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Dacheng Fund: shocks to stock markets will remain bullish on consumption, infrastructure stocks 23rd Prime Minister Wen Jiabao chaired the State Council Executive meeting of the State Council, analysis of the economic situation, deployment of recent work. Dacheng Fund said, compared with the end of the first quarter, which refer explicitly to the economic downward pressure increases, more aggressive wording. HSBC PMI recently released initial 48.7 per cent, also announced a series of economic data was further confirmed on the basis of economicThe slowdown. In the current economic environment, the stock market will continue to maintain the shock, but benefits such as consumption, infrastructure policy supporting plates worth of good; and the bond bull market is not yet complete. Dacheng Fund said the Executive meeting of the State Council policy expectations more clearly. Submit structured tax cut, still insist on monetary policy steady tone, tone in fiscal and monetary policy has not been changedDynamic. But a quarter of monetary policy to maintain price stability and prevent financial risks not included in the Conference content, monetary policy and prices managed to sign more visible. In addition, Dacheng Fund believes that meeting Diablo 3 gold, mentioned for the first time starting a number of major projects concerning overall situation, strong drive, highlighted the railway, energy-saving environmental protection, rural and Western areas of infrastructure, education, health, information technology SWTOR Credits,Related industries will benefit. And called for speeding up the progress of the preparatory work of the Conference, uncompleted cannot occur, from this position, full resumption of the construction project is assured, concern now is the new start of the so-called investment in major projects can go beyond the expected. In addition, it is worth mentioning that, the meeting proposed to speed up rural dangerous buildings for affordable housing and at the same time, still requireStability and strict enforcement of the real estate regulatory policy, shows real estate regulation and Central have yet to surf lifesavers removed. Dacheng Fund also pointed out that, in the context of market expectations of policy is full of longing, still need to be aware of economic cycle and constraints on easing of inflation in transition. Economic reality of the situation does not support systemic bull markets, uncertainty in overseas markets heat up again, but the policy expected mobility and modificationGood driving up the market bottom, stock market TERA Gold, pattern, not out of the shock. Bond market is still supported by the fundamentals, bull market continues. Others:

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