Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!It is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment.The words are "more active" fiscal policy and "moderately loose" monetary policy.
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!Consumption policy:It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.
Foreign trade:Stock market: the word is "stabilize" the property market and the stock market, which means that it is difficult to fall sharply next year. As long as there is a big drop, there will be policies at the bottom, but there is no bull market to take off!The key word is "leading", so technology stocks will naturally not be bad next year!
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13