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!Leading the development of new productive forces with scientific and technological innovation and building a modern industrial system;Industrial policy:
The key word is "leading", so technology stocks will naturally not be bad next year!The words are "more active" fiscal policy and "moderately loose" monetary policy.Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!
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?The words are "more active" fiscal policy and "moderately loose" monetary policy.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide