⊙ Reporter Wu Xiaojing market falls on expected resumption yesterday. A copy of the data shows that on the occasion of last week, the composite index create rally highs this year, funds are modest jiancang, lock a portion of the proceeds in advance. Last week, the market out of the 3 and Yang, the Shanghai composite index integer points easily exceeded 3,000 points and create high since the rebound this year. But inflation is still disturbed the investments of the Fund. Some fund managers believe that the March will be published this week of economic data, CPI at a high level of which may be increased to a certain degree of market turbulence.
There are many fund managers are concerned that, as recent oil prices remain high, inflation of the previous high low after judgement may face changes before. Recommended reading · fengji Forum investment real disk week summary
· near three week fengji basic index sort capturing unit base wrong holding market balance 12 only closed debt base overall discount rose to 5.78% Fund heavy warehouse times earnings a unit (schedule) private: consumption medicine and the emerging industries can low absorption a quarterly Biological Aerated with Department Fund get together same stock promise anguo Thai private chongyang quilt cover everyone music [hexun know] asked currency Fund of problem may is this views driven, last week partial unit type Fund also a modified zhiqian gallon situation, positions appears small down. According to the calculation of capital securities Research Institute, 375-open unit decrease in the average position of 0.44% per cent of the Fund. Excluding effects of fluctuations in the market value on the positions of all kinds of assets, Fund active jiancang 0.67% as a whole. Six major fund companies only in easy reach a select active gallon. Director of Shanghai, a joint-venture investment fund companies that "under the plate wheel moving faster market, the index will not be much performance. While market soared last week, also accompanied by the shrinking of the volume, which also describes the current market participants still hold conservative attitude. "Although the Shang Zhimin huaan Fund for economic and market this year is not pessimistic, but he still believes in May or June in operations to stop for a stop, for further observation. For investment, the Fund still focuses on underestimated the value of blue-chip, high valuations of small and medium-sized market capitalisation stocks taken an evasive attitude. Li Hongyu silver Agricole large blue chip fund managers think this year is the "35" first year of the year, three or four line urban economic rapid development cycles such blue-chip sector such as cement, steel, construction, real estate, will benefit, so as to promote a rising share prices. Long letter proposals concern underestimated the value of the Fund's financial, real estate and consumer stocks, and for higher valuations or early gains greater cyclical industry be avoided.
