Macroeconomic policies:According to the data of the State Administration of Foreign Exchange, by the end of November, 2024, China's foreign exchange reserves were US$ 3,265.9 billion, up US$ 4.8 billion from the end of October, and its gold reserves also increased.In terms of capital, the Shanghai and Shenzhen 300 and A500 indexes have seen capital outflows, but the inflow of financing has increased and the outflow of foreign capital has increased, showing the shock and wait-and-see attitude of market funds.
CDB Securities predicts that the A-share market will gather momentum in 2025, and the policy shift has far-reaching significance, and market expectations and confidence will be restored.CDB Securities predicts that the A-share market will gather momentum in 2025, and the policy shift has far-reaching significance, and market expectations and confidence will be restored.Policy expectation:
Foreign exchange reserves and gold reserves:The market expects that the Central Economic Work Conference will be held in December, which may release more favorable policies and support the A-share market.The State Administration of Financial Supervision supports overseas financial institutions to invest in the property insurance market in China, aiming at promoting the high-quality development of the property insurance industry.
Strategy guide
Strategy guide 12-13
Strategy guide
12-13