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Four quarters of the city after fund manager is valued configure the key financi
From;    Author:Stand originally
Most fund manager expresses, the market is short-term have adjust demand, but the force that changes tendency of the market did not appear, long-term still to good. Finance, consume kind of industry, resource kind of the domain such as breed high grade blue chip still be fund manager people love most.
Market difference is increased stage by stage, but the market after the section is new tall ceaseless, it is 6000 bits nearly before. Four quarters have what investment theme better anticipate, what force can just change tendency of the market? Most fund manager expresses, the market is short-term have adjust demand, but the force that changes tendency of the market did not appear, long-term still to good. Finance, consume kind of industry, resource kind of the domain such as breed high grade blue chip still be fund manager people love most.

Bovine city inflection point has not appear

The market rises continuously after long holiday, yesterday show closing quotation innovates again tall, on the station 5900 bits. Jiang Zheng of manager of fund of fund of redound of Hai Futong aggrandizement, Hai Futong stock expresses, appear on the market at present the 3 quarterly reports of the company be about to large area gives furnace, its outstanding achievement grows whether accord with anticipate existence uncertainty. Additional, open stage by stage as overseas investment, all sorts of different channel also are met billabong share capital. After entering four quarters, held blame can be decreased after changing current an amount will be outstanding increase. These short-term uncertainty elements bring about the market to may exist adjust demand. Actor of Tai Dahe silver-colored efficiency chooses fund manager Liang Hui to express, market level uncertainty will be increased in October. “ falls in favorable situation, also put in a few secret worry, we rise prices of attention such as taller, credit is more first half of the year wait for problem ” .

Invest assistant inspector general, fund into fund greatly Jing Yang, big grow fund manager Yang Jianhua to also have same view into value.

Although adjust,be inevitable, fund manager people the city after still be being valued. Yang Jianhua thinks, decision stock market goes for a long time of situation is economy main area, will look from the history, those who decide stock market turning point is policy of monetary policy, finance these macroscopical economy elements, inflection point of city of this round of ox returns “ to did not appear. Actually, market of our country capital still is in the best period ” on the history. Yang Jianhua points out, investor is OK optimistic element is very much, if first-rate, economy grows company profit strong, the RMB appreciates ceaselessly, liquidity is ample do not have a change etc, and future is changed impossibly also 9 years. If “ must ask city of this round of ox the word that when ends, the answer is to wait for growth of Chinese economy high speed to produce change, wait for a RMB to appreciate occurrence inflection point when ” .
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