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Hot Comments on China
Li Gengnan
Li Gengnan: What is the premise for the effective implementation of the compulsory delisting mechanism?
At present, the A-share market affects investors most than forced delisting.
Guan Tao
Guan Tao: The pressure of RMB devaluation has eased, and the relationship between foreign exchange supply and demand has improved - Foreign exchange market analysis report in May
In May, the market's expectation of the Federal Reserve's interest rate cut rose again, and the dollar index fell back, easing the pressure on RMB depreciation. However, the RMB exchange rate index ended its "four consecutive rises".
Zhang Yu
Zhang Yu: The second inflection point is important -- economic data review in May
From the perspective of the trend of PPI, the trend of this round of PPI turning negative year-on-year is more like a U-shaped (two inflection points). The first inflection point is confirmed to bottom year-on-year, and the second inflection point is confirmed to continue to rise until it turns positive.
Gao Xiangyang
Gao Xiangyang, President of ICBC Financial Management: promote digital and intelligent transformation and do a good job in digital finance
From the perspective of domestic practice, the large asset management industry has carried out active exploration around digital and intelligent transformation, and its international competitiveness has significantly improved.
Gentle
Wen Bin: The export manufacturing chain is loose, stabilizing domestic demand and waiting for development
Looking forward to the next stage, the complexity, severity and uncertainty of the external environment will increase, but the external demand will continue to remain resilient, and the export will continue to grow rapidly in the short term, which will boost the relevant industrial chains.
Gentle
Wen Bin: Can the export boom continue
The good performance of export depends on both the resilience of external demand and strong competitiveness.
Driven by exports, the economy also outperformed expectations.
Luo Zhiheng
Luo Zhiheng: What does the differentiated economic data in May reflect?
On the whole, China's economy is still in the post epidemic recovery stage, and there are bright spots in the economy, such as the continued recovery of the service industry and high-end manufacturing to support the economy, but the two core issues of real estate drag and tight local fiscal balance have not been fundamentally solved.
Zhang Bin
Zhang Bin: How to enhance the sense of gain of economic growth?
How to solve the problem of insufficient demand?
To further reduce the policy interest rate, "there is still a lot of room for the policy interest rate to be lowered. The earlier, faster, and larger the rate, the better."
cf40
Check the economic operation in May
The improvement of final demand and nominal purchasing power must be reflected in credit growth.
Yang Kaisheng
Yang Kaisheng: Try to do a good job in digital finance
From the perspective of financial institutions and banks themselves, in addition to the great challenge that compound talents who are familiar with finance and know technology and artificial intelligence are still in short supply, there is also a very important problem that we should prevent and avoid falling into the misunderstanding of "technology first".
Tao Dong
Tao Dong: Japanese Interest Rate
The seemingly contradictory words of the US and Japanese central banks have added some uncertainty to the already turbulent market.
Han Wenxiu
Han Wenxiu: Promote high-quality development by deepening reform -- deeply study and implement the important statement of General Secretary Xi Jinping on high-quality development
Make good use of reform and opening up to promote the effective improvement of economic quality and reasonable growth of economic quantity
Liao Qun
Liao Qun: "Trade the old for the new" is an important measure to promote high-quality development
What we must face squarely is that the main contradiction of China's macro-economy at present is the imbalance between supply and demand, or the oversupply or insufficient demand.
Xie Haisheng
China Cinda: Actively explore new quality real estate and accelerate the construction of new development model
Leading the industry with new quality real estate products to accelerate the transition to a new mode of development is an inevitable requirement to promote high-quality development and realize Chinese style modernization.
Jiang Zhaohua
Jiang Zhaohua: "Interest first, capital later", to resolve the housing loan crisis with time for space
In fact, the current housing loan crisis faced by real estate is far from being solved by simply lowering the interest rate of existing housing loans, which requires coordinated efforts from both supply and demand sides.
Among them, "interest before capital", time for space or an effective way to resolve the mortgage crisis.
Zhang Yu
Zhang Yu: The decline of institutional group deposits led to the year-on-year decline of M1 - comments on financial data in May 2024
The sharp year-on-year decline of M1 was mainly due to the sharp year-on-year decline of the net increase of demand deposits of institutions and groups, and the year-on-year decline of the net increase of deposits of non-financial enterprises was actually improved compared with April.
Gentle
Wen Bin: Under the initiative of "squeezing water", the quantity of financial data in May was stable and the quality was excellent
After some funds were diverted from deposits to wealth management, although they were no longer included in the M2 statistics, there was no fundamental change in the capital supply of the real economy, and the current "water squeeze" effect also made financial support for the real economy more solid and more efficient.
Yi Gang
Yi Gang: Some Suggestions on Improving the Socialist Market Economic System
In the afternoon of June 5, the seventh meeting of the Standing Committee of the 14th National Committee of the CPPCC held a plenary meeting, and 14 CPPCC Standing Committee members made speeches around the "building a high-level socialist market economy system".
Yi Gang, member of the Standing Committee of the 14th CPPCC National Committee, deputy director of the Economic Commission, and chairman of the Council of the Chinese Financial Society, made suggestions from three aspects: adhering to deepening market-oriented reform, promoting the construction of the rule of law, and high-level opening up.
Gao Shanwen
Gao Shanwen: Observation on "Overcapacity"
Some critics outside believe that the Chinese government's subsidy measures have brought about overcapacity, which is a very one-sided view.
Liu Buyu et al
Hosting business model and its application scenarios
Trusteeship is an important tool for risk management of enterprises in distress.
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Ai Lao
Chief commentator and senior investor of Sina Finance.
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A famous financial writer, and the host of "Derin Bangyu".
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The Yangtze River Delta Economic and Social Development Research Center of Nanjing University
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Member of the 11th CPPCC National Committee, Chairman of the Finance Department of Tsinghua University
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Financial critics, Sunshine Private Equity Fund Manager, financial category best-selling
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Famous economist, researcher of the Development Research Center of the State Council.
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Managing Director and Chief Strategist of BOCOM International.
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Ruilin Jiachi (Beijing), the author of "The Story of the Great Futures Writers"
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