promote and accelerate the internationalization of RMB exporting capital-intensive news release.
Document No. 1 ground yesterday the central bank, foreign direct investment RMB pilot start. Rapid control of inflation, output of capital is an important new initiatives to achieve control of inflation, adjust the balance of structure and maintain growth.
However, he also pointed out that the issue should be a comprehensive look at the RMB internationalization is the trend of capital outflows reduce domestic inflationary pressure, so naturally not over-tighten monetary policy. Medium to long term, the currency is also conducive to international capital flows, on the new A-share market potential positive factors.
focus of this year, the Commission may still be issued new shares
closing, the SFC website announced that the focus of this year, still is to expand direct financing. 2010, a large number of IPO and refinancing this year after the forces of the blood market is increasing.
even removed a large number of banks to refinance last year, reporters Statistics found that IPO last year, a total of 349 cases, the total financing of 478.3 billion yuan, 187.9 billion yuan more than in 2009 increased 155%. The SME board a total of 204 IPO, financing up to 202.7 billion yuan, an increase of 378%. According to Ping An Securities report predicts the amount of financing in 2011 will exceed 4,000 billion yuan. This prediction is entirely consistent with the Commission's work.
tight monetary policy, finance accelerated. A unit will go from here?
analyst at Guotai Junan up what Li told reporters that the needs of the market choose the direction of more and more urgent. order form is nearing completion, is expected to be completed next week, long and short duel.
SW analyst Li Yu also said, . multi-effects not seen repeated attacks, is bound to retreat.
monetary tightening Stopped
investment around the turn structure
how many decline to bad monetary policy, depending on inflation.
Hua An Fund said that the future operation of the inflation rate has come down trend, but can not underestimate the long-term future inflation and repetitive. Tight monetary policy may at first and after the stabilization of the situation. Expected to raise interest rates by a quarter, raising the reserve ratio and other ways to achieve, and may turn to wait and see policy in the second quarter, the second half will probably turn to sound even slightly relax.
investment to monetary policy this year as the center
Hua Foundation said, analysis of various asset markets the expected changes in monetary policy, on this basis to be appropriate first.
because the transition period is a major issue over the transition to promote the industry therefore have a monetary contraction against a solid support; Secondly, the scarce resources industry because of the currency against the backdrop of shrinking economic recovery, but economic recovery will certainly increase the demand for resources; Finally, undervalued by the market sector, such industries contains little bubble, with the economic recovery, the advantages of its fundamentals and valuation will stand out.
look around the restructuring and growth opportunities
market volatility, brought a new base Jiancang opportunities.
South preferred fund aspiring fund managers talk about building strong, told reporters his investment model is based on value investing, selecting a good company, through technical analysis to find a good buy.
He said the future of China's own economic transformation and growth are confident that involve great investment opportunities. Tan Jian-Qiang that in his view, the high-end equipment manufacturing, information technology, environmental protection, medicine consumption and other sections in the future growth potential.
China's urbanization and economic transformation, industrial structure upgrade, both for the high-end equipment manufacturing to bring a broad space for development.
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