Archive for December, 2009

抓住2010年的结构性增长买基金

Saturday, December 26th, 2009

2009年,全球主要国家以非常规的定量宽松政策应对非常态的全球金融危机。在全球经济逐步走出低谷的复苏之路上,“繁荣宽松”的信贷盛况不可持续。在中国执行适度宽松货币政策导致货币供应量急剧上升,新增信贷爆发式增长,超额流动性刺激资产价格快速上涨,下半年后信贷规模逐步回归常态。预计2010年防控通胀预期的压力上升,货币供应量增速将低于今年水平,预计全年M2增长20%左右,全年新增信贷规模约7-8万亿元,月均在6000亿元上下,并保持前高后低态势。

货币政策上,“繁荣宽松”退出和“适度宽松”动态微调在某一特定阶段将影响市场流动性,海外热钱的涌入和第三次居民储蓄搬家将成为流动性接力棒。对于国内的股票市场而言,特别是在2010年上半年,在不考虑其它因素情况下,结构性充裕的流动性必然推动结构化泡沫行情。2010年,预计中国经济将形成增速较快、通胀较低的平稳运行局面,内需强劲与外需回暖支持经济持续复苏,宏观经济将启动新一轮增长周期。推动中国宏观经济的三驾马车有望形成“两快一慢”的格局:预计全年GDP同比增长9.2%左右,固定资产投资增速约为25%左右,社会消费品零售总额指标名义增速将达16.5%左右,出口将增长8%左右,进口增长15%左右,CPI全年涨幅约3.0%左右,PPI全年涨幅约4.0%左右,工业企业利润增速将达15%到25%。A股公司业绩增长将沿着健康通道上行,预计业绩增长区间是15%-30%。业绩增长将在季度财报、半年度财报和年度财报等特定阶段引发A股市场成长重估。
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Christmas Day

Friday, December 18th, 2009

Christmas or Christmas Day is an annual holiday, celebrated on December 25, that commemorates the birth of Jesus of Nazareth. The date of commemoration is not known to be Jesus’ actual birthday, and may have initially been chosen to correspond with either the day exactly nine months after some early Christians believed Jesus had been conceived, a historical Roman festival, or the winter solstice. Christmas is central to the Christmas and holiday season, and in Christianity marks the beginning of the larger season of Christmastide, which lasts twelve days.

Although a Christian holiday, Christmas is widely celebrated by many non-Christians, and some of its popular celebratory customs have pre-Christian or secular themes and origins. Popular modern customs of the holiday include gift-giving, music, an exchange of greeting cards, church celebrations, a special meal, and the display of various decorations; including Christmas trees, lights, and garlands, mistletoe, nativity scenes, and holly. In addition, Father Christmas (known as Santa Claus in some areas, including North America, Australia and Ireland) is a popular mythological figure in many countries, associated with the bringing of gifts for children. (more…)

2009 CCTV China Economic Annual Figure

Wednesday, December 2nd, 2009

2009CCTV China economic annual figure officially announced the list of candidates for this award, the most representative character eighteen finalists, they are ranked according to name (strokes sequence) :

YinWeiDong (Beijing KeXing holding company chairman, President and CEO), WangXin (yanzhou mining group manager), Chinese academy of sciences, Shanghai rehel JMJ (micro system and information technology), deputy director of the institute LiuZhongTian (President), wang zhong LiuJiRen (neusoft group Co., LTD. The chairman and chief executive), LiShuFu (geely holding Co., LTD), chairman of ShenWenRong shagang group (different), chairman of the board chairman PengNian (shenzhen), xu leave hotel (new enterprise group President and secretary of the party committee), Mr Yu (new Oriental education technology group Co., LTD.), chairman of CaoGuoWei (sina CEO and President), CaoDeWang (fuyao glass industry group Co., ltd., executive director and chief executive President), DongWenBiao (China minsheng bank President), LiangZhaoXian (galanz President), JinHaiTao (shenzhen), chairman of LeiChuang innovation shots (hepatitis b virus carriers activists), TanYue (jiangsu phoenix publication executive chairman), WeiXin (founder group chairman).

The list of candidates for 18 by economists, business elite, business and financial media authoritative experts composed of editor who judges elected by group.

Known as China’s economic 2009CCTV vane “, “China economic annual figure on November 5, selection, and will officially launched on December 23, final results announced.

This is the biggest highlights added CCTV China economic annual figure “10 years of business leaders” special award, 10 economic characters and 10 year of business leaders “double” caused social concern.