129770904119687500_54Poor macroeconomic market index of leading indicators and retreat, accepting the financial investment newspaper reporter three private institutions CEO on Outlook cautiously optimistic, on consumption, emerging strategic industries, low prices, stagnation, blue-chip stocks and long. Dragon asset Xianfeng Wu: short term maintaining a bull market strategy of Shenzhen Dragon asset management, Mr TungLong perilous peak Ng said: "regarding the future trend, volatile in the short term, will not be too bad, but up little space. Decline this year will not be too large, economy ', a hard landing ' possibilities of relatively small, 7.5% is to achieve economic growth targets. "" At present, our position has been added to the 90%. Strategies, short term maintaining a bull market strategy, the mainEmerging strategic industries
tera power leveling, sectors such as consumer benefit and tax policy and the strong oversold cycle industries looking for investment opportunities. "Wu Xianfeng said. Wu told reporters the perilous peak "offer" said currently Dragon asset positions of a share of high-end manufacturing sector of electrical; in the Internet sector huasheng tiancheng; XJ electric grid investment plates; community Web site along the network of science and technology in the plate,Oriental wealth Rainbow in the e-commerce sector holding; day section in the environmental technology sector shares material stocks in the taihe new material; ST us, Hunan in the new energy sector shares deep in the home appliance sector KONKA; jianghuai automobile in the automobile sector. Xianfeng said Wu is also optimistic about the brokerage unit, policy on brokerage sector is positive. "Now we configure the sea permitsCoupon, Societe Generale securities, CITIC Securities three brokerage unit. "Wing Yu Dingheng Tiger investment: underestimated the value of heavy bunker Financials Tigers General Manager of investment management limited Shenzhen Wing Yu Dingheng said:" my afternoon relative optimism is based on the a-share market there have been '; end of policy, ' '; end of the market, ' '; end of mobility ' and '; end of valuation ' judgment. "Yu Dingheng said, Declines in the market space has very small, is likely to continue to narrow fluctuation around 2,400 points next week, the market will experience a true valuation of repair, the configuration process of the stock of wealth. Yu Dingheng says, currently configured major cycle unit-oriented, like banks, brokers, coal, cement and other varieties. However, their positions more concentrated in the financial sector. Because the current flowMobility brings the stock market value of premiums from small and medium-sized transfer of stocks to underestimate the value of blue-chip benchmark, hotspot of the future will be the large blue-chip stocks. "Our market blue chips are not only '; ' or ', long ' current position 6Ash;7 times, but foreign banks generally at about 12 times forward earnings. Domestic banks back to 12 times times forward earnings is reasonable, 6 times to 12 times times still has a very large space. In theory, banks and 100% appreciation, even minus half the appreciation of 50%. "Of course, investment market, blue-chip cannot get rich quick, to endureI should be in a long-term action-oriented. "Yu Dingheng thinks. Jing-Lin Fu Rong source: buying chemical stocks this week, General Manager of Beijing huarong source investment management limited, Lin said, future shocks to trend the market will focus on six lines continue to narrow, "dilemma" again. In such circumstances, maintaining a 5Back to keep. "Our stock picking strategy is '; bottom up ', is the best investment strategy ', light market, individual stocks '. "Lin Hai-yin said that his main care of large blue chip financial and real estate industries. Large blue-chip stocks the main monetary policy moves, if the expected easing of funds, some blue chip benchmark performance opportunities will be more. Lin said that at presentInvestment in blue-chip stocks has four advantages: first
tera gold, resistance fluctuations. Results continued to grow steadily
tera gold, the economic slowdown is particularly important in the context of second low valuations. Buying bargains is value investing day, blue-chip stocks generally lower valuations, gained more space; three funds mainstream institutions such as follow up, liquidity advantages, and the blue-chip finance demands low, unlike the SMEs financingGreater demand. Major this week to buy the stocks of chemical and agricultural vehicles, which, in the chemical industry, promising Shandong Ocean chemical, Chongqing Three Gorges a shares.
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