Stocks, bonds, cash, who can win in 2011? stocks still have the chance? Share Share gugx.com survey found, among which the best chance of the stock market, not only A-share market is expected to total up, and do not little stock or fund is expected to have excess returns. 2011, A-share market structured prosperity will continue.
appreciation of the RMB to bring the stock market is rising, stock share, said it depends on the domestic economy, changes in liquidity, it remains to be seen in external demand and domestic regulatory policies. Significant appreciation of the currency to promote the logic of asset prices is twofold: First, foreign capital flows more liberal environment of the massive foreign capital to enter, so the domestic monetary expansion appears, is awash with liquidity pattern; the other elements of the currency appreciation and price increases damage the competitiveness of the export sector, the manufacturing sector decreased return on investment, capital appears shifted from the industrial estate and capital market trends.
in total credit, the market liquidity or credit as the first half of next year be devoted to significantly improve. The first half of next year, inflation is unlikely to continue upward, and energy conservation to curb demand an end will also be released at the beginning.
overseas economies such as South Korea (October 1985 to April 1989), China Taiwan Region (December 1985 to January 1990), Japan (1985 to 1989) have experienced a similar period, the currency appreciation under the stock market cattle.
A-share market despite the current malaise, but institutional investors have not lost confidence in the market next year, and now may be a low chance. % to 25% downside has been killed, the bottom of the feature is very obvious. From 2011, the overall economic situation, China's economy will show a higher growth characteristics of higher inflation.
Second, the stock share www.gugx.com that consumption will remain stable. / p>
not pessimistic for the same investment focus to see the three major items of fixed assets investment. by long-term loans and the proportion of investment in fixed assets less projected 7 trillion of new credit corresponds to 20% ~ 26% of the fixed asset investment growth. > In addition to the recovery of the three major economic engines, ample liquidity will also benefit the market in 2011.
from the overseas market, the waves but does not change despite the recovery trend, endogenous dynamics driving the U.S. economy to moderate growth potential, the European economy will grow steadily. At the same time, the United States will maintain an accommodative monetary environment, the long-term, Europe's large-scale assistance to crisis countries can look forward to.
Overall, the shares of the stock share gugx.com sharing of resources, China's largest portal that the domestic market in 2011 will become more reasonable valuations, earnings growth will deliver on expectations. At the micro level, the stock of assets relative to other asset valuations have a strong attraction, and the real estate market and the futures markets for capital speculation was further restricted, flow of funds to support the micro level, the relative valuation of the stock market depression.
information, the currency appreciation increases the probability of the stock market big time. Recalling the history of shared stocks found in the sharp appreciation of the currency, many economies in the stock market bull market situation. Such as the 2006 and 2007, the stock market appreciation of the renminbi under the interpretation of a wave of big bull market, this is due to currency appreciation and the economy, liquidity cycle caused by the superposition of the great bull market in asset prices.
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