129773869008906250_42Funds carefully focus stage mobile phone free www.cnfol.com March 27, 2012 securities times comment on securities times reporters Yao Bo Fund annual report have been announced, and fund companies on market movements determine to become clear. Most of the fund managers believe that economicUncertainty remain, the a-share market to a turn in the trend of prices. However, the improvement in the liquidity of sensitive industry policy environment, economy better than expected last year, needs attention to the stage of market opportunities.
Among them, said some fund managers bullish on blue chips and lower stock valuations. Track the stages of economic signals change concerns market opportunities in a cautious tone, fund managers on thisMarkets remain relatively optimistic for years. Fund investment management equity investment officer at Sun qingrui believes that unilateral falling will end 2012 market, need to get it on the market structured opportunities. Sun qingrui, overall, in 2012 the economy will face the risk of falling exports and real estate investments continue to, with the stabilising economic decline, inflation levels and gradually bottomingAnd intensity of loosening of monetary policy will be stepped up.
Expect a smooth transition will be the 2012 main objectives in economic work. Merit Yuan Zhang the South believed that this year's market is not pessimistic, but hardly very optimistic. Has appeared at the bottom of the market, but the space economy, regulation and financing needs and other constraints. Underestimate the value of case, if liquidity appeared apparent ease
tera gold,Primary market issuance frequency drop, the a-share markets stage investment opportunities may arise.
Concerned about the increased holdings of blue chip industrial capital and low valuation or direction reported some fund managers believe the current area at the bottom of the market in the medium and long term, good funds have advantages and competitive blue chips and the low valuation of the stock. Southern Fund Investment Department Deputy Director-General Cheng Wang believes thatLarge single policy and project support in capital, technology, resources, and other aspects are more competitive, at the same time the size of non-lifting of reducing pressure is relatively small, and some single potential dividends is also subject of a higher level of investment, there is a chance. Southern ingredients Chen Jian said, CSI 300 index constituent stocks in market share in net profit 84%, valuations are much lower than the city'sField values, and far below the valuation in accordance with the long-term risk return model should reach reasonable valuations.
From selected stocks in the CSI 300 index components, should be able to return on the medium and long term to get ideal for investors. Ping an overseas industry pioneer Yan zhenghua believes that many blue-chip companies in the near future or of such blue-chip holdings of major shareholders or management of listed companies, industrial capital holdings notShare price is low, but from the perspective of long-term investment, industrial capital of smell has a specified direction. Consumption, development unit and the policy sector keeping many firms still keen to consumer investment. On international investment Director and Deputy General Manager Gary Feng said, contributing to the livelihood of a variety of consumer, industrial upgrading in the precision manufacturing and high end equipment, as well asDid benefit from energy saving and environmental protection requirements of the child be more promising. On international growth pioneer (378,010 shares, market, news, main trading) Tang Qian also considers the need to grasp the consumer sector as the principal of the year, earnings growth relatively quickly, less investment, including opportunities for media, home appliances, electronics and other sectors. Silver Agricole investment Deputy Director Cao Jianfei said,Decisions inherent economic growth momentum in China's urbanization and consumer promotion is still not over, growing consumer technology industry as the configuration key. Effect of monetary loosening, cycle wheel and policy to support industry concern. Silver dynamic strategy (163,805 Fund, market, news, top holdings) analysis of Peng Yan believed that concern monetary policy adjustmentTo the impact of the real estate industry, demand-stimulus also boosted by home appliance industry save opportunities.
In addition, the strong cycle industries after a sharp correction, is expected to usher in a policy shift of the oversold rebound opportunities; national focal point support of the media industry, new energy, new materials, such as high quality stocks are expected to be good for the whole year of excess profits. Galaxy Director of fund research on Liu Fenghua, investmentConsumer policy cannot be relaxed to high hopes, in this game based on the real estate industry chain needs to be carefully, can only be a band a choice of investment. From the point of view of positive financial, need to focus on the new economy (310,358, market information
tera gold, the major trading) industry plan, in line with policy-oriented body such as military
tera power leveling, agricultural investment opportunities.
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