2012年1月8日 星期日

chemicals and associated with the transformation of growth stocks.

129668631893750000_120Since late October's rally does not last long, market again in near future into a status callback finishing. Short-term policy of fine-tuning does not seem to slow down the pace of the a-share market shocks. In the view of many funds, the current policy orientation and practical measures are not clear, while economic growth continued to decline, European debt problems still exist, the a-shareMarket or still be repeated shocks. Fundamentals Boshi Fund pointed out that policy fully turned loose a lack of support in the short term, the current policy orientation and practical measures are not clear, or contain market long on emotion. Specifically, this rally from late October to early November, basic trigger point is expected to relax liquidity, liquidity sensitive sectors rose rushed in front. And laterIt turns out that excessive market reaction to this expected some. Policy is fully turned loose a lack of support, real estate policies recently let go without more likely. The Chinese new year is approaching, policy orientation and practical measures are not clear. The current from the end of 30 days or so, money market rates rose again appeared, banks push annualised yield of 5-6% frequency of financial products, highlighting the liquidity tensionsPeak or come once again. While Morgan Stanley huaxin Fund also believes that market's lack of confidence in the short term mainly from concerns over the economy. Preliminary market rebound stems from changes in liquidity expected October new loans exceeded expectations also have verified that the policy shift expected to a certain extent, however in the current economy still in the process of decline, has not reached the expectedTurning-point. ����In addition swtor power leveling, the central economic work Conference will set the tone for next year's economic development, market callback waits before held in economic conference is in the bottom area required by stages. Technology on the surface, two cities in the 2420-2380 mark interval has shocks 5 trading days in a row, a sharp contraction in trading volume. Huzhi 5th-stringObviously, intraday rebound lacked strength. If integer a gate could not be recovered quickly, future shocks IAM test 2300-2350 interval support, again challenging larger probability of 2,307 lows in early. On the operation the old republic power leveling, taking into account the market's overall lower valuations, excessive fears is no longer appropriate, the current market level not overly bearish, intraday plunge reversed but everyOpportunity to attract high quality stocks. On the configuration, shenyin wanguo believes that the industry should be concerned about the economy has been able to reverse cycle upturn: electrical equipment (in particular, transmission and distribution equipment and nuclear) pharmaceutical, consumer investment unit; after larger policy loosening, should seize the resonance cycle and growth opportunity, then recommended configuration of real estate, heavy trucks, construction machinery, chemicals and associated with the transformation of growth stocks.

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