RSS订阅 加入收藏  设为首页
金沙网上娱乐
当前位置:首页 > 金沙网上娱乐

金沙网上娱乐:Funds look to the market: A-share buying opportunities increase. There may be a mid-level rebound in the second half of the year.

时间:2018/6/14 18:13:15  作者:  来源:  浏览:0  评论:0
内容摘要: Fund managers believe that the current macroeconomic data does not appear to be too problematic, resulting in a broad-based decline in risk...

Fund managers believe that the current macroeconomic data does not appear to be too problematic, resulting in a broad-based decline in risk appetite. It is expected that there will be a mid-level rebound in policy improvement in the second half of the year. From the perspective of valuation, many stocks have been undervalued after a long period of decline, and the risk of another sharp decline has weakened. Even if the market is systematically adjusted, the adjustment rate of these stocks may be relatively limited, and there will be more in the future. The more buying opportunities come.

\n?

China-Canada Fund: Intermediate rebound may occur in the second half of the year

\n?

Zhang Xu, director of the China-Canada Fund's equity department, said that there has been no significant decline in the macro economy. It is expected that the earnings of the listed companies in the second quarter may still remain high, and the possibility of further liquidity tightening is unlikely, but there are signs of marginal relaxation. The overall valuation of the stock is at a historically low level. If there is a sharp drop, consider adding a position. At present, macroeconomic data do not appear to be too problematic, resulting in a broad-based decline in risk appetite. It is expected that there will be a mid-level rebound in policy improvement in the second half of the year.

\n?

Morgan Stanley Huaxin Fund: Increase in buying opportunities for A shares

\n?

Morgan Stanley Huaxin Fund pointed out that although the market pessimistic sound in June more, but from another point of view, negative factors are gradually cleared out. From the perspective of valuation, many stocks have been undervalued after a long period of decline, and the risk of another sharp decline has weakened. Even if the market is systematically adjusted, the adjustment rate of these stocks may be relatively limited, and there will be more in the future. The more buying opportunities come.

\n?

Overall, the Chinese economy is not blindly pessimistic. Investment will stick to the fundamentals to select quality stocks in various industries. The consumer segment has a defensive value, which can be focused in the short term. There are also many stocks in the cycle and growth sector. The current valuation is cost-effective, and the competitive landscape of the industry in which it is located continues to be optimized. Considering the market style of this year and the characteristics of the recent sectors, balanced allocation will be a good strategy choice. .

\n?

GF Fund : Layout Hushen 300 The index is justified

\n?

Zhao Jie, a fund manager of the CSI 300 Index Enhancement Fund, believes that the inclusion of A-shares in the MSCI Index is a gradual process. With the advancement of structural reforms on the supply side, the market will accelerate into the era of leading economies. The CSI 300 Index is expected to Get continuous good in the medium to long term.

\n?

The data shows that as of April 30, 2018, the CSI 300 Index has a P/E ratio of 12.88 times and a P/B ratio of 1.52 times, which is at a historically low level. Zhao Jie believes that the Shanghai-Shenzhen 300 index not only has a low valuation, but also maintains a stable growth rate of corporate earnings. It has a relatively high investment-price ratio in the medium to long-term.


相关评论

本类更新

本类推荐

本类排行

本站所有站内信息仅供娱乐参考,不作任何商业用途,不以营利为目的,专注分享快乐,欢迎收藏本站!
所有信息均来自:百度一下 (金沙网上娱乐)
豫ICP备14574584980号