Trader: The Indian central bank may support Indian Rupee by selling dollars through state-owned banks.On the 13th, local time, the South Korean prosecutor summoned Guo Zhonggen, the commander of the special operations before the investigation.On the 13th, local time, the South Korean prosecutor summoned Guo Zhonggen, the commander of the special operations before the investigation.
The Indonesian rupee fell to its lowest level against the US dollar since early August, falling by 0.4% in the day.Reuters opinion polls show that 94% of economists said that the tariffs of US President-elect Trump will have a negative or some negative impact on the Japanese economy; 51 of 52 economists said that the Bank of Japan will raise interest rates to at least 0.50% before the end of March; 58% of analysts said that the Bank of Japan will keep the benchmark interest rate unchanged at 0.25% in December, compared with 44% in November; The salary increase in Japan's labor negotiations in the next fiscal year is 4.7%, which is lower than the median forecast of 5.1% in this fiscal year.Huatai Securities: The countercyclical adjustment is stronger than expected, and the expansion of domestic demand may fall on the policy of boosting consumption. Huatai Securities believes that the macro-policy orientation conveyed by the Central Economic Work Conference is more positive, in fiscal policy (expanding deficit, increasing special national debt, expanding the use scope of special debt, etc.), monetary policy (moderately easing, timely lowering the RRR and cutting interest rates), real estate and capital market (stabilizing the property market and stock market), and expanding domestic demand policy (implementing special actions to boost consumption) In terms of currency securities, Huatai Securities believes that there is still room for interest rate cuts. On the one hand, the current real interest rate level is still high in horizontal comparison; On the other hand, credit expansion, especially the balance sheet expansion of developers and local governments, is relatively weak, and the cost of capital has room for further decline. It is expected that the central bank will cut interest rates by 30-50 basis points next year, but the pace may be affected by external changes and exchange rates.
The strength of the policy is in line with expectations. The New Year's market may have started, and the Shanghai and Shenzhen 300ETF South (159925) can be used as a key layout. On December 13th, as of midday, the Shanghai and Shenzhen 300ETF South (159925) fell by 2%, with a turnover of 115 million yuan. The constituent stocks are mixed, and in terms of rising, Yangtze Power leads the rise; In terms of decline, Zijin Mining led the decline. In the news, from December 11th to 12th, the Central Economic Work Conference was held in Beijing, which made a systematic plan for next year's economic work. Regarding the highlights of the meeting, CITIC Jiantou said that the meeting of the Central Economic Work Conference continued the main tone of the Politburo meeting on Monday, and made systematic arrangements for economic work next year. Next year's policy will focus on expanding domestic demand and AI+ in an all-round way, and the policy strength and direction are in line with our expectations. With the support of policy expectation and liquidity, the current new year's market has been launched, and it is expected that the market will continue to show the characteristics of shock upward. Focus on industries: non-bank finance, real estate chain, consumer electronics, machinery, construction, building materials, steel, social services, catering chain, etc. Topics of concern: duality and innovation, supply-side optimization, new quality productivity, market value management of state-owned enterprises. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.Huatai Securities: The countercyclical adjustment is stronger than expected, and the expansion of domestic demand may fall on the policy of boosting consumption. Huatai Securities believes that the macro-policy orientation conveyed by the Central Economic Work Conference is more positive, in fiscal policy (expanding deficit, increasing special national debt, expanding the use scope of special debt, etc.), monetary policy (moderately easing, timely lowering the RRR and cutting interest rates), real estate and capital market (stabilizing the property market and stock market), and expanding domestic demand policy (implementing special actions to boost consumption) In terms of currency securities, Huatai Securities believes that there is still room for interest rate cuts. On the one hand, the current real interest rate level is still high in horizontal comparison; On the other hand, credit expansion, especially the balance sheet expansion of developers and local governments, is relatively weak, and the cost of capital has room for further decline. It is expected that the central bank will cut interest rates by 30-50 basis points next year, but the pace may be affected by external changes and exchange rates.The REIT of AVIC E-commerce warehousing and logistics will be put on sale to public investors today. According to the announcement issued by AVIC Fund, on December 13th, the closed infrastructure securities investment fund of AVIC E-commerce warehousing and logistics (hereinafter referred to as "AVIC E-commerce warehousing and logistics REIT", fund code: 508078) will be put on sale to public investors. The fundraising period will be from December 13th to 19th, and it will be issued for 5 working days.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14