Category: Money tips Release Date: 2007-05-23
The macro-control risk and index false "see broad market speculation Stock" is not necessarily desirable. Speculation opportunities are mainly non-systematic opportunities for the future of the Shanghai and Shenzhen stock markets, if not a "19" phenomenon, there will be a long time, "37" phenomenon. Investors thought to be changes in the market with asymmetric information should be to give up some junk stocks become re-energized a "lottery-type opportunities", multi-configuration some "bigger chance of winning," the leading enterprises, although such shares may be smaller than the future gains dark horse junk stocks.
The reason said to be "37" instead of "19" is based on the following facts: stock reform package to solve the problems left over by history, such as addressing major shareholders accounting for mergers and acquisitions section and open the door. Shares "junk" and not really trash stocks, such as the G Fenghua the like, the Unit dilemma is inherent in the global electronics cycle and the major shareholders components account for funding and so, in fact, the company with the industry leader, is relatively the most qualified and Japan and South Korea enterprise a slug of companies, it has been such a leader is also vulnerable to foreign capital as a "monopoly of mergers and acquisitions," the subject. As the largest shareholder accounts for section G Fenghua resolved if their business cycle can go upward, then the future is not necessarily junk stocks.
Decide whether the stock really is a waste of corporate governance, and some excellent performance of the company, mainly thanks to the industry cycle, thanks to, as some previous years, be regarded as waste iron and steel stocks, which at present, although blue-chip, but in future it into the garbage, but also depends on the in the governance structure.
Stock reform complementary measures, if implemented, some companies out of the woods, especially those that are mainly caused by external factors garbage stocks. This is the "37" instead of "19" reasons. Therefore, investors should seek QFII or funds while the core unit, but 10000 can not be overemphasized to avoid being fooled.
Good stocks are usually required to increase chase, but sometimes there are Pianmen to take. For example, if oil prices rose to 80 U.S. dollars or the best 100 dollars, can absorb some of corporate governance is still a good airline stocks, bargain Jiancang. At this point bad done, after only a positive, aviation dividends air is mainly high oil prices, while the Lido is a "long term" revaluation of the RMB. Crude oil is different from copper, high oil prices on the global economy is much greater repression than copper, the role of global inflation and far-reaching. The global economy Kang Zhu has since soared, but not necessarily the future of Kang Zhu skyrocketing.
When the global economic recession, the demand collapsing, the final price will fall. The last century, similar things happened 90 years, when South America and East Asia, recession and high interest rates the Federal Reserve to oil prices fell 9.13 U.S. dollars from 40 dollars, the Middle East, the national financial verge of bankruptcy.
For retail investors, from the conventional practices of view, in its search for "three" abandoning "Seven" process should be Dinglao QFII, combined with the risk of macro-control over the characteristics of attention to configure some "counter-cyclical stocks." G drugs like glass than the typical, the unit QFII clouds, and less prone to overheating control impact.
The last to declare that the above said, "look at broader market speculation Stock" behind the times is all very well, but "do not look at individual stocks broader market speculation," is also misleading, and one to be gradually came to appreciate the taste is really hard to describe ... ...
