Chapter 50 What is the impact of the depreciation of the renminbi on the stock market?
readx; August 12, 2015 at 7:00
What is the impact of the depreciation of the renminbi on the stock market?
On Tuesday, the Shanghai Composite fell 0.51%, or 0.01%
Heavy 100 suspension;
The bottom position of Huaguang shares rose 0.07 yuan per share
Stayed in China National Heavy Duty Truck, down 0.39 yuan per share
The bottom warehouse expands the new energy, up 0 yuan per share. Pen & Fun & Pavilion www.biquge.info
On Tuesday, under the influence of the sharp depreciation of the RMB, real estate and banks pulled back, but the beneficiaries of the depreciation of the RMB have risen to the limit, and the situation of 100 shares has been increased, and the market sentiment is active. Funds are actively going long.
So what is the impact of the depreciation of the renminbi on China's economy?
Stable depreciation is expected, and export industries benefit: textile and garment, home appliances, machinery manufacturing. In particular, China's PV exporters appear to be winners. According to the analysis of the export of solar cells in Guangdong Province, Fujian Province and Dalian Customs District from January to February 2014, the export volume of solar cell products in China has increased and the price has decreased. The unit price of solar cell products has generally declined, but the year-on-year export volume has increased significantly.
Which industries are likely to be affected by the RMB?
"How the Depreciation of the Renminbi Affects China's Economy" mentions that "... The most vulnerable sectors are undoubtedly air transport and real estate. ... Over time, the negative impact of the continued depreciation of the renminbi on the domestic economy will eventually become apparent..."
"The Impact of RMB Depreciation on China's Economy" mentions that "the biggest impact after the RMB depreciation is the real estate industry, China's real estate bubble begins to burst, and a large amount of excess real estate will be thrown into the market..."
Operation strategy: Adhere to the principle of buying stocks online and operate in accordance with the principle of prudence.
On July 9, 2015, 100,000 simulated disks today's total funds: yuan. The target for the second half of the year is 150,000.
Strictly abide by the fifteen disciplines, come on! Small scattered