Chinese real estate stock market 18.79%

And in the october-december quarter combination, real estate stocks also really become WangYaWei heavy warehouse industries. By the end of the first quarter, Chinese real estate stock market 18.79%, the proportion of huaxia strategy to the real estate stock allocation proportion reaching for the industry average, about makes the allocation capability of nine times. But the two funds in the top 10 heavy warehouse strands, no real estate stocks figure.

In addition, huaxia bank stocks in the market has not less than 10 points configuration, MBT Kisumu2, the main configuration point 601328) in traffic bank (at the end of the season, but the bank shares WangYaWei reduced their configuration, the last quarter of the construction bank (holding), industry and commerce bank (remnant 601398), everbright bank (601818) stocks. All seems a year ago, in a repeat of WangYaWei copied bank shares early in the market, and the overall view of turn good shots large Banks, gradually to sell.

"Banks, cement, resource" 1 can't be little

And if the vision to expand the fund of an ancient name for China, the whole team is the thoughtway abnormal clearly - which is bringing cycle strands, especially bank stocks, cement stocks and resource shares.

The quarter on quarter huaxia overall holdings and compared, can find, ranking top stock change is the biggest is cycle strands of whole location uplift, as well as mechanical equipment and electronic industry open cuts.

What quarter, seeking the limelight of "lai strength 002106), precious high-tech (600875), dongfang electric (China national offshore oil corporation (cnooc), universal service (601808 QianChao (000559), China north car (601299)"MBT Sirima, stocks have been gradually exit the whole of fund of an ancient name for open combination. And China construction bank, China merchants bank (600036), conch cement (600585), and technology (600582), 000629) pangang vanadium and titanium industry (such as its individual stocks becomes fund of an ancient name for more than one fund cross position focus.

Especially with conch cement, jidong cement (000401) as a representative of cement stocks and with construction bank as a representative of many more become huaxia bank shares the key position large funds. With the corresponding, both what industry for 2011 are the best before the first quarter among five industries. China's industry is evidenced the allocation capability.

Other funds: to cycle shares attitude differentiation

This view is not for Chinese industries, instead, and widely recognized by the people criticize economic. Such as the quarterly reports published today has many fund under error that sooner or later the limelight, growth stock will return.

Error strategy fund in quarterly, "said of the macroeconomic situation uncertainty made it difficult for us to make clear configuration strategy, but bottom-up carefully selected stocks is our long-term investment method."mbt shoes sale The fund that with urbanization and obvious benefit Midwest business enterprise, and have long-term growth potential pharmaceutical sectors such as attractive began to add, will choose some of these varieties firm hold.

Long letter fund manager is more showy aodelaisi inc, "said buying aggressively timing may have come".