Guotai Junan: In March the market will gradually return to warm open positive warehouse

2022-08-24 0 By

Financial Union February 13, Guotai Junan A share strategy weekly report pointed out that the current steady growth of infrastructure strength or local debt problems, and the recovery of real estate, as the core of the future wide credit slope, will become two important anchors of the market risk appetite.At present, although structural problems still exist in January social finance data, but the total exceeded expectations has been a positive signal, wider credit is on the way.Looking ahead, with the upcoming NPC and CPPCC sessions in March, the steady growth policy will be accelerated and strengthened, and infrastructure and real estate expectations will be gradually revised up.In general, there is no need to be pessimistic about the short-term weakness of the market. In March, with the positive factors, the market will gradually return to warm, and the positive opening of the year.At present, there are two ways for investors. On the one hand, the cost performance of track-type companies is gradually rising after continuous adjustment; on the other hand, the allocation value of consumption and infrastructure and other low-valuation directions is rising with the rising expectation of steady growth.Disclaimer: This article is reproduced for the purpose of conveying more information.If the source is wrong or violated your legitimate rights and interests, please contact the author with proof of ownership, we will promptly correct, delete, thank you.Email address: newmedia@xxcb.cn