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The Upcoming Macro Data for Q1 2021: Citic Securities Report

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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,

The Upcoming Macro Data for Q1 2021: Citic Securities Report

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 the first quarter of 2021 concludes, many analysts and investors are eagerly awaiting the release of the latest macroeconomic data to assess the state of the Chinese economy. In a new report, CITIC Securities sheds some light on the likely outcomes of these reports and what they may mean for the stock market and investors as a whole. The following article provides an in-depth look at the key findings, recommendations, and predictions made in this report.

Introduction

The report from CITIC Securities indicates that the upcoming macro data for Q1 is expected to exceed expectations as a whole. This can be attributed to a multitude of factors, including the gradual recovery of industries affected by the COVID-19 pandemic and the government’s efforts to stimulate growth through various targeted policies. In recent months, the market’s expectations for fundamentals have also been consistently revised upward, indicating a positive outlook for the Chinese economy.

Targeted Policy Hikes

One of the key recommendations made in the CITIC Securities report is that the Political Bureau meeting in April will carry out targeted policy hikes in some weak areas of the economy. This move is expected to further support the partial recovery of industries that are still struggling due to the pandemic, such as the hospitality and tourism sectors.

Comprehensive Recovery

The report suggests that the economy is moving from a partial recovery to a comprehensive recovery, and as such, there will be no deflation. This positive outlook is due to the increasing resilience of the Chinese economy, which has been bolstered in part by the government’s ongoing stimulus efforts. The report also notes that the continued improvement of the external geopolitical environment and clear liquidity inflection points will enhance market risk appetite.

A-Share Market

According to the report, the A-share market is currently in the second key long window of the year, which makes the current financial reporting season performance particularly important. The report recommends that investors 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.

Conclusion

In conclusion, the upcoming macro data for Q1 is expected to exceed expectations as a whole, further indicating a positive outlook for the Chinese economy. Targeted policy hikes and the comprehensive recovery of the economy are expected to contribute to the continued growth of the A-share market. However, investors should exercise caution and avoid over-reliance on singular themes such as AI, instead focusing on the main performance line and industry sector variations.

FAQs

1. What is macroeconomic data?

Macroeconomic data refers to the statistical information about the economy as a whole, including indicators such as inflation rates, GDP growth, unemployment rates, and more.

2. What are targeted policy hikes?

Targeted policy hikes refer to the government’s efforts to provide support and targeted stimulus to specific industries or areas of the economy that are struggling or in need of additional support.

3. What is the A-share market?

The A-share market is one of two stock markets in China, and it refers to trading in Chinese companies that are listed on the Shanghai and Shenzhen stock exchanges.

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