2012年11月3日星期六

Fund favour high growth stocks


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Along with the economic to inventory cycle phases end, based on the fourth quarter may fill inventory and base effect, the domestic economic third quarter sole, four quarter mild rebound gradually become the market consensus. Part of the funds think that fourth quarter macro economy will reason or bottom wandering, a - share market to maintain shock trend. In the investment strategy, performance stable growth and high growth stocks suffer the favor.
Four quarter or stabilises picks up
Fund think the economy is in the bottom stage, is expected to fourth quarter GDP will likely stabilises even modest recovery, but the a share market is still difficult to appear trend opportunities, or trade sideways.
HuaAn fund (micro Po) deputy general manager and chief investment officer ShangZhiMin think, from the current domestic economic situation look, though still in a downward adjustment in the process, but the existing signs of stabilising, the market is expected to remain concussion uplink. Cinda Australia silver thinks, from the fundamentals perspective, currency data, export data, price data display the current economy stabilises appear the symptom; From the currency credit side, social financing total scale growth, showing the economy stabilises receive money support; From the demand level, due to the overseas market demand downturn, domestic demand and consumption demand is still inadequate, enterprise investment demand decline, the domestic economy will be built to maintain the end of time; From the market level, enter since October, some the market fall has many, in the dimensional stability expectation and economic rebound is expected to promote, the A shares in the round of the bounce of the good time window.
The south fund YangDeLong (micro Po), says that The whole, China 's economy is in rapid decline stage is over, economic growth began to sole, but growth rebound is still difficult to see that The fourth quarter growth remain at