Wednesday, December 15, 2010
RMB "Ben 6" plate to benefit the six.
<P> Yesterday, breaking the central parity of RMB against the U.S. dollar mark 7:1, finance, real estate, infrastructure, consumer, aviation, paper, etc. will benefit from six plates </ P> <P> prices because of the current situation is grim in China .Some experts recommended the adoption of faster appreciation of the way to curb inflation, some experts recommend a one-time exchange rate substantially increased. .Zhou Xiaochuan has said: "The proper appreciation of the renminbi to a certain extent, curb inflation, but China as a big country, inflation is still more important by the national comprehensive measures." </ P> <P> It http:// newsletter .researchers believe that the great wisdom, real estate, banking the two plates are stabilized before the broader market stabilized, the market should rally big level also depends on the performance of the two plates. .Guangzhou Bandung also that, from TOPVIEW data, the financial sector is the largest plate Masukura recent one institution, from sector performance, the real estate sector has been going strong for some time, airline stocks rose sharply yesterday, the market outlook is expected to continue to take the relevant section ., the proposed short-term concern. .</ P> <P> plate despite the appreciation of the RMB is a common benefit, but in the RMB exchange rate is about to enter "6 times" of the occasion, looking for investment opportunities in the certainty of which is undoubtedly timely to move. .According to researchers at Guotai Junan foreign judgments, RMB appreciation will not only achieve the objective of curbing inflation, while domestic demand will only have a very limited inhibitory effect, and the appreciation of the renminbi to achieve the purpose of adjusting the industrial structure, through exchange rate adjustment, to the enterprise more accurately .prices, the cost of signals, encourage enterprises to change the growth mode. .Therefore, the RMB appreciation is the preferred policy options. .The central bank shifted from the appreciation of the renminbi interest rate, expected to be supported. .On the appreciation of the RMB context of investment opportunities and risks, Guangzhou Securities, ZHANG Guang-wen, Guotai Junan researcher Zhang Xiu Qi and Hai Tong Securities researcher Huang Zefeng agreed that RMB appreciation is of course financial, real estate, infrastructure, consumer and other sections clearly benefited, aviation, paper, etc. .plate directly benefit, the six sections can benefit from the appreciation of the renminbi interest; and textile and garment export industry will be some negative effects, investors should strategically avoid. .</ P> <P> generally speaking, coal, nonferrous metals and other resource sector should be clearly benefit from the appreciation of the renminbi. .Guangzhou Securities researcher OCEANOLOGY but put forward different views, "mining industry, petrochemical industry, nonferrous metals industry will be the international impact of product pricing." </ P> <P> As for how to choose the plate in the benefit of RMB investment products, the three .bit researchers said succinctly: "Select among the leading listed companies on the line." </ P> <P> the Joint Securities researcher Zhou Bin days on the investor should pay attention to specific issues. .He advised: "'the size of non-' after the lift, A-share market valuations converge to the H shares is likely to be a trend, investors choose stocks, we stressed the importance of attention to two points: First, close to the valuation level and H shares of industry .or stocks; the second is the 'size of the non' holdings of stocks with less pressure. "</ P> <P> [News link] </ P> <P> Shanghai and Shenzhen stock market yesterday, stocks strong appreciation of the RMB in Shanghai and Shenzhen stock markets on Thursday was shock .consolidation trend in the broader market before the close of Industrial and Commercial Bank, China Ping An and other financial stocks led the rise of rapid move up, dish up stocks also increased significantly, indicating multi-force is slowly gathering, but the volume continues to decline, market sentiment was still .caution. .</ P> <P> appreciation broken "7" the news to the market to stimulate the relevant benefit section, such as aviation, real estate, paper plate to have stabilized rebound - entered a new phase appreciation of the renminbi, will have .a large number of foreign currency denominated debt airline stocks received a huge foreign exchange gains, while the cost of the paper industry will therefore decline, a substantial increase in income levels, while real estate stocks is even more vulnerable to speculation of a typical plate appreciation of the renminbi, has become the agency recently increased .warehouse real estate stocks reasons, in addition, the RMB appreciation will make the financial, infrastructure, consumer and other sections clearly benefit, there is a market analyst in the market conditions stabilize in the proposed post-mining from the appropriate hot spots. .</ P>.
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