2012年3月18日 星期日

diablo 3 power leveling but will look with respect to annual - PPL

Face close year end, 2012 investment strategy of fund company give heat in succession. The investment strategy report of the company such as fund of wide hair fund, southern fund, fine seed fund diablo 3 power leveling, the Shi Luode that make silver thinks, saw a fall after a rise as domestic inflation 2012, economy is slow be issued to lower levels, fluidity improves hopeful. Suffer the periphery inaccuracy such as Euramerican debt crisis to decide the effect of the element, field of stock market of next year A will show concussion to build bureau of bottom sieve frame, value cycle prices of appraise value rehabilitate and economic transition are benefited the industry. The market thinks fund of wide hair of progressively sound foundation, annual economy grew 2012 and character, appear first half of the year the probability of low is higher, but the reason that second half of the year anabiosises is inadequate, predicting China economy will realize economy to grow centre below policy adjusting control next moving, annual economy growth presents L model go situation, annual GDP growth is in 8.2% the left and right sides. Market respect, the structural sex that rehabilitate of predicting appraise value brings rebounds prices may appear first quarter, but will look with respect to annual, the opportunity that occurrence systematization rises is not great, annual fundamental key still is given priority to with interval concussion. Southern fund thinks, although accurate bottom calculates the stock market hard, but in light of the two big bottom that formed what worsened with economic extreme in November 2005 what ever worsened in capital extreme according to field of A stock market in October 2008, at present the market already entered bottom area. On appraise value, the integral PE level with current field of A stock market is equivalent to 2005 998 bits, 2008 level of 1664 bits. As policy change direction gradually, a hopeful is passed repeatedly concussion, complete the process that build a base stage by stage. Fine seed fund the macroscopical economy whole next year is qualitative the later period in be kind of decline, steady growth will make the central core that moves surely to next year economy. Predict to appear on the market company profit is added fast bottom conference appears first quarter in next year. Look from market structure, the gain of company of small market prise anticipates in have not reduce adequately, become one of main risks of the market. Although the market is in bottom, but move to still can have repeatedly. But of bond market rise to also be in at the same time the heart that promotes the stock market, overall see stock market invest an opportunity to come stage by stage. Attention transition is benefited the industry is worth next ceaseless moving as appraise of field of A stock market, the Shiluode that make silver thinks grail with cycle hopeful remarkable up repair, because of current A integral appraise value is in the history low, dynamic PE already under 2004, reached 2005 2008, need not worry about risk of be issued to lower levels overly; On the other hand, fluidity may get marked improvement 2012, drive appraise value to pick up actively. In configuration respect, wide hair fund thinks, fixed income respect is valued kind belong to asset configuration, in valueing long period interest rate and breed of advanced course credence. Industry respect values food drink, medicine, commerce and spin dress line of business, attention is new at the same time blue prepare board piece. Had turned to comfortable circumstance to fall gradually in policy, if appear on the market,company profit is reduced finite, put in appraise to be worth the profitability opportunity of repair and share out bonus, especially bank, landed, coal board piece. The silver-colored andante that southern fund suggests the key configures policy of benefit from benefit from to loosen piece. As inflation and cost pressure fall after a rise, what the hopeful of wool interest rate such as home appliance of project machine, white, car picks up small is medium downstream manufacturing industry also is worth to pay close attention to. In addition, after inflationary fall after a rise, the dweller is true income and purchasing power will pick up, can continue hold brand is consumed board piece. Fine seed fund basically values 3 investment masterstroke: Attention interest rate is sensitive model, the financial industry that interest rate of benefit from benefit from drops and early periodic industry; Attention increases the trade that the gain below the circumstance can break through infirmly in transition, include high-end equipment to make, the industry such as consumption of recreation of medicine diablo 3 power leveling, culture, safe tera gold, high end; The respect invests in the theme, in the center of attention a file, " 925 " the theme such as special program and economic transition.

沒有留言:

張貼留言