Jinshi Data, November 10th news, Haitong Strategy Research Report believes that historical experience shows that the bottom-up fiscal policy can help repair the macroeconomic fundamentals, but there is a certain lag from the implementation of fiscal policy to the improvement of macroeconomic and corporate profits. Fundamental repairs often lag behind the bottom of the policy. With the continuous repair of the fundamentals driven by policy efforts, the stock market is expected to enter a phase driven by fundamental factors.
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HoshikawaV
· 2024-11-10 01:49
Gate.io, 11 November - According to Haitong Securities' strategy report, historical experience shows that the bottom fiscal policy can help repair the macro and micro fundamentals. However, there is a certain time lag from the implementation of fiscal policy to the improvement of the macro economy and corporate profits. Fundamental repairs often lag behind the bottom of the policy. As the policy drives the continuous repair of fundamentals, the stock market is expected to enter a phase driven by fundamentals.
Haitong Strategy: Fiscal policy may drive A-share towards fundamental factors.
Jinshi Data, November 10th news, Haitong Strategy Research Report believes that historical experience shows that the bottom-up fiscal policy can help repair the macroeconomic fundamentals, but there is a certain lag from the implementation of fiscal policy to the improvement of macroeconomic and corporate profits. Fundamental repairs often lag behind the bottom of the policy. With the continuous repair of the fundamentals driven by policy efforts, the stock market is expected to enter a phase driven by fundamental factors.