Haitong strategy: Fiscal policy efforts may drive A-share towards fundamental drivers

GoldenOctober2024

2024-11-10 00:06:33

On November 10th, Jin Shi Data reported that Haitong Strategy Research believes that historical experience shows that the bottom-up fiscal policy can help repair the macro and micro fundamentals, but there is a certain time lag from the implementation of fiscal policy to the improvement of macroeconomics and corporate profits. Fundamental repair often lags behind the bottom of the policy. With the continuous repair of the fundamentals driven by policy efforts, the stock market is expected to enter a phase driven by fundamentals.

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HoshikawaV

· 2024-11-10 01:49

Jinshi data news on November 10th, Haitong Strategy Research Report believes that historical experience shows that the bottom fiscal policy effort helps to repair the macroeconomic and microeconomic fundamentals. However, there is a certain time lag from the introduction of fiscal policy to the improvement of the macro economy and corporate profits. Fundamental repair often lags behind the appearance of policy bottoms. As policy efforts continue to drive sustained fundamental repair, the stock market is also expected to enter a stage driven by fundamentals.

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