129668652422968750_110The Red week (blog, Twitter), trainee journalist Yu Ting Wang as agencies allowed to redirect downgraded in Zhejiang rural credit system introduced reserve message, many people in the market will be interpreted as policy point to confirm, but in domestic and European debt crisis deteriorating economic situation under the double blow, policies to benefit has not been a shares responded positively. The Red magazine, rememberPrivate interviewed more than Sun, had relaxed its policy of "cold" judgment, operation return to cautious.
"When cold, the most difficult rest"
Diablo 3 Power Leveling, in the present market environment, it looks like the entire Sun private struggle to recuperate. Recommended reading · Fund crisis suffered near-bankrupt companies increasing · scale of private equity fund seeking funds rushed at the end of the interview-basedGold charge a management fee of $ 150.7 billion ten year exemption pre-arranged ETF 18-day block trade Fund ate half of the Phoenix media placement unit Dacheng Fund keep private 2011 whetstone, Chongqing brewery benefited nearly 3 times the Sun move on two achievements three problems PE stake in major shareholders of listed companies was rife Sun private equity total return to caution the market remained low, approachingEarly low of 2,307 points, Sunshine private equity overall return to cautious attitude, some of the private equity has appropriate jiancang. Shiji Yu Wei, senior investment analyst says: "consecutive sharp decline, the market may experience some slight rally, but after the rally, the market will still select the down arrow. So in the near future will be a closed process of reduction of high. "Wuhan jialun totalManager Zhang Shutong market is not optimistic about the future. "Since the end of October a shares ushered in rebounding, funds face seemingly relaxed, but relaxation is only superficial, market turnover before although has been enlarged, but instead of forming a virtuous dynamic pattern. In addition, fine-tune the and policies are not yet in place, only converted from weak cycle. Rally we added a cartridge in the early days, but now the position hasBack to lower levels. "Dragon asset manager Wu Xianfeng the analogy between the current market is" doing push-ups ", now under way on, was a really big shock. "From the perspective of early hot rhythms, culture media, environmental protection, outstanding themes such as software, LED, Internet of things, most suffered different degrees of high phenomenon of stagflation, and market new hot spots and the lack of, in the final analysisIs to end the four-quarter corporate earnings expectations in the market is not strong, thereby constraining the market rebound. Seen from the specification, and future trends are not optimistic, though continue to adjust the space does not necessarily great, but adjusted time may be longer, the time-for space. "Of course, there is also a private continue to see many new value investing Luo Weiguang still retains a distinctive and aggressive style, KennedyIs a medium-term bottom 2,300 points, despite current correction, but the market upward trend has not changed, the entire rally does not go through. Cold through the exchange of policy, reporters found that policy has been fine-tuning, but because of the macroeconomic situation deteriorated more than expected, is main factor for private dared not go long. First, the continuing deterioration of the European debt crisis, PortugalSovereign credit rating by Fitch, the Grand Duke down, as long as you don't drag a shares well, not to mention the boost a shares and, second, domestic economic conditions facing the real estate investment decline, inadequate domestic demand boosted export slowdown significant drag on GDP growth pattern. The industry widely expected quarter and the first quarter of next year's GDP will decline in China. Can the Chinese economy this soft landingWill depend on future monetary policy of the Government to relax its efforts, but taking into account the 2008 Fortune caused a series of negative effects, it is estimated that this even to relax, and in 2008 when the different ways. Ding feng, General Manager of asset Zhang Gao, said: "now many optimistic expected one or two quarters of next year is the economy bottomed out at all times, but the economy bottomed out provided that the transfer policyFor loose. But if the precondition failed to do? So do investment cannot guess alone, is the most serious problem now, policy shift will be no mass, signs of the economic downturn has not seen under control. "Haijiuge on investment Director Kevin ye also believed that domestic macroeconomic Department next year" 18 "sensitive periods, in order to maintain policy consistency, to control pricesRose, maintaining social stability, adjustment of national macro-policies are not large. "Next year ' two sessions ' opening after the basic identifying policy directions and levels of investment to market. However, where is the end result cannot yet determine future economic growth, economic indicators are still volatile, so, we judge the future macroeconomic expectations for ' cold '. ”"The end of this year to early next year, monetary policy difficult to have a lot of changes, basically maintained moderately tight policies. For example, I think the credit easing is unlikely, at the current growth in credit size, we estimate is around 7.5 trillion for the year, is also 7.5 trillion last year. Meanwhile, the Central Bank during the review of new indicators-the total amount of Community financing last year was 14.27 trillion, is 7.7 trillion in the first half of this year, it is estimated that can reach 10 trillion for the year. Although this year has been adjusted, tighten, but in reality, money has not significantly reduced the amount of injected, so that next year there will be no relaxation will basically control the size of the 70,000 ~8 trillion. "Connection Yi investment zhanjuntao, General Manager, said monetary policy was directed only widthLoose credit in the future it will not relax, but fiscal policy will play an active role, a supporting industry opportunities exist. Tao continued analysis: "this year has been implementing the proactive fiscal policy, on economic development in these two years to play an important supporting role, it is more able to meet the needs of the entire economic structure adjustment, tilt to national support. But on theMarket as a whole does not have a big impact, because it has not a big change, next year is going to take a proactive fiscal policy is a positive signal to the market, will not have a negative impact. "Little position to participate in new industries now, since the short-term market as a whole, there is, most private equity focused on looking for structural opportunities, including newIndustry remains the most promising. Wu peak, small positions in policy supporting industry, such as strategic emerging industries and related industries, its units are held of high-end manufacturing branch in electrical (300,035, unit), Dr Peng in the networking industry (600,804, unit), the Oriental Pearl Tower (600,832, unit), wide electric media (000917, unit), Gehua cable (600,037 shares) stock. "Equally benefit from policies to benefit the transport enterprises change the business tax sales tax pilot, which would alleviate the tax burden on the industry, so we bought a logistics unit. In addition, in accordance with past practice, at the end of each year, China will take ' first, ' come in the form of agriculturalGood policy, so early ' latent ' agriculture stocks is the best policy. "Luo Weiguang remain cautious about the blue-chip benchmark," I admit that blue-chip benchmark valuations low, but I do not think that the stock price rose from the low valuation, but from the macroeconomic to the good performance of listed companies and stable growth, that growth and innovation.I never buy those valuations low, but without growth and innovation, shares not risen nor fallen stock ". Zhanjuntao, points out that in both directions, one is in the process of economic restructuring itself with growing capacity of the industry, such as consumption in the fields of medicine, food and beverage, agriculture in the seed industry, the agricultural machinery industry. "These industries over the next few years the economicIn the process of structural adjustment, should be able to maintain good growth. "Second, national fiscal policies and industrial policies to support some of the industry, including energy conservation and environmental protection, information technology, new energy, manufacture of high-end equipment. "The medium and long term, it is more benefited. But, not all listed companies are able to maintain its high growth, with the support of the policy of someReal benefits from policy support, itself with development potential of the company
diablo 3 gold, to continue to achieve profitability and growth, over time, their share prices will be rising opportunity. ”
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