Specifically, you can focus on three sectors: first, to promote the industry in transition. Because the transition period is a major issue over the transition to promote the industry therefore have a monetary contraction against a solid support; Secondly, the scarce resources industry because of the currency against the backdrop of shrinking economic recovery, but economic recovery will certainly increase the demand for resources; final , undervalued by the market sector, such industries contains little bubble, with the economic recovery, the advantages of its fundamentals and valuation will stand out.
Recently, Hua An Fund strategy report released in 2011, 2011 and non-periodic stock investment cycle is expected to be more balanced revenue. Hua An Fund, according to estimates, there are trends in the support, policy support, external economic recovery, the expected full-year 2011 growth rate may be lower than 2010, but higher stability between quarters.
Hua An Fund believes that, overall, there are six macro-theme in 2011 will affect the whole market trends: first, inflation expectations fall back on the market, monetary tightening is expected to fade from the high; Second, the ongoing appreciation of the renminbi, faster; Third, housing prices basically stable, but sales steadily rise; the fourth performance of listed companies in the fourth quarter of 2010 over the same expectations significantly, to maintain a desired annual growth rate; the fifth, the Fed launched QE3 the possibility of disappearance of the second half of 2011 to discuss exit part of the stimulus; Sixth, the government forced individual countries, the euro zone debt restructuring.
No comments:
Post a Comment