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2017年元旦假期最热的词非“撸起袖子”莫属,更有人打趣地用此来判断资本市场的投资机会,说撸袖子干预示着2017年股市行情在春季和秋季,因为夏天穿短袖不用撸袖子,冬天穿棉袄没法撸袖子,只有春秋两季才能撸袖子。笔者倒是觉得,先要想清楚干什么,是进是退还是守?才有可能从中找到机会。从变化判断方向从历年我国财政政策和货币政策的变化特征看,政策总是逆周期的,即经济过热的时候收紧,经济疲弱的时候宽松。
New Year’s Day 2017, the hottest words non- “from the sleeves ” no hesitation, more people jokingly use it to determine the capital market investment opportunities, said the sleeve intervention shows that the 2017 stock market in the spring and autumn, because the summer Do not wear short sleeves 撸 sleeves, winter jacket can not wear cotton sleeves, sleeves can only spring and autumn 撸. I actually think, first want to know what to do, is to enter or return or keep? Only possible to find opportunities. Judging from the direction of change Judging from the changing characteristics of China’s fiscal policies and monetary policies in the past years, the policies are always counter-cyclical, that is, when the economy is overheated, and when the economy is weak, it is relaxed.