Of course, everything has its two sides. The disadvantages of flat economic data are obvious, so what are the benefits? Combined with the current policy environment of the whole market, everyone should be able to guess!However, today's news is not calm. The Bureau of Statistics released China's CPI and PPI data in November, which will have a lasting impact on the real economy, high-level governance and the A-share market! It is also the main reason why today's A-share market did not continue the strong pattern of last Friday.After the news about the meeting came out, although A shares have closed, according to Jun Ge's observation, the external market has begun to boil!
According to the latest inflation data released by the Bureau of Statistics, in November this year, China's consumer price index rose by 0.2% year-on-year, down by 0.1% compared with October. It has been slowly weakening for four consecutive months, and it is still near the zero axis. At the same time, the PPI decreased by 2.5% in November, which was slightly higher than that in October, but it still performed poorly.It is worth noting that this meeting not only released the above two reassurances, but also focused on stabilizing the property market and the stock market. The operating environment of the A-share market next year will probably not be bad.To understand this problem, we need to know the reasons for the divergence between the two indexes today, so as to judge the market trend in the later period.
From these two sets of inflation data and the PMI data released in November, we can see that in recent months, although high-level officials have continuously introduced a large number of measures to stabilize the economy, the recovery speed of China's economic fundamentals is not fast. As a result, many investors will question whether we can successfully complete the economic growth target set by the top management at the beginning of the year in the fourth quarter.In your brother's view, these two reassurances have released a very important policy signal!
Strategy guide
12-13
Strategy guide
Strategy guide 12-13