Macroeconomic Data in Q1 Expected to Exceed Calculations

04/16/2023 10:03 • Blockchain Briefs • 87 views

According to reports, the latest research report from CITIC Securities pointed out that the upcoming macro data for the first quarter is expected to exceed expectations as a whole, and the market’s expectations for fundamentals are constantly being revised. It is expected that the Political Bureau meeting in April will carry out targeted policy hikes in some weak areas of the economy. The economy is moving from a partial recovery to a comprehensive recovery, and there will be no deflation. The improvement of the external geopolitical environment and clear liquidity inflection points will enhance market risk appetite, The A-share market is currently in the second key long window of the year, and the importance of the current financial reporting season performance has significantly increased. The main rotation has begun. It is recommended to continue to avoid pure AI themed speculation and return to the main performance line, cutting high and low between industry sectors and within the digital economy.

CITIC Securities: The economy will not experience deflation

As we gear up for the first quarter of the year, there is a lot of anticipation surrounding the upcoming macroeconomic data. The reports by CITIC Securities have pointed towards the expectation that the macro data for the first quarter will exceed overall market expectations.

The Market’s Expectation for Fundamentals is Constantly Being Revised

The reports also suggest that the market’s expectations for fundamentals are constantly being revised. This is primarily due to the current economic scenario that is moving from a partial recovery to a comprehensive recovery. Additionally, the improvement of external geopolitical conditions and clear liquidity inflection points will enhance market risk appetite.

Targeted Policy Hikes to be Implemented for Weak Areas of the Economy

The forthcoming Political Bureau meeting in April is expected to carry out a targeted policy hike in some of the weak areas of the economy. This move will further support the current trend of moving towards a comprehensive recovery, and there will be no deflation.

The A-Share Market’s Second Key Long Window of The Year

According to recent analysis by CITIC Securities, the A-share market is currently in its second key long window of the year. The importance of the current financial reporting season’s performance has significantly increased. The market reveals that the main rotation has already begun.

Cut High and Low Between Industry Sectors and Digital Economy

As a result of this shift, experts recommend to avoid pure AI-themed speculation and return to the main performance line. It is essential to cut high and low between industry sectors and within the digital economy.
In conclusion, based on the reports by CITIC Securities, there is a lot of anticipation surrounding the macroeconomic data that is yet to release. The political bureau meeting in April is expected to carry out targeted policy hikes in some of the weak areas of the economy.

FAQs

1. What is the current economic scenario in the first quarter of the year?
Ans – The current economic scenario is moving from a partial recovery to a comprehensive recovery.
2. Should we focus on AI-themed speculation?
Ans – Experts recommend avoiding pure AI-themed speculation. It is essential to cut high and low between industry sectors and within the digital economy.
3. What can we expect from the Political Bureau meeting in April?
Ans – The Political Bureau meeting in April is expected to carry out a targeted policy hike in some of the weak areas of the economy.

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