Haitong macro economic stability inflation picked up global short-term monetary tightening-www.bxwx.org

Haitong macro economic stability: global monetary tightening short-term inflation picked up We want you! The first 2016 China Potter Rockefeller award officially started! Funds, insurance, brokerage and other financial institutions, information management capabilities which is better? Please click [vote], select the strongest institutions in your heart! Source: Haitong macro bond Author: Jiang Chao, Zhou Xia, Gu Xiao Xiao economic stable inflation rebounded, global monetary tightening, short-term macro macro topic: Haitong weekly mix change speed, three line promotion policies frequently introduced, mix change will soon accelerate. This year, the central emphasis on the reform of state-owned enterprises was heating up, and one of the most noteworthy is the mixed ownership reform: in August, the SASAC issued ESOP pilot opinions; the end of September the NDRC held mixed state-owned reform pilot project, the seven power monopoly industry; in October, Premier Li Keqiang proposed to deepen the reform of state-owned enterprises in Northeast China issued special work plan, support mixed reform pilot. Central enterprises mixed change: top-down promotion, focusing on monopoly industries. Mixed ownership reform of state-owned enterprises in the monopoly industry, must be pushed from top to bottom, both for the mixed change from the prevention of loss of state assets in the release of constraints, but also forced to determine the monopoly of state-owned enterprises to reform. According to the NDRC in mixed reform pilot project meeting set the tone, seven industry monopoly power, petroleum, natural gas, railway, civil aviation, telecommunications, military and other central enterprises will become the focus of mix change. The focus of the meeting was referred to the Eastern Airlines Group, China Unicom Group, China Southern Power Grid, Harbin Electric Group, China nuclear construction, China Shipbuilding and other central enterprises have become the focus of market attention. Local state-owned enterprises: bottom-up forced, focusing on traditional industries. Overcapacity in the industry of local state-owned enterprises mixed ownership reform, the need to push forward from bottom to top, focusing on traditional industries. It not only creates the opportunity for the state-owned enterprises to absorb private capital, but also alleviates the tension of local government funds. At the end of October, Shenyang property exchange announcement, Liaoning 9 provincial focus on transfer of shares of state-owned enterprises, involving total assets of nearly 670 billion yuan. In place to alleviate the economic pressure and the introduction of non-public capital. Carry out ESOP pilot, a mature one to carry out a. In August, the SASAC issued the "opinions", announced that the state-owned holding enterprises of mixed ownership ESOP first pilot to start this year, to carry out a mature one, by the end of 2018 is summarized as the case, timely expansion of the pilot. Week scan: overseas economy: the United States in the three quarter GDP new high, overseas bond market was sold. U.S. 3 quarter GDP growth of 2.9%, mainly due to consumption and exports. Strong growth for the fed to raise interest rates in December to pave the way, the United States in December the probability of interest rate hike has risen to 74%. Last week, the global bond market was accelerated to sell, 10 years of the United States, Britain, Germany, bond yields were up 9bp, 8bp and 15bp. German October manufacturing PMI highs, the ECB is expected to increase gradually from the QE. Domestic economy: Industrial stability, real estate decline. Because the real estate regulation full price, October real estate sales growth fell by ten days late, the main 26 city real estate sales growth of -21相关的主题文章: