Data:2009-12-12 2:34
Category: Money tips Release Date: 2006-02-27
"In the long term, investors need is not one, two 'cow' can be, but rather need to find a group of 'cattle', which also requires enough patience and time." In looking for Niugu respect to Ho Chen out of the three Gong Lue.
Gonglue 1: RMB revaluation of assets subject is conducive to appreciation of the RMB revaluation, as well as domestic demand growth. The one hand, domestic demand and the service sector such as real estate market, enjoy the benefits of the revaluation of land, the airlines benefit from currency, financial stocks were given a sustained growth momentum; the other hand, enhanced purchasing power, the wealth effect of land revaluation also contributed to consumer desires.
Gonglue 2: industrial policy and industrial integration, including automotive, aluminum, steel, electric power, engineering machinery and other industries will face opportunities.
Gonglue 3: Focus on M & A, asset injection which may be the subject of one of the most active this year. M & A restructuring and asset injection in the recent stock market should show very well, concerned about this topic not because of the short-term benefits it brings more attention to the assets due to merger and reorganization, as well as assets of the company brought into the improvement of texture, as well as integration of synergies or economies of scale brought about, are concerned with its A-share market on the micro-environment brought about major changes. This is the long term, is the most important.
