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Raising Interest Rates To Stimulate Capital To Return To The Stock Market

2011/4/6 11:24:00 55

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Interest Rate Return Of Stock Market Funds

Increase interest

It's a good thing. "

Yesterday, a large private person in charge of Shenzhen told reporters that the increase in interest rates is the landing of boots. Interest rate hike will further stimulate the regulation of the real estate market and accelerate the return of capital.

Stock market

To stimulate the stock market up.

At the same time, interest rate hike will also play an inhibitory role in inflation expectations.

Yang Delong, chief strategist of the southern fund, believes that the top priority of the current macroeconomic regulation is still

Anti inflation

。

The recent international instability has increased the fluctuation of commodity prices, which has adverse effects on preventing inflation.

The March data released by China Federation of logistics and purchasing showed that PMI rose to 53.4 points, of which the purchasing price index, as the leading indicator of PPI, has increased significantly, which indicates that inflation will go up further, triggering the central bank to introduce interest rate measures on Qingming Festival.

Yang Delong said, in fact, from the perspective of some leading indicators, China's macro-economy has been slowing down.

In February, the PMI index declined for the third consecutive month. In February, the total retail sales of social consumer goods fell rapidly, the lowest in two years, reflecting the slow growth of residents' purchase intention and purchasing power.

The first quarter economic data will be released in mid April. The macro-economy is likely to continue to reduce fever. However, CPI is likely to continue to maintain high or even higher. Therefore, it is expected that tightening policy will not be relaxed in the near future.

From historical data analysis, M1 growth trend generally CPI10 months ahead, taking into account the growth rate of M1 has peaked in early 2010, CPI is expected to gradually decline in the second half.

As investors have more fully anticipated the central bank's interest rate hike, the interest rate hike will not cause a big drop in the market, but will increase the market shock and form a certain repression on the rebound.