129773932929687500_105France aidemengdeluoxier asset management
tera gold, Executive Board Chairman Philip said at a press conference yesterday: "our company has long-term relations of cooperation with China's State administration of foreign exchange. Stock has its own pace and formalities of opening up to the Chinese Government, but our long-term investment shares determined under any circumstances will not change. Safe on our company in early 2012 QFIIRelaxation is exciting on the amount of signal, popular weINA Fund, investing in China mainland stock. Reporter learned that, in January of this year the company got a new $ 100 million lines of QFII. According to the company's introduction to China Hong Kong, General Manager of Tang Yi: "our fund size to $ 650 million in shares, in terms of investment income last year, slightly lower than the big city 0.5%, two years ago and flat to the big city. As overseas fundsWe 90% is the minimum position, at present positions close to 100%. "Tang Yi also said that starting from the middle of last year's stock market valuation levels continue to decline, long-term investment value to become clear.
The long term, in terms of liquidity
tera gold, whether total deposit growth or growth in M2 is growing, so a new bull market. Specific to the layout of the company andPromising industries, Tang Yi on consumption, greater confidence in heavy industry, life insurance and health insurance sector. Tang Yi said, our long-term bullish on consumption. Second, heavy industry, machinery and equipment manufacturing. There are two reasons: first, they now valuation is relatively low, the second is China's economic transition
tera power leveling, must be further development of heavy industry. Third is optimistic about life insurance, because regardless of premium growth, or investment collectionBenefit point of view, are now in the bottom of the industry.
Finally, medical insurance, generally in the industry are more expensive, but the recent trend is weak, we could start to build positions, general medical insurance in the long run is a good industry. In the aidemengdeluoxier company, last year to the first half of this year, faced difficult overall economic and market is expected from now onEnd of the first quarter of the year the market would gradually improve, "from the Bank on the purchasing managers ' index, starting from early this year to restore a slightly upward momentum. From looking at the money, the European Central Bank and the Federal Reserve's balance sheet is worth attention. Although the Fed said there would be no new round of quantitative easing in the near future (QE3), financial companies, however, we believe that the Central Bank injectedPotential will be continued this year.
"Tang Yi said. For the future of China's economic fundamentals, Tang Yi think the trend of China's slowing economy will stop at the end of the year, and real GDP growth is expected to be maintained at between 8% per cent. "We judge, inflection point will appear in or in the third quarter of this year, after which economic slowdown ends and gradually entered a period of recovery. At the same time, anotherThe good news is that continued control of inflation, inflation declining trend will continue into 2013, this reserve space to cut the deposit rate. "Online statement Gold: Gold-line reproduced above, does not indicate that confirm the description, for investors ' reference only and does not constitute investment advice. Investor operations accordingly, at your own risk.
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