Warm reminder: On the premise of judging macro trends and industry orientation, this blog adopts a short-term model for selecting hot stocks, Fuanna Home Textiles official website. (1) Geopolitics: China and Russia coordinate "SCO" to cope with the US and EU "NATO" hegemony; Iran, Middle East, North Africa unrest, the US has the intention to fight but lacks the power to dominate; Ma Ying-jeou's re-election continues the harmony of the Taiwan Strait; unresolved historical enmity between China and Japan over the Diaoyu Islands dispute; "South China Sea" storms but no waves seen. Kim Jong-il's sudden death leaves the Korean Peninsula situation unexpectedly calm; Overall, in 2012, global leaders will change positions. Peace, development, and cooperation become the mainstream of the era. 2012 Macro Money Prospect Outlook If you cannot enter the privileged capital circle, in a society where morality is declining, trust is lacking, and corruption is rampant, you cannot survive long-term in the A-share casino (Wu Jinglian's view). This blog adheres to the theme of Peking University HSBC Business School's 2012 "Honor, Responsibility" annual meeting, gathering the collective wisdom of some institutions and private equity teams of "PKU" alumni. The author hopes to exchange ideas with stock friends through the blog, hoping to lead retail investors out of a bloody path. However, no risk-return commitment is made to any investor. According to the post operation, profits and losses are borne by oneself, Fuanna Home Textiles. (3) Macro Orientation: "Stabilizing growth, adjusting structure, controlling prices, promoting consumption" as the main theme of economic work in 2012, if there is no catastrophic disaster or war, the domestic GDP will maintain an annual growth rate of more than 8.5%. The domestic and international environment determines that the central bank must significantly and continuously reduce the reserve requirement ratio. (4) Stock Market Opportunities: After a 10-year cycle, the Shanghai Composite Index shows zero growth, facts show that the rise and fall of the stock market is not necessarily related to economic growth. Policy regulation and capital-driven factors become decisive factors in the rise and fall of A-shares. At the end of 2011, state-owned main forces such as Central Huijin and Social Security Fund defended near the 2300-point level, Guo Shuqing's suggestion of "pension funds, provident funds" 4 trillion yuan long-term investment in the stock market and other landmark events highlight the policy bottom. Combining policy, valuation, and technical analysis, theoretically, the Shanghai Composite Index will fluctuate dramatically between 2200 points and 3000 points throughout the year. (5) Operation Strategy: Lock onto opportunities in consumer goods, agriculture, water conservancy, and emerging industries sectors confirmed in the 12th Five-Year Plan, including energy conservation and environmental protection, electronics information, biotechnology, high-end equipment, new materials, new energy, new energy vehicles. Interpretation of the overall market Specific entry and exit please refer to the latest views in the daily blog posts. (2) Economic Prospects: High unemployment in the US, the Eurozone debt crisis remains uncertain; China's regulation of housing prices, commodity prices, and local debts have become major obstacles to economic development; the global economy is in a stagflation phase characterized by coexisting inflation and slowing after the 2008 financial crisis. As the global hegemon, the US will adopt a sustained low-interest strategy before 2014, while the EU and Japan follow with quantitative easing, forcing China to limit its stable monetary policy strength. Website www.lovojf.com/fuanna Related thematic articles: Fuanna Home Textiles Nasdaq creates Fuanna Home Textiles official website Although small-cap stocks perform actively, Fuanna Home Textiles official website Wash again with clean water