The central political Bureau meeting focused economic domestic stocks hold together for warmth

In the "efforts to expand domestic demand" this old topic is a high-profile launch at the decision-making level once again at the same time, promote the reform and development of rural areas become the central political Bureau meeting of the focus. Analysts expected, grasping at the macro-control, class unit is expected to become the main hotspots in the near future.

Premier Wen Jiabao pointed out before, we must make efforts to expand domestic demand in particular consumer demand, at the same time in the higher level of utilization of international and domestic markets to promote economic development.

The Chinese reform magazine academic advisors Wu jiandong almost of the phrase: "agriculture reform is the breakthrough of this reform, China is also the key to start the Chinese domestic demand. "Swiss securities analyst side wind, MD, is currently expanding domestic demand maximum potential from the rural markets, and increase farmers ' income is the key," but this is also the most difficult and requires a longer process. ”

However, at the edge of the wind, MD, vigorously develop the agricultural and rural reforms, development-oriented and present securities market of the agricultural sector and no substantive unit, "now A stock of agricultural unit apart from COFCO tunhe (600737), new China-base (000972), etc, in fact, basic is engaged in the processing of agricultural products, agricultural products production enterprise on its performance in price have little effect. Published this news on the agricultural sector, the maximum is again given portion of the short-term speculation. ”

In spring and autumn duck. From the market come included the most popular of the Fund is a Bank and to medicine, wine-making as the representative of the "domestic" plate.

"The Fund opened bank just to maintain the lowest positions of passivity jiancang, (they) really good is on inflation. "Side-wind-Wai noted that the Fund had coincidentally abandon the current price-earnings ratio (PE) only 10 more times but periodic large industries, and the barn-earnings ratio of 30-40 times of the pharmaceutical sector, it was like in the current economic situation the plate most clear certainty.

But he also emphasized that in the current weak city and medicine plate PE relative high background, Fund of funds is the pharmaceutical industry as a safe haven, "would not necessarily promote the share price, more like the plate of defensive, simply Fund usual hold together for warmth. ”