129773928529687500_146Hexun homepage established mobile phone version of stock/fund micro-blogging news blog hexun.com insurance > body print RSSFont size-March 27, 2012 from: Shanghai Securities News author: Huang leilei Lu Xiaoping Huang leilei ⊙ reporters Liang Wei Zou Liang Lu Xiaoping 0 edit-intensive Super banks has become the consensus of three giant insurance distribution. In 2011, 7 banks such as bank sharesAmong the insurance three top ten holdings, configure scale than ever before. It is interesting, specific investment tactics to 2012, insurance big three divisions show. Judging from current position: ping (601,318, unit) relatively optimistic, attack carefully and gradually raise interest positions, while China Pacific (601,601, unit), still conservativeControl positions the main defensive.
Insurance giant investment strategies vary, reflects to some extent the insurance capital on the road is thereby prejudging. Bet on Bank Insurance Fund to high dividends on the Bank's favor
tera gold, has never been so strong. In 2011, the big three banks accounting for insurance top ten holdings by half. In addition to continue to hold industrialOutside, and the China Construction Bank, agricultural Bank
tera gold, China late last year and the new into the Bank and Pudong development; the Pacific in the first half of last year, China has been configured on the basis of China Construction Bank and the industrial and commercial bank, agricultural Bank, China Merchants Bank added the Bank; in the top ten holdings of China life then there are the people's livelihood, China Merchants Bank, China Construction Bank, agricultural Bank, ICBC, Shanghai Pudong development. Bet on the banks, the insurance giant to higher dividends. Ping an of China Deputy Chief InvestmentChinese executive Chen Dexian admitted on this newspaper, dividend stable, stable credit rating stable, profitable growth, have some liquidity they stock selection criteria, and bank stocks could satisfy the four criteria. "Banks contribute 800 million of dividends to the us last year. "Although the insurance Giants now hold three of the banks are hyper-distribution, but they are not underweight,Anti-continues to increase configuration.
Just a few days ago, China Pacific trading platform allow Citi to sell commodities Shanghai Pudong Development Bank (600,000 units) shares transaction amounting to $ 4.2 billion. Why continue to hold bank shares, Chen Dexian's explanation is that "according to our model predicts that may have been considered non-performing assets rise, the liberalization of interest rates and other factors,Future big banks can maintain profit growth for the year of 10%, and the dividend rate will be maintained at a 35% level, for the insurance money is, banks are still good investments. "Ping an optimistic Pacific conservative worthy of attention is that hyper-equipped banks has become a consensus, but specific to the investment strategy for 2012, insurance trio showDifferent faces. At the end of 2011, China life insurance, China ping an, China Pacific interests of big three assets (Equity Fund), 12.17%, 10.3%, respectively.
From the level of position is neutral and downwards (up to 25%), and still have the large gallon of space. 2012 capital marketsLaw, ping an relatively upbeat, from last year's "cautious wait-and-see" tactic changes for this year's "prudent to strike", and that a change of tactics, from Ping within the perimeter of the year predict is becoming clear. Ping an of China investment "boss," Chen Dexian, the worst time is over, even though the stock market uncertainty, but compared with last year, nature has not– Macroeconomic policies, economic growth last year, credit conditions are uncertain, this year are clear of these factors, just solution to the problem of need a process. "W-in stock this year, has been revised up overall. Therefore, as a long-term investor, we will seriously raise the interest positions this year. "But Turbo in China this year, internal and external environment ofCertainty is still present. Pacific asset management company General Manager Yu Yeming yesterday's position is very clear: 2012 the domestic economy is in a slowdown, liquidity has improved, but internal environments such as exports, investment
tera power leveling, consumption, external environment such as the European debt crisis, there is a certain amount of uncertainty. "So the Pacific this year will continue last year's strategy to control the rights and assets, generally in a State of Defense. ”
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