Li Daxiao Interpretation Of The A Shares Market May Usher In The Dawn Of The Festival

The International Monetary Fund (IMF) announced that the new basket of currencies that was included in the Renminbi (SDR) came into effect in October 1st.

The inclusion of RMB has set off a "SDR fever" around the world.

The Shenzhen Stock Exchange issued eight business rules related to Shenzhen Hong Kong Tong, including the implementation measures of Shenzhen and Hong Kong business, the guidelines for the management of investors' suitability in Hong Kong stocks, the essential provisions for the disclosure of risks in the Hong Kong stock exchange, the essential articles of the Hong Kong Stock Exchange agreement, the notice on information disclosure and related matters of Listed Companies in Shenzhen and Hong Kong, the guidelines for the implementation of the online voting for Hongkong settlement, and the detailed rules for the implementation of the online voting of shareholders' meetings and the trading rules.

Jointly announced by Caixin and Markit, the final value of the purchasing manager index (PMI) of China's September new manufacturing industry is 50.1.

According to the official statistics bureau, China's official manufacturing PMI was 50.4 in September.

As an important leading indicator, PMI has been in the expansion area for several months in a row. The next turning point is that the economy is likely to rise and fall. (PMI, the purchasing manager index, when the index is greater than 50, indicates that the economy is developing, less than 50, indicating that the economy is in recession).

The financial data of industrial enterprises released by the National Bureau of statistics in September 27th showed that in the 1-8 month, the profits of Industrial Enterprises above designated size increased by 8.4% over the same period last year, and the growth rate was 1.5 percentage points faster than that in 1-7 months.

Among them, the profit in August increased by 19.5% over the same period last year, and the growth rate was 8.5 percentage points faster than that in July, the highest monthly growth rate since this year.

That's good news.

The performance is likely to increase with the increase in industrial profits, which will be reflected in the three quarter report of the listed companies and will play a significant role in supporting and promoting the stock market.

According to the data released by the National Bureau of statistics, the railway freight volume in August reached 2.79 billion tons, an increase of 2 million 980 thousand tons over the same period last year, an increase of 1% over the same period last year.

Do not look at the number of small, this is the first increase in railway freight volume in 32 months.

In August, the nation's electricity generating capacity was 561 billion 700 million kwh, up 7.8% over the same period last year.

In August, RMB loans increased by 948 billion 700 million yuan, up by 11.6% over the same period last year, which has a very high growth rate in July.

The three indicators of the "Keqiang index" have increased significantly. This is a very encouraging news.

The growth of the "Keqiang index" represents the first strong rebound in China's real economy in two years.

There are new trends in the MSCI global index (MSCI, also plated by Ming Sheng, is the Morgan Stanley Capital International Inc, the Ming Sheng index is the most widely used portfolio manager's benchmark index). In the month of.9, MSCI had more than one voice on the issue of A shares.

On September 13th, MSCI announced that it will launch 20 new indexes by the end of September to measure the potential impact of the MSCI emerging market index on the A share of 5%.

In September 29th, MSCI pointed out that the opening of Shenzhen Hong Kong Tong allowed foreign investors to enter the Chinese market with a scale of more than 6 trillion and 500 billion US dollars, and it could also help international investors solve the problem of capital repatriation.

MSCI, the US index supplier, has said that China's A share market has seen some positive progress, and the company will continue to observe to decide whether to incorporate it into the global index.

The next index assessment results will be announced in June 2017.

However, at that time, the announcement made reservations for the future A shares into the timetable, saying that if China's A share market entry status had significant positive progress before June 2017, MSCI would not rule out the possibility of A shares in advance of the regular cycle of annual market classification review.

In the event that MSCI really has A shares in unconventional time, the effect on the market will be much more active than the expected timing of A shares.

With nearly $5 billion 400 million in settlement with the US Department of justice on Mortgage Backed Securities (MBS), the settlement fee is far lower than the $14 billion proposed by the former justice department.

In 2016, the bad news of Deutsche Bank continued to spread.

In February, Deutsche Bank released its annual report in 2015, with a huge loss of 6 billion 800 million euros, and the market tremor, and the four calls for Deutsche Bank to become the second Lehman brothers.

In June, the Federal Reserve released the bank stress test in 2016. Deutsche Bank's US subsidiary, Deutsche trust, was one of the only two banks that failed to pass the stress test.

In June 30th, the International Monetary Fund (IMF) released the financial stability assessment report that Deutsche Bank was the largest contributor to global systemic risk.

In August, Deutsche Bank was excluded from the European blue chip Storck 50 (Stoxx50 index).Stoxx50 index, which was tracked by many funds.

Previously, due to the heavy fines imposed by the United States, Deutsche Bank was in an unprecedented predicament, causing panic in the global stock market. The market was generally pessimistic about Deutsche Bank and treated it as the second "Lehman Brothers".

After this solution is achieved, a stable situation will emerge, thus creating a better peripheral environment for A shares and bringing dawn to A shares.