As the underestimated the value of blue-chip and gradually strengthen, cyclical industry came into the private "Hogen" underestimated the value of Bank shares, which become the focus of private gallon. optimistic future market private short-term price differences, although larger, but for medium-and long-term market is unanimously viewed think long-term future market shocks up, did not rule out of the bull market may be, the current turbulence, is just a structured walkthrough at the beginning of the bull market. Recommended reading · 2011 2nd quarter Fund NET estimates
· Xia stage fengji investment policy fund second quarter continues to see more Fund "latent" medical instruments industry leading Wang yawei latent 7 only brokerages unit (schedule) second quarter layout unit base institutions four policy zhizhao Qian private a brother William l. Rowe wide heavy warehouse unit exposure acting April market private "tight cover" cycle unit [hexun know] found Investment Fund started books based on above pre-sentenced, private March positions again upgrade.
According to the private line network statistics, March fall in the market, a gallon to future market optimistic private, near 80% private equity positions in more, where private positions in 50-80%, 58.82%, more 20.58% between private positions maintained at 80-100%. Private placement April market more optimistic reaction in position on the policy. According to the survey, said 70.59% private April position above 50%, 50% private 50%-80% acting in April, 20.59% private maintain 80%-cent high positions, and were flat last month.
Less than 30% an increase in positions in private, to 8.82%. For the future how to interpret, huili assets He Zhen believes that negative factors in the market has been advanced digestive tract, now a-shares in 3000.1 game, there is good news on the one hand, such as "money", State of the economy did not think so bad. "Now do not have too many negative factors, and should be considered a negative factor the market has basically been priced in advance. "Investment Li Zhenning duo also said that" basic situation of Chinese stock market currently is: economic fundamentals have no problems, lower valuation for weight plates, which power the rise in stock markets in the future.
"In the view of Li Zhenning, there will be no problems with future growth, valuations will certainly not bad, valuations even if repair 30%, attack to 4,000 points on the index.
gallon cycle blue-chip as the underestimated the value of blue-chip and gradually strengthen, cyclical industries are at the private "Hogen" is worthy of note, underestimated the value of Bank shares, become the focus of most private gallon. According to the survey shows that April, the 55.88% private good financial investment opportunities, real estate and steel also has private good, 14.71%.
Equipment manufacturing has become another important select private varieties, 32.35% private good valuations and growth is private to consider important factors.
Numerous private equity believes that market may stage style transformation, cyclical stock valuations repair opportunities, underestimated the attraction of value is the maximum, and underestimated the value of the Bank is also a matter to be a private placement of preferred. "As long as China's economy continues to grow, China's banking sector continues to grow. Entities in the economic dominant trades in the stock market valuation of the minimum, it is not reasonable. "Li Zhenning that" banking is the monopoly industries in China, especially after entering the l income cycle, if it's not asymmetric rates, in the interests of banks are. For now, 40%~50% are in demand deposits in bank deposits, demand deposits interest rates improve small loans interest rate boost. This helps to improve the Bank's income. "Beijing Fu Rong source General Manager Li Yanwei believes that" current banks underestimate the advantages of value have been very clear that stronger banking stocks was the general trend of the policy context.
"According to its disclosure, after the Central Bank raising the deposit reserve ratio for the first time this year, it set out to buy bank shares. In the view of shangyashibo, from all industry destocking speed, from cement and cars to household appliances, machinery, light cycles of these industries have begun to demand growth appears, now only stock is also more steel and real estate markets. Shi Bo is expected, including iron and steel, petrochemical and real estate industries also in the second half will appear to the end of the inventory cycle of, market blue chips should have a good chance in the second half.
