[Stratégie ya Macro] Niveau ya macro ezali relativement stable. marché ya libanda ezali kokoba kozonga na se ya stimulus ya ba coupes ya taux d’intérêt ya Fed. ba produits industriels ya kati ya mboka mingi mingi elandi rebound, mpe zando ekoti na période ya récupération émotionnelle sima ya déclin continu. Banque centrale epesaka amélioration ya crédit mpo na ba obligations ya dépôts ya issuaisons ya ba réscendages interbanques mpo na ba bancs ya moke mpe ba petits, ba petits mpe ba petits résultats, ba petits mpe ba petits bains. to be eligible for major project capital and capital to show that stable financial markets and credit expansion policies have been introduced. It is expected that short-term market sentiment will continue to be repaired. Or there is still a rebound, but the space should be more limited. It is recommended that investors who participate in the rebound pay attention to setting stop-loss and stop-loss.
[Rubber] The global natural rubber planting area began to increase in 2005, and peaked in 2011. In 2016, the newly planted area was basically stagnant. From this calculation, 2017-2018 is the period of the greatest supply pressure, and it is expected that there will be an inflection point from 2019 to 2020. The rubber harvester's tapping income at the starting point of the natural rubber industry chain is very thin, and life is very difficult. Due to the popularity of durian in the Chinese market, prices have continued to rise in recent years, and many rubber farmers in Thailand have been willing to cut down rubber trees and replant durians. Coupled with the hot and dry weather in the opening season this year, there is a shortage of rubber raw materials supply, which has strong support for rubber prices. Due to the high upstream purchase price and the low rubber prices, the Southeast Asian rubber processing plant Mombongo ezali molili, mpe motango monene ya ba usines ya caoutchouc ezali kokutana na faillite. na ngambo ya bosenga, ba consommateurs ya minene ya caoutchouc na kati ya Chine bazali kolanda macro ralentissement, mpe ba ventes ya bapaya ezali ko supprimer na ba guerre ya double-reverse mpe ya commerce. demande ya caoutchouc na ba économies développées na 1 Europe mpe na ba Etats-Unis} ba maintenus na ba mboka ya solo ya asia. In general, the demand side of rubber is mainly based on global GDP, and will maintain steady growth at a low speed for a long time. The natural production rules of natural rubber are determined, usually 8 years is an industry economic cycle. The global natural rubber industry is at the bottom of the boom cycle. At present, supply growth is still slightly higher than demand growth, but overall, from a serious oversupply, the supply and demand are relatively Equilibré.