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due to the relatively stable margins or upstream price,christian louboutin sandals, cost management,barbour paris, tax savings and other factors continue to improve.The overall easing of liquidity and promote market valuation slight expansion. Despite the United States may raise interest rates and other factors interfere in 2015,tiffany milano, as China's policy will have a larger space to cope with uncertainty,abercrombie, will continue to move toward easing policy in general.From inside China, the financial products and real estate "suck money" speed may be gradually decreased,nike tn 2014, while the relative attractiveness of the stock of assets on the rise; from an external point of view, after Shanghai and Hong Kong through Hong Kong and Shenzhen will also pass into view, QFII and RQFII is expected to gradually expand the scale,abercrombie et fitch, MSCI index may also be included in its A-share index system. These changes are likely to make 2015 the overall stock market liquidity environment is more favorable."Registration system" launch may be another "suck money" factor.
2) market interest rates gradually downward,barbour, is expected to "share debt Baruah." Valuation and the actual market rate Chinese market showed some negative correlation. In the past few years,nike tn soldes, inflation gradually downward,abercrombie, but monetary policy "Mingsong real tight",tn pas cher, Chinese real high interest rates, market valuations continued downward. After the policy of gradual relaxation and 2014 the government blocked several other local government financing platform "suck money" loophole, 2015 overall liquidity is expected to loose,barbour soldes, especially the short end of the interest rate market interest rates are expected to continue downward,doudoune moncler pas cher, for several years at a high level of real interest rates is expected to gradually decline. Real interest rates down, will be expected to guide capital gradually increase risk appetite, pushing valuations rise.3) The last several years, "upshift" could draw to a close,giuseppe zanotti, the "new position" a medium-term sustainable number is gradually formed. By internal and external factors affecting intertwined growth of China's economy in the past few years continued downward, but in 2014 the growth rate is still high probability over 7%,tn requin pas cher, and there is deflationary pressure, indicating that China's current growth may have been at or below the "potential growth, "continued years of growth is expected near the end of the shift. Meanwhile,tiffany milano, the ongoing comprehensive reform,abercrombie france, structural problems are being corrected, and long-term growth,nike tn pas cher, predictability and continuity is gradually increased.Annual revenue in 2015 mainly by earnings growth and valuation upgrade double promotion. A share in 2015 compared to expected 2014 earnings (currently the top-down forecast 8.7%) have speed reached 10.6% (of which the financial growth of 7.1%). Income growth is relatively stable.
but regulators are expected to introduce transitional arrangements for the introduction of the process of making a relatively smooth and minimize the impact on the market.2015 China Market Key downside risks from the periphery. Are European region will reoccurrence quagmire is unknown; US interest rates may lead to concerns about emerging market liquidity; if international oil prices will remain weak if instability in the Middle East or other major oil producers will also be of concern even worse. From China's own point of view,air max one pas cher, the policy response is too slow, the magnitude is too small, the real estate recovery in demand than expected and other factors will also be a potential downside risk.
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发表于 2014-11-2 19:16:21
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