Week hot incidents Comment

Week hot incidents Comment

Central Bank: This will stabilize the stock market run banks will diversify financing

Event: Bank of China recently released “2009 China Financial Market Development Report,” that in a series of macro and micro economic and financial backdrop, this year, China and the international financial market shocks may be a certain level.

Central Bank forecast in the report, the economic and financial situation will affect the financial markets in different ways the amount of money flows and structure. In international and domestic macroeconomic policy will show the flexibility of a strong, further increase China’s economic restructuring efforts under the combined effect of factors such as, China’s financial market volatility, is very interesting. The report recommends, therefore, should carefully analyze the characteristics of this change, to grasp the financial market development trend and direction of running, correctly control the direction of financial markets, rhythm and intensity, to adapt them to the level of economic development, macro-control requirements, market development the extent and financial supervision capacity, to avoid financial market volatility.

Comments: This is the central ministries today the second position on the stability of the market seems to have been caused by high-level index row sell into corrections close attention, this is not difficult to guess deep down if the stock continues, there will be further rescue measures introduced.

State Department decisive energy conservation: to ensure the completion of the “Eleventh Five” goal

Event: 25, Premier Wen Jiabao chaired a State Council executive meeting, the deployment of further intensify its efforts to ensure the realization of “five” emission reduction targets.

It was noted that the “Eleventh Five-Year” four years ago, after various localities and departments to work together, have made important progress in energy conservation, the national total energy consumption per unit of GDP fell 14.38%, but the “Eleventh Five-Year” lower about 20% there is still a wide gap, especially since the third quarter of last year, high energy consumption, high emission industries rapid growth, some out of the resurgence of the backward production capacity, energy consumption intensity of a slow decrease or even fall to rise, energy saving situation is very grim.

The meeting stressed that to achieve “five” emission reduction targets that the Government made the solemn commitment of people throughout the country this year is the year of decisive, now only eight months, and all localities and departments to further enhance the sense of urgency, responsibility, to take strong, effective measures to ensure that goal.

Comments: The new industry is a central policy focus of this year for care, the pace of economic restructuring in full swing. Can be expected, the eight measures to support energy-saving emission reduction policies in only a part of future initiatives to support the central and more new industries. The message to energy conservation, low carbon economy, good plate.

Development and Reform Commission urged the Western Development

Event: National Development and Reform Commission website on the 27th message, the Western Development in 2010 proposed the organization of work, pay close attention to further promulgation of the western development strategy, a number of observations, study and formulate relevant supporting measures and the implementation details. Vigorously develop industries with local advantages, strengthen the exploration of mineral resources and vigorously develop energy-saving environmental protection, new energy, new materials, and other strategic new industries.

The websites of the “Western Development on the 2009 and 2010, the progress of work,” suggested practical measures to implement the western development policy in place. Continue to increase the central government on the transfer of the western region and various special funds to pay support to the new central government investment in key projects to the people’s livelihood, environment, infrastructure, industrial structure adjustment and tilt the areas of disaster recovery and reconstruction. Carry out the “West” 12 5 “plan,” preparation.

Comments: The next decade will be the key link between the past western development period, the introduction of a series of major policy decisions will be to the west of the listed companies in 11 provinces to bring a historic opportunity for development. Particular the resources sector, the strategic new industry sectors, will enable the region we should be concerned about. The message for the Xinjiang and Tibet in the western region positive plate.

Triple play list and details of the pilot will be introduced in mid and late 5

Event: According to the State Council’s requirements, 5 triple play pilot in mid-late list and rules will be promulgated in June will be the pilot. The rules introduced near the pilot of the relevant stocks around the corner; this week Gehua strong daily limit, to leading cable operators class individual stocks rally. With the time trial is expected to push close to triple play concept stock market is expected to continue rising.

Comment: Recently, several media outlets reported that SARFT has recently provinces, autonomous regions and Radio and Television Bureau issued a “41 Man”, asked for authorization to carry out without the Administration of Radio IP TV services in the region, will be investigated and prosecuted according to law, the deadline to stop illegal conduct of IP TV services. SARFT in the inventory of actions designed to digital, two-way technology, HD Radio and Television among Transformation operators gain time for development, consolidation of radio and television to the video service control. The short term, “41 Man” on radio and TV operators to be protected, the market also interpreted as a positive article. Stimulation in the news recently in the broader market in the process of continuous adjustment, triple play was relatively stable stocks.

