The Politburo meeting held on December 9, 2024 once again made it clear that expanding domestic demand is the key policy direction for the coming year. The expressions of "expanding domestic demand in all directions" and "vigorously boosting consumption" are very positive and will surely ignite the violent rise of Mao Index shares.5, pay attention! It is necessary to adjust the fund to the relevant funds of Mao Index in time!
8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.1. What is Mao Index?
7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.9. Position allocation: 60% for US stocks and US funds+40% for A shares.2. Focus on the pro-cyclical Mao index stocks with low valuation, core competitiveness, policy support and recovery performance: big finance, big consumption, real estate chain and new quality productivity technology.