Jefferies--China Macro Chat: NDRC conference miss; what shall we expect?
Tuesday's NDRC conference disappointed investors on incrementalpolicies and dampened their expectations on potential fiscal stimulus.
应用介绍
Tuesday's NDRC conference disappointed investors on incremental
policies and dampened their expectations on potential fiscal stimulus.
Unlike consensus, we are bullish on A-share market in short term, given
1) domestic investors are more bullish; 2) more support from individual
investors, while overseas investors have turned cautious. H-share market
should be more policy-driven; we stick to RMB2tn in base case.
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