What is the market assistance of a meeting on economic policy in China?
Chinese equity investors are facing an important week, as senior officials meet to discuss economic priorities, hoping that more stimulation will support the strong increase in the market since the beginning of the year. The markets will focus on how Beijing could reduce the impact of the risks of US customs duties, after President Donald Trump threatened to impose extra fees with 10% on the country’s products. The announcement of the increase in financial spending on the National People’s Conference is expected to support local demand, in addition to the measures aimed at profaning the real estate crisis and ending the deflationary residences. The efforts to stimulate technological advances – such as those that can lead to the rise of companies such as Deepseek in the field of artificial intelligence – are also decisive. Optimism about artificial intelligence has led the high shares of Chinese technology companies in Hong Kong to its highest level in three years, increasing the risk of sudden sale as Beijing has disappointed the hope of paying innovation. “Increased government spending paid to expand the financial deficit and the recovery of the credit wave will help reduce the fear of contraction, and to be added to the ongoing re -evaluation of the Chinese stock market,” said George Intelligence, the Fidelility International. He added that China has the keys to “rebalance its economy and create more sustainable growth”. The most prominent areas monitored by stock traders and analysts before the meeting starting Wednesday: The artificial intelligence breed will be the scope of China’s support for artificial intelligence and other advanced technologies with great interest after Deep Cick led to a re -evaluation of the sector. Investors expect measures to pay ‘investments and the acceptance of artificial intelligence’, according to economists in Goldman Sachs Group. The meeting of President Xi Jinping with senior corporate heads – who has hidden for some time during a strict organizational campaign – indicates that China will double its efforts to achieve technological excellence. Unlike artificial intelligence, robots, aircraft flying at low heights like this March may be the focus. Among the potential winners in the stock market are the chips manufacturers such as “Hua Hong Semiditionuctor Ltd”, the shares of which have increased by 58% in Hong Kong since the beginning of the year. The shares of the UBTICH Robotics Corp and “Senzhen Inovance Technology Co” are over 60% and 20% each during the period. The two biggest giants of the Internet in China will benefit the ‘Alibaba Group Holding Ltd’ and ‘Tencent Holdings Ltd’, which returned strongly after years of poor market performance, of an extra promise to support the private sector. Consumer question The analysts expect the consumption of consumption in China to be a priority at the policy level this year, given the contraction and commercial tension. State Council President Lee Qiang recently emphasized the need to support consumption as a great growth car. “We need a largely expansionist financial policy to help break the shrinkage of China and contribute to pumping some momentum into the economy.” “The government has talked about the support of consumption, but we need details,” he added. City group analysts expect a possible expansion of the Mubadala program, which has benefited from consumer electronics and measures to increase the basic retirement benefits. Analysts do not expect to provide widespread support for children or a comprehensive financial assistance, according to a memorandum released on February 14. Policies aimed at regaining local demand for a group of car businesses such as “Byd Co” and “Geely Automobile Holdings Ltd”, household devices, including “Gree Electric Appliayses Inc” Home Smart Home Co. Shares have a larger presence. The recession of real estate is the details of the support of the housing market, as the sector is still weak, despite the initial indications of stability. The Real Estate Share Index fell by the highest level in October with the Dalling of the investors by 40%. As the real estate sector represents about 19% of the economy, concerns about the housing market that are still stagnating can prevent the shares from increasing the expansion to the technology shares. The conference is likely to focus on measures to pay the renewal of urban towns, housing support and to reasonably control the supply of new countries, while seeking more progress in drainage of the shares, according to a memorandum issued by the UBG. Tau Wang, head of EBS economists, expects the government to allocate 800 billion Yuan ($ 110 billion) or more private local government bonds each year to reduce shares and add credit support to developers financing. It is likely that the largest businesses, including the company “China Vanke”, “China Overseas Land & Investment Ltd” and “China Resources Land Land Land Ltd”.