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2017年对权益市场的投资,要避免炒作,要依据扎实的增长和基本面情况而定新的一年已经来到,2016年底中央经济工作会议明确提出防控金融风险,等于给2017年定了政策基调。不论如何,我们经历了2016年的英国“脱欧”、美国总统选举,也观察到了大宗商品价格的集体攀升、部分发达经济体迎来触底反弹。笔者立足于全球经济的视野,按照自上而下的投资分析逻辑,初步梳理和分析2017年权益市场的投资机会和潜在的风险。
To invest in equity markets in 2017, to avoid speculation, we must base ourselves on solid growth and fundamentals. The new year has come. At the end of 2016, the Central Economic Work Conference clearly put forward the prevention and control of financial risks, which is equal to 2017 Policy base. However, we experienced the “Brexit” in the United Kingdom in 2016 and the U.S. presidential election. We also observed a collective rise in commodity prices, with some developed economies ushering in a bottom-out rebound. Based on the global economic vision, the author initially analyzes and analyzes the investment opportunities and potential risks in the equity market in 2017 according to the top-down investment analysis logic.