Tight Funds To Suppress A Shares Rebound

< p > overseas employment figures released by the United States showed that the number of unemployed Jin people fell to 323 thousand in early November 16th, which is lower than expected, indicating that the US economy is still improving.

A summary of the latest a href= "//www.sjfzxm.com/" > currency > /a > policy meeting released in November 20th shows that the Federal Reserve is considering reducing the scale of quantitative easing monetary policy in the coming months, but at the same time it will continue to maintain highly relaxed monetary policy, which is slightly lower than expected before the market, leading to a sharp decline in global gold prices.

But Bernanke also said that even if the unemployment rate is below 6.5%, it may not raise interest rates, and reiterates that the target of 6.5% unemployment rate is only a threshold, not a trigger mechanism for raising interest rates.

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"P", the domestic economic recovery is showing signs of weakening again.

In November, the HSBC China Manufacturing Purchasing Managers Index (PMI) was initially 50.4, less than expected 50.8, and also lower than the final value of October, with the initial value of the new export order index of 49.4, a low of three months, which led to the market's confidence in the growth of the economy was down again.

At the same time, the National Bureau of statistics has formulated a preliminary plan and framework for revising the Chinese national economic accounting system (2002). It is intended to form the final version of the Chinese national economic accounting system (2014) by the end of 2014 or early 2015. The main consideration is that more consideration should be given to the introduction of services such as research and development into the gross domestic product (GDP), which will help to cover a more comprehensive GDP.

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< p > > a href= "//www.sjfzxm.com/" > price < /a >, the housing price rose narrower in October, and the Bureau of statistics explained that it is related to further intensification of regulation policies in some cities.

The price of agricultural products is also relatively stable, and the price of pork has rebounded. Due to the peak period of the production of bacon, it may continue to rise in price, but it shows that the pressure on CPI is not large for the same period.

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< p > capital side, this week net invested 59 billion yuan, stable < a href= "//www.sjfzxm.com/" > market < /a > short-term funds face fluctuation intention is obvious.

Thanks to this good interest, treasury bond futures rebounded sharply in the second half of the week, and the long-term capital side also eased.

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Li Keqiang, premier of the State Council, chaired the executive meeting of the State Council on November 20th. The meeting called for the establishment of a unified registration system for real estate. This will help promote the real estate tax and the fight against corruption. P

At the same time, the Ministry of political affairs website published the article entitled "eliminating the drawbacks of the mechanism system and establishing a modern financial system". Lou Jiwei, Minister of finance, elaborated on the reform of fiscal and taxation system in the form of questions and answers. At the same time, the chairman of the Securities and Futures Commission and chairman of the central bank Zhou Xiaochuan also elaborated on financial reform ideas, highlighting the determination of the whole society to actively promote reform after the third plenary session.

SFC chairman Xiao Gang said that the introduction of registration system needed to amend the securities law, the need to clear the responsibilities of market participants, to cultivate professional competence, and judicial system, especially in terms of civil compensation, not to establish a system, registration system reform is also difficult to advance.

This is a gradual process.

At the same time, he also said that there was no immediate plan to open the international board.

Combined with IPO has not been restarted, so the stock market funds will not suddenly become tight in the short term.

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< p > comprehensive view, the economy is stable and slightly weakened, and liquidity has recovered from the tight neutral. But with the continuous reform of the reform, the overall tone of the A stock may still be stable. It does not even rule out the upward trend. However, the mobile character bureau does not support the overall upward trend. Therefore, we need to tighten up the risk in the configuration, increase the number of undervalued varieties, conform to the direction of reform and pformation, and really achieve the high growth stocks.

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