The new normal of world and Chinese economy in 2015
2015-07-10
Seen from real economy, under the loose monetary policy, the transformation of real economy is stuck. And as the Chinese government want to break this obstacle, the real economy may become stable, which will cause negative effect on share market. In real estate aspect, as the returns in share market has surpassed the earnings from the housing market, more capitals have flooded into A share market. Thus, assets resort appears between the real estate market and the share market.銆�
In his idea, the turning point of macro economy will appear in Q4 2015, the core is to solve the capital liquidity risk of A share market, and this is also the short-term policy aim. Therefore, from Sep-Oct the macro economy will rebound periodically. This will contribute to the industry chain, but may be negative to the share market.
In the end, Mr. Wang talks about the global economy and the crude oil market. He predicts that the world real economy will recover in the second half of 2015, but due to the different transfer speed, the global currency may behave with slight difference.銆�
In conclusion, Wang says too much worries for the economy is not necessary as there would be turning point in Aug or Sep, and crude oil will also rebound after Q 4.
