HuaShengZe states firmly, control inflation target should be tight, annual CPI if higher than 3% shall raise rates. Instead TanYaLing is always think rates can not solve inflation, in hot money waiting, raises the risk is very large.
Stock market short term rally long-term still have pressure
For next week XiangCai a-share market, securities chief economist kang li thinks, the latest RRR hike to the stock market with "short-term will lift up reason" action. The raise, accord with market expectations, the market will appear "bad make" expected this month the central bank may not take measures, such market will produce upward impulse.
Haitong futures research institute, says that the GuoHongJun raise deposit reserve better than expected, that inflationary pressures in the good aspects of transformation, "It's good for market reaction is positive. Today's market first fall after inflation, so I believe next week is rising prices.
The Great Wall of institute of securities to WeiDa sina finance and economics analysis thinks, in bad news after short-term cash, stock market a possible rebound, periodic shares such as coal non-ferrous can pay close attention to. He thinks that recent stock market has remained concussion movements, is because market expectations November CPI, thus to the central bank may adopt higher rates or improve such as reserve ratio has been prepared. Instead, he thinks short-term inside the stock market has a possible rebound, periodic shares such as coal non-ferrous, but should avoid can focus on real estate and so on policy Banks, at the same time in strategic write-downs plate emerging industry sector also advised to keep cautious.
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