129773903155625000_24UBS: on the a-share market in the second quarter "weak positive"
Investment strategist at UBS chief China leader barked out his 27th that the progressive improvement in the external environment and internal progressive elimination of weak growth in the shadow under the judgment, the a-share market neutral partial positive overall prospects in the second quarter. Gao Ting said that factors associated with growing domestic markets and international. In observation of the external situation, UBS in Europe and America have recently released some good economic and market information. EuropeContext, the European Central Bank after two rounds of long-term refinance operations, not only is the European financial institutions a short-term liquidity shortage risks have receded
tera power leveling, and changed the market will look at the index of conventional wisdom on its, partly reversed the market expectations. United States, improved employment data, as the economy continues to provide a basis. In addition, the performance of global stock markets in the first quarter of this yearWell, reflecting the increased risk appetite of global capital. The perimeter of the constitute a-share markets bullish factors. In particular, he mentioned the issue of oil prices, the present high price of North Sea Brent crude oil is likely to remain, primarily Iran geo-political factors such as supply-side instability brought about by the expected result. But at their present levels, was not enough to change the pattern of global economic recovery.Analysis on Gao Ting from the country, early in the second quarter, weak fundamentals and performance of listed companies will impact earnings expectations in the market
tera power leveling, so the stock market correction pressures. But he thinks, if taking into account the liquid gradually improved under the downward phase of inflation, economic and performance out of the valleys, sharp decline in market valuations as a whole, there is, as well as the "two sessions
tera gold," factors such as government investment projects started to speed up after, Later stock may perform. However, he prompted the decline in real estate or exceeded expectations, rising oil prices and weaker-than-expected domestic policies as well as overseas economic recovery risks of disruption, it is recommended that large plates and low value blue chip consumer. Stock market performance for the year, its basic prediction is biased towards optimism, volatile. Asset allocation recommendations as a whole, he thought bondsProducts remained of concern.
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