Goedkope uggs nederland Internal factors will domi

43nike9485qt

train collector html simple template model

Internal factors will dominate the A shares market is better than holding money holdings _ National Yahoo Finance

In the past five days, holidays, overseas markets have not a small gain. U.S. stock market since September by the U.S. mid-term elections more influence on policy for the economic stimulus is expected to boost the maximum points. We expect the November mid-term elections, the U.S. government on economic growth, employment promotion policies will continue to be surrounded by a wide range of expectations, the capital market will also be expected for this series of stage performance. The dollar is also a more recent critical factor, the dollar's volatility is certainly the difference with the economic recovery,[link widoczny dla zalogowanych], the international mobility of capital is closely related to political factors but also can not be ignored, the recent weakness in the dollar index is clearly a mix of continuing political factor composition. For domestic purposes, the factors supporting uplink A shares do not think we can be found in overseas markets. Speaking from the real economy, continued weakness overseas through import and export trade will not affect the chain of real expansion of aggregate demand and capital markets upward. The international capital flows the effect of this channel may be largely lower than expected, driven by hot money inflows in asset prices will rise relative to 06,07 years,[link widoczny dla zalogowanych], a considerable degree of weakening. First, the current appreciation of the currency exchange may be more under a political expedient, not a trend toward response. Since the Second exchange reform, the RMB has appreciated against the U.S. dollar has been 2.1%, still expected before the 3% -5% of the. But the rapid appreciation of the hot money is probably not a good news, on the one hand may not make a rapid response, on the other hand is likely to weaken further appreciation is expected. Second,[link widoczny dla zalogowanych], the domestic capital controls, the inflow of hot money for the import and export trade is very largely dependent. Down the import and export trade growth is the high probability event, which is another major constraint factor of hot money inflows. Third, the hot money inflows and the various effects in 2007 already fully reflected, and decision-making is also deeply learned a lesson. Therefore, regulation of capital controls and policies may be more mature thinking. Therefore, these three terms, \In addition to this path, we hardly find a good external factors supporting the current A-share market run, the most fundamental but it is still in the country. A share market, the domestic constraints that the main factor and which it? In our view, mainly the following aspects. First,[link widoczny dla zalogowanych], the price is undoubtedly a very important factor. State Department once again demonstrated the need to crack down on speculative demand for housing, which will form the real estate sector in terms of sustained pressure. Although the real estate company's performance may not be bad, but the industry may continue to depress the valuation. And in the supply of release, how to get the whole market will remain difficult to predict the circumstances, the real estate section can only be settled to the \Second, financial risk control is a major financial sector continued to pressure. Allowance rates have increased, interest rates market-oriented reforms, the decline in credit growth may cause the volume and price faced by the banking system or the situation, performance, growth is not optimistic. Third, continuing to promote energy saving in terms of the energy sector will be formed for the repression. Fourth, the real economy vulnerable and M1 continued down the overall market is expected to be difficult to reverse the trend of opportunity is difficult to form. Fifth, the lifting of the ban wave around the corner, small board and the GEM adjustment of risk companies face lifting of the ban. From the above five ways, internal and external factors of the A-share market resonance is difficult to surpass their own and out of the same as the strong rise in overseas markets, internal and external factors will continue to be East Eats West battle. For the short term, the approach of the National Day holiday has added a lot of uncertainty. The rest of the trading day in September may be for many people is a \On the \For configuration, we determined the idea is still growth, policy control weakened, leading industry to stock configuration ideas, optimistic about passenger cars and parts, household appliances, chemicals and benefit from tourism hotel holiday plate.

More articles related to topics：

[link widoczny dla zalogowanych]

discount cosmetics mac Chinese Entrepreneurs Fund,

Tory Burch Shoes September shocks into brokerage s