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September 30Th Reading Must Be Read: Uncertain Market Prospects And Market Constraints

2010/9/30 15:49:00 49

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yesterday

A share market

Showing a trend of high and low, the Shanghai and Shenzhen stock index of two cities fell slightly.

Although the early morning stock index was driven by the heavyweight, it was a concussion. However, due to the downtrend of the strong theme stocks in the early stage, the market making money effect was not obvious. At the same time, the amount of energy did not effectively match the stock index up, and finally the market was down.

The author believes that the market will soon face seven days.

The national day holiday

The festival complex will make the atmosphere of caution more intense. It may be interfered by some uncertain factors that may exist during the long holidays. The market's short and short intentions are not strong, leading to the recent downturn in the A share market. But the main reason is that investors are worried about the uncertainty of the policy prospects.

On the one hand, the regulation and control policy of real estate has not yet been relaxed.

The effect of the implementation of the real estate regulation policy has not been satisfactory since the beginning of the year, prompting the new policy to continue.

In order to further implement the State Council, we must firmly curb some cities.

housing price

The spirit of the notice of rising rapidly, the relevant ministries and commissions recently promulgated Measures to consolidate the real estate market regulation results and promote the healthy development of the real estate market.

These measures are mainly: first, we should intensify efforts to implement the macro-control policies and measures in the real estate market.

Two is to improve the differential housing credit policy.

Three, we should adjust the preferential tax policies for personal housing pactions and personal income tax.

Four is to effectively increase the effective supply of housing.

Five, we should intensify the inspection of the housing market, and investigate and prosecute brokers' speculation, drive up house prices and encourage customers to sign "yin yang contract".

In addition, the Ministry of finance, the State Administration of Taxation, the Ministry of housing and urban and rural construction jointly issued a notice on 29 days to adjust the preferential policies for deed and personal income tax in real estate pactions.

For the market impact of the real estate regulation policy, it is believed that this will hit speculative demand for speculators, and it is foreseeable that volume will fall in October.

On the other hand, inflationary pressures have posed a severe challenge to China's economic prospects.

Since the second half of the year, the price index of edible agricultural products has continued to rise. Under the impetus of the depreciation of the US dollar, commodity prices have generally strengthened. The CRB composite index has reached a new high in recent years, and the pressure of imported price increase can not be ignored.

In addition, from the perspective of market capital, the biggest lifting of the ban tide in the history of post holidays will be a severe test for the assets.

The huge increase in the supply of the market will bear heavy pressure on the capital side, especially when the market funds are not abundant and the market trend is weak. A large number of restricted stock listing will likely aggravate the weak pattern of the market.

Overall, at present, the market is still difficult to form a trend of opportunity. Under the dual pressure of policy and capital, it is difficult for large cap stocks to get out of the predicament of weak adjustment.

The weighted cyclical stocks may become the main force of stabilizing the market focus in the future, but they do not have the conditions to start up and continue upward.