Liangyong Jiang said that as the current and future economic structure is undergoing major changes, so the market value of the emerging industry factors need special attention. Specifically, these energy-saving, low-carbon, artificial substitutes, the company earnings direction and depth of particular concern, has a relatively optimistic about the future growth of the market value of the space.
newspaper has been in contact with a number of fund companies to issue new products, found that in 2010 the formation of the hot markets, such as consumption, new products, energy saving other direction, it's still such a new fund for Jiancang the focus of internal discussions.
Gou open red expects the overall economy still in recovery phase in 2011 will be the A-share market or market-based shocks, while there is a structural, phased market possible. From a valuation perspective, the market is very small downside. The profit growth of listed companies in 2010 about 30% has been relatively established, these positive factors on the market is relatively positive. We still have confidence in the market, in the context of tight liquidity, 'new industries' and 'consumer' and so the process of economic transformation in China, supported by policy, with a growth plate with investment opportunities in space, will to focus attention. out of space.
normal circumstances, the new fund Jiancang have sufficient time to 6 months. Relative to those of the panic. The face of declining stock prices, strong cash position that holds the heart Qiexi endless fund managers.
Gou open red is particularly bullish on the industry in the emerging high-end equipment manufacturing industry, growth prospects and market space. After 30 years of China's industrialization process, the original machinery and equipment manufacturing are only in the low end of the field with international competition. But two or three years, the Chinese high-end machinery and equipment manufacturing in the field there have been technological breakthroughs in the whole industrial chain from the original high-end low-end assembly of the core parts gradually entering the field. From the current point of view, the future is expected to continue running from the relevant enterprises 'technological breakthrough' to 'import substitution' and then 'export competitiveness' growth trajectory, it will be the emergence of a number of chain enterprises. UBS SDIC Fund Investment Xu Wei Zhe, Deputy Director, to provide perspective to the newspaper, said if the growth stocks in 2010 are mainly market, then especially in the first half of 2011, the value will be based on class and underestimated the value of stocks as main market. Compared to three or four times the consumption or new industries, he favored financial and real estate underestimate the value of the plate. Longer period from the point of view, from the current price to buy a bank or real estate, may make money but not money. large. In this regard, the Chamber Zhuang Tao, director of fund investment is also more favor, he said that statements made by management, property control and will not be substantially relaxed. But he also stressed: From the current regulatory structure point of view, there should be a wave of financial, real estate market. She believes that operation of the market compared with the previous law, the current hot market produce all kinds of
to high frequency in the overseas market on the occasion, with good economic fundamentals support a strong A-share market is hovering in the new year trend. Is called The cash on hand of professionals is how to grasp the rhythm of Jiancang it?
Value Discovery Fund Manager Central Europe, Central Europe new momentum Gou aspiring fund managers to open the red in the , the current market, you can choose the investment target is to increase significantly as the market adjusted. She stressed that the fund manager's investment behavior, the investment of large logic extremely important. She said that since 2011 the market background is particularly complex, so in the new fund Jiancang process, she will be more cautious and not blindly fast positions.
adjustment is a good thing
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