中国市场策略 - 经济周期确认了一个重要的拐点

Categories: General Market Analysis, Financial Analysis

Country or region: China

Summary:
交银国际董事总经理研究部负责人洪灏,CFA 认为,不应再怀疑中国重振经济的决心。周期已回暖,但周期性板块尚未完全参与本轮行情。这是一个被忽略的要点。市场这种对复苏将信将疑的情绪预示着后市还有高点。基本面改善和股市表现将正反馈。 ​​​ This research appears on WeiXin's blog "Hong Hao China Strategy" on 14 April 2019. This article qualifies for 0.5 CE credits under the guidelines of the CFA Institute Continuing Education Program. We encourage CFA Institute members to login to the CE tracking tool to self-document these credits.   ......


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