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随着中国农历春节的结束,中国买盘重新回到大宗商品市场,对大宗市场无疑是一个提振作用;与此同时,中国将召开两会,是否会采取新的刺激政策将成为市场高度关注的点。由于中国是全球最大的大宗商品消费国和进口国,从2009年的经验来看,正是因为中国的刺激政策拉动全球大宗商品快速走出金融危机阴影,并走出新一轮牛市行情。显然,从市场角度看,在中国人民银行降准之后,关于人民银行继续降息的呼声日渐高涨。中国是否采取新一轮的宽松货币政策有望在两会期间管中窥豹。
With the Chinese Lunar New Year’s end, the Chinese buying back to the commodity market, the bulk of the market is undoubtedly a boost; the same time, China will hold two sessions, whether to adopt a new stimulus policy will become a market concern point. As China is the world’s largest consumer and importer of commodities, from the experience of 2009, it is precisely because China’s stimulus policies have stimulated global commodities to quickly get out of the shadow of the financial crisis and get out of a new round of bull market. Obviously, from a market perspective, after the People’s Bank of China downgraded its call for the People’s Bank of China to cut interest rates continue to rise. Whether China will adopt a new round of easing monetary policy is expected to take a peek at the two sessions.