Category: Money tips Release Date: 2007-01-01
Investors may wish to stock picking ideas and funds, QFII to keep pace
Micro-disk structure, can be found only in truly led the broader market as represented by QFII funds and institutional Shigekura species, most of the stocks is limited gains. In other words, the current wave of out-of body Naishi Quotes Quotes. Therefore, in such a market, we must grasp the pulse of Quotes, the key is to analyze the Fund and the QFII's investment philosophy, with its own operational strategy to keep pace, we can reduce risk and increase profitability.
Agencies have focused on ideas
In general, the domestic mainstream of the Fund's investment idea is a relatively conservative side, they always tend to present the fundamentals well plates relatively large blue-chip variety. The concept of QFII is more radical, more attention to the growth of individual stocks in this industry has outstanding advantages, has potential for growth performance of listed companies is its favorite. Taken together, the existence of intersection between the two preferences, and any low price-earnings ratio, cash dividends strong large cap blue chip companies has always been the first choice for mainstream institutions. In addition, QFII sometimes invest in stocks or even losses, shares of the reorganization of assets, as long as there is industrial development prospects of these companies and enterprises the opportunity to revive, but this is rare.
Highly concerned about the four blocks
Overall, I believe that investors and QFII fund the following types of positions can maintain a high degree of attention to varieties:
1, transportation class stocks. Under the Fund's report shows that over the last few quarters: configuration in the industry, transportation, the Fund's holdings of stocks has always been the main species, such as China Southern Airlines and Shanghai Airport, Shanggangjixiang, Fujian high-speed, deep Chiwan, and Wan-pass high-speed, etc. been well-received favor. This is with the Fund's focus on investment in security, stressed the defensive nature of the investment strategy. As the performance of transportation stocks stable, cash flow adequacy is a solid investment products. One rail transport, ports, highways, aviation industry, the leading class units are the preferred investments of the Fund is the main target of QFII.
Second, resource stocks. It includes a wider range, both non-ferrous metals, coal, oil, electricity and other resources of the traditional concepts, but also patented technologies and formulation of Chinese medicine, wine, etc., but also has a geographical resource monopolies and the ports, roads and other industries. At present, the scarcity of resources has become one of the bottlenecks of China's macroeconomic development, despite the implementation of macro-control, but as coal, electricity, oil, transportation and other bottlenecks in the industry still find it difficult to ease tensions. A significant price rise coupled with a variety of raw materials for the resource stocks provided a wealth of investment opportunities, which is bullish QFII funds and the main reason of such stock.
Third, environmental stocks. "Kyoto Protocol" has brought the entry into force of the industrial restructuring, for the new energy industry provides a good development space, the past two months, funds and QFII investment in light of these changes will be attention to clean energy and environmental protection Listed companies, to promote a good rally this plate.
4, consumer stocks. Biological products such as medicine, social services, real estate, and wholesale and retail and so on. As the central bank austerity policy, and economic slowdown of the pressure is not reduced, management by policy to stimulate consumption growth has been strengthened, in which case the consumer has a good defensive stocks, and QFII funds likely to be favored. Shuanghui Development, Maotai, Tong Ren Tang, China Vanke A, and Financial Street are among the outstanding.
Leading low-cost stock picking ideas
The scope of the stock selection focused on the four sections, funds and QFII to take the specific stock selection ideas, based on choice and industry leading low-cost blue-chip stocks dominated.
A low-priced blue chips. Select oversold varieties of stock picking ideas throughout this wave Quotes from beginning to end. Having a pre-boot, has experienced a long-term adjustment, the market for more than about 6 into oversold stocks in a serious condition, the Fund has selected transportation, resources, environmental protection and consumer and other sections to be overweight. Once Quotes recovers, the fund's largest holding individual stocks in a number of individual stocks accumulated gains greater value from the original discovery phase into the phase of the current overvaluation. Awkwardness of larger profits for some, the Fund adopted a reduction of the harvest-style operation, turn attention shifted to lower prices and worthy of long-term investment value of stocks in the class, including some blue chips through Shenfudiaozheng the indicator. Investors should do now is take the initiative to find these has not been a substantial rise in blue chip varieties, such as Black Peony greater growth potential, or, as the G Kailuan this stock's performance has not been fully stocks are worthy of attention.
Second, the industry leading shares. View from the market trend, the industry trend of leading shares is often stronger than the same plate of other stocks, funds, and QFII value not only transportation, resource and consumer stocks, and more focus on those sectors which have representative stocks. Such as Sinopec and Shanghai Pudong Development Bank is a typical example, these stocks will rise in the index obviously pulling effect, has been a long main preferences. But for now, all kinds of leading shares have been pulled through a long period, a further increase in the limited space market outlook, investors should not focus on these stocks on the.
Article purely personal point of view for reference purposes only, Wen responsibility conceited. This move would own risk
Author statement: in this body, I am informed by the context, this body, I as well as the property of the stakeholders with the evaluation of the securities has no interest in
the article the latest hot tips on
article 18 to read the tape down the stock market investment Quotes 6 Stop trilogy bogey or table selected Niugu techniques to find the core K-line profiteer! Nuggets from the life cycle of the stock market
* Long-term investment in stocks or table to avoid three types of skills in selected Niugu been looking for the core K-line profits! Nuggets from the life cycle of the stock market decline that investment bogey six stop Trilogy
