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Dołączył: 06 Lis 2013
Posty: 77
Przeczytał: 0 tematów
Ostrzeżeń: 0/5 Skąd: England
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Wysłany: Wto 16:00, 04 Lut 2014 Temat postu: |
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,[link widoczny dla zalogowanych]
prices go up to now, seem to fall into the mist, bond valuation is not cheap, absolute return less attractive; the appreciation of the renminbi has come to an end, the United States of America out of quantitative easing has the countdown, loose liquidity environment facing inflection point; the central has set no longer has a large scale tone stimulus,[link widoczny dla zalogowanych], in the international deflation and macro the economy will continue to productivity, deleveraging environment, inflation is likely to continue to lower than expected, although there are poultry, meat prices rise is expected, but the impact is not great, therefore, in the face of the bond market is still relatively favorable basic. As long as the fundamentals is no big change, interest rate products can be used as a safe long-term based asset allocation varieties.
RMB abnormal performance of strong, carry trade size increased, foreign exchange reserves increased sharply, the scale of social financing amount is not reduced,[link widoczny dla zalogowanych], but more and more weak economic data, PPI continued to decline,[link widoczny dla zalogowanych], CPI is always lower than expected economic recovery, small cycle may be the end. At the same time, the Lushan earthquake, avian influenza, the CBRC 8 document, the bond market supervision storm and other major events to occur,[link widoczny dla zalogowanych], in promoting factors,[link widoczny dla zalogowanych], the fundamentals and hedge funds, bond market overall bull market, but the low level of credit debt by ultradian events and regulatory turmoil,[link widoczny dla zalogowanych], fluctuation.
2013 has almost half, while the bond market has been advancing in the contradiction. For the 2013 bond market, from the end of last year was controversial,[link widoczny dla zalogowanych], the debate focused on the perceptions of inflation. The part of investors more cautious on the market, in 2013 that the inflation pressure is very great, reason is that the economy has bottomed out, the stock of money, economic recovery and the pig cycle and other factors will make the second half of the year increased inflation pressure; the other part of investors is that the background,[link widoczny dla zalogowanych], the decline in economic growth, the marginal effect of inflation in decline, bonds are still facing a better investment environment.
in fact, the real market environment is more complex than expected,[link widoczny dla zalogowanych], the United States of America in the energy (oil shale) and Technology (3D printing) revolution, firmly on the road to recovery, and begin to consider from the quantitative easing policy,[link widoczny dla zalogowanych], a strong dollar regression, with gold as the commodities on behalf of continued to decline; in contrast, Japan began a large-scale quantitative easing policy, economy and other hard to continue to take quantitative policy began to use the price cut loose tools, in addition to the United States,[link widoczny dla zalogowanych], the external market is showing signs of deflation.
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Fund announcement, since August 1st, tens of thousands of money (519508, purchase, redemption fund is scheduled to vote, online transactions, telephone exchange) the minimum purchase amount (i.e. thousand Bao cash minimum recharge limit) to 1 yuan, the lowest amount of online transactions will be adjusted to 1 yuan.
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