2011年12月25日 星期日

European debt problems still exist

129668575514218750_11The Red week (blog, Twitter)-institution of internal reference since late October's rally does not last long, market again in near future into a status callback finishing. Short-term policy of fine-tuning does not seem to slow down the pace of the a-share market shocks. In the view of many funds, the current policy orientation and practical measures are not clear, while economic growth continued to decline,European debt problems still exist, or the a-share market will still be repeated shocks. Fundamentals Boshi Fund pointed out that policy fully turned loose a lack of support in the short term, the current policy orientation and practical measures are not clear, or contain market long on emotion. Specifically, this rally from late October to early November, basic trigger point is expected to relax liquidity, liquidity-sensitive lineIndustry gains rushed in front. And later it turns out that excessive market reaction to this expected some. Policy is fully turned loose a lack of support, real estate policies recently let go without more likely. The Chinese new year is approaching swtor power leveling, policy orientation and practical measures are not clear. The current from the end of 30 days or so, money market rates rose again appeared, banks push annualised yield of 5-6%Finance products, highlighting the tension peaks or liquidity will once again come. While Morgan Stanley huaxin Fund also believes that market's lack of confidence in the short term mainly from concerns over the economy. Preliminary market rebound stems from changes in liquidity expected October new loans exceeded expectations also have verified that the policy shift expected to a certain extent, but economy still in a downturnProcess, has not reached the expected corner. In addition, the central economic work Conference will set the tone for next year's economic development, market callback waits before held in economic conference is in the bottom area required by stages. Recommended reading hexun about City Hall: next week's a-shares or to five major gold stocks are now buying opportunity in consumption will burn at the passion 8Unit zhanchiyufei muddy water and min all: who black has who sets are can't wait large shareholders discovered food Lee 8 family a 12 years fuck disc hand of 8 section to deep investment feeling IPO Meng Yu Tiger 29 months "ring" go near trillion [micro-Bo] old Sha: push international plate Qian will do a thing [Unit 's] next week a unit or large area fell stopped (figure) technology surface Shang, two cities in 2,420-2,380 crossing shocks 5 trading days running, interval, trading volume is also a sharp contraction. Huzhi suppressed by the 5th averages significantly, intraday rebound lacked strength. If integer a gate could not be recovered quickly, future shocks IAM test 2300-2350 interval support, again challenging larger probability of 2,307 lows in early. On the operation the old republic power leveling, taking into account marketOverall lower valuations, excessive fears is no longer appropriate, the current market level not overly bearish, intraday plunge against high quality stocks but bargain hunting opportunities. On the configuration, shenyin wanguo believes that the industry should be concerned about the economy has been able to reverse cycle upturn: electrical equipment (in particular, transmission and distribution equipment and nuclear) pharmaceutical, consumer investment unit; the larger policy looseAfter the move, should seize the resonance cycle and growth opportunity, then recommended configuration of real estate, heavy trucks, construction machinery, chemicals and associated with the transformation of growth stocks.

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