economic future growth and high inflation

In the second quarter of WangYaWei promising optimal blue-chip performance

Today released its fund of an ancient name for 25 fund quarter report.mbt shoes uk Summarizes its various funds point of view to the Chinese think, economic future growth and high inflation coexist, the future the economy to a soft landing probability is bigger, stock market relative complex but slant optimistic.

Fund of an ancient name for China think, inflation and growth is economy and stock market the main contradictions in the near future. If control inflation monetary policy and administrative measures effectiveness appears gradually, MBT Sawa, inflationary pressures are expected to ease over time, market risk preference will be rising again, in the economy was still fast growth, market valuations lower background, may appear integrity opportunities, including valuation lower cyclical stocks will have better performance. Stock market risks is that inflation than expected level, the government was forced to adopt a more severe tightening policy, thus to the real economy and stock market bring bigger impact.

Later in 2011, fund of an ancient name for several quarters in the stock market strategies, and valued the finance, with property valuations repair, and supply and demand situation is good, valuations low cycle strands, and view theme investment will continue to be active, quality of consumer, small and medium-sized market capitalization growth stock from long-term see have absolute returns space but in the short term may lack the relative gains.

What is worth mentioning, WangYaWei management of Chinese in the fourth quarter last year at the end of the market in the top 10 heavy warehouