End of a-shares still shocks to maintain builds end pattern, but market organizations have been actively study next year. Integrated brokers, Fund and a number of institutions such as insurance, if the further easing of monetary policy next year space open, a-shares are expected to usher in a wave of phased. Although the economy of our country to find new growth mode, markets will remain volatile, but the agencies have started active layout centering on economic restructuring, policy for supporting the sector bodies all ages. Next year first half shares or has staged opportunities shenyin wanguo securities 22nd publishing of 2012 investment policy comparison optimistic, think shares next year or exists once large level market. report said, 2012 years a quarter, based on policy relax expected of “ honeymoon ” market will due to on economic of concerns end. as policy appeared larger loose, stock market is expected to deductive cycle unit and growth unit resonance of large market, this will is in recent years best of cast
Funding opportunity, can index up to 3,000 points. Gold company, under the economic restructuring and fine-tuning of policies, the stock market there is a structural opportunities. early in the first quarter of next year, European debt problems or repeated again, this results in a market adjusting. end of the first quarter as the CPI fell further, room for further easing of monetary policy in China opens market rebound is expected to continue upward trend. Because 2012 funding environment is better than this year as a whole, is expected in 2012 a share in the first half are expected to impact on, could once again fall since then. Accept the China Securities newspaper reporter interviews several insurance agencies are more cautious. they believe that next year the stock market will remain volatile pattern. an insurance institution said changing monetary policy will remain focused during the next year, did not have substantially relaxed conditions, so stage and a shares would be rendered non-trend investment opportunities. Fortis fund company considered the sea over the past few years easing the accumulation of
Huge stock of money still need quite some time to digest, fine tuning of the current measures to hedge against risks of a short-term fall too quickly just. 2012 orientation of monetary policy will remain “ sound ”,“ pre-harmonic tuning ” continued to the end of the first quarter of 2012. Around “ transformation ” active layout CICC says industrial policy next year will tilt toward modern services. benefit from tax cuts, finance support policy, structured investment opportunities of modern service industry concern. culture media, software, environmental protection, logistics and transportation, medical services, commercial circulation industries likely to benefit. Shenyin wanguo securities, said, first quarter of next year should focus on saving strength. configuration may concern counter-cyclical industries of economy rebound, electrical equipment, pharmaceutical, consumer-oriented investment equipment. larger policy loosening, to grasp the cycle and growth with a total
Vibration of opportunity, recommended configurations in real estate, heavy trucks, construction machinery, chemicals and associated with the transformation of growth stocks. Insurance agency said it will focus on structural adjustment, actively layout. insurance agency said, with new emerging investment in strategic industries such as energy, high-end equipment manufacturing industry continues to increase, industrial Division will appear, which will focus on earnings growth sustained and stable variety. Furthermore, in the context of economy to a soft landing, underestimated the value of banks with investment value. Sea rich pass fund company think, future national investment of direction may more focused on “ transformation ”, group of benefit emerging industries boom of upgrade of child industry worth concern. Shang cast Morgan fund company is said, future more bullish may by policy stimulus raises market of energy-saving environmental, and irrigation and water conservancy construction, and high-end equipment manufacturing and the cloud computing, and property networking, theme sexual investment opportunities. in addition, to large consumption class related plate for representative of underestimated value, and sound growth class
No comments:
Post a Comment