Strict Management of the Ministry building occupied by the fitness room to take measures to

Event: Urban Housing Ministry said the head of the 26th, where affordable housing for some of the existing mechanism of imperfect access to exit administration, supervision and services not in place everyday issues such as rural housing the Ministry of Construction recently issued a circular to strengthen the affordable housing management.

According to the person in charge, the circular, Evasive Outflow giving false information on affordable housing, and a verified immediately ordered to return, do not make a statement or do not meet the asset verification, publicity, or can not make a reasonable explanation, as if to false information Evasive Outflow affordable housing.

The circular also clarified the law relating to staff abuse of power, favoritism and construction unit, agency responsibilities and accountability system illegal. The circular also clarified the law relating to staff abuse of power, favoritism and construction unit, agency responsibilities and accountability system illegal.

Comments: (the above policy and housing market speculation against investment policy serves the same purpose is to safeguard the security of housing equity, low-income families are protected. The policy although it is equally central to the real estate market reflects the continuity of control, but on the capital market was relatively small.

Western Development main line brought to market three investment

Western Development main line brought to market three investment

It is understood that the State is expected to launch the recent “New Decade of the Western Development Plan”, that is, the promotion of western development package of new policies, while breaking the traditional administrative region interval, active in inter-provincial economic integration, has become the future direction of regional economic development 1.

We believe that the recent market funds did not stop to explore the concept of the regional economy, following the policy guidelines, there have been new regional sections into a hot market. On the western regions, “off – Tianshui Economic Area” has received the State Department approved construction of the corresponding specific development plan is being prepared discussion. Chengdu-Chongqing Economic Zone and the northern Gulf Economic Zone in Guangxi has been formed, Ningxia regional economic development plan will be approved, can be concerned about the recent development involving Western Ningxia, Qinghai, Shaanxi, Gansu and other regions of speculation regional planning opportunities. “The core reason for weak broader market upside,”

Insiders said the main line to three aspects related to investment in the country. The first stage: to the main infrastructure, construction, building materials, steel, engineering machinery, electrical equipment, energy, power will directly benefit; the second stage: With the launch of mass production, trade, logistics and other services will benefit from favorable port, high speed, airports, etc.; the third phase: With the increased integration of urban and rural areas, farmers income growth, consumer-related service industry will face a huge space for development, including: real estate, retail, hotel and catering, medicine, home appliances, car will directly benefit.

From a market perspective, we believe that the recent good news more margin account to start today, faster than market expectations. President Hu Jintao said that the great western development as “Twelfth Five-Year Plan” an important part. U.S. stocks soar 18-month closing high. Short-term market may remain range-bound trend, but market activity will increase.

the most benefit from the potential of index futures fund
Click Le site the blind to vote

the most benefit from the potential of index futures fund body positions of [Internal information]
Several factors in the strong rebound index
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Contrarian up a class of foreign funds
Breakthrough is conducive to market shocks important position
Funds and small cap funds do broader market comparison

Mining development effort the opportunities of regional economic adjustment

Mining development effort the opportunities of regional economic adjustment

National Development and Reform Commission website on the 27th message, the Western Development in 2010 proposed the organization of work, pay close attention to further promulgation of the western development strategy, a number of observations, study and formulate relevant supporting measures and the implementation details. Vigorously develop industries with local advantages, strengthen the exploration of mineral resources and vigorously develop energy-saving environmental protection, new energy, new materials, and other strategic new industries.

The websites of the “Western Development on the 2009 and 2010, the progress of work,” suggested practical measures to implement the western development policy in place. Continue to increase the central government on the transfer of the western region and various special funds to pay support to the new central government investment in key projects to the people’s livelihood, environment, infrastructure, industrial structure adjustment and tilt the areas of disaster recovery and reconstruction. Carry out the “West” 12 5 “plan,” preparation.

Le vote in private that the next decade will be the key link between the past western development period, the introduction of a series of major policy decisions will be to the west of the listed companies in 11 provinces has brought historic opportunities for development. Particular the resources sector, the strategic new industry sectors, investors should focus on one opportunity.

Yesterday’s news integrated perspective, today there is no domestic news of all events, the insurance company said no significant change in the proportion of recent positions, equal to clarify the insurance significantly lighten up the rumor yesterday. Inflation is expected to continue warming, coal and nonferrous metal prices are likely to accelerate the rise. But the short-term resource stocks influenced by market sentiment, particularly in Europe and the United States short-term market crash, would seriously interfere with the market short-term run. By external stimulation, the market will remain low-key today is expected to order situation.

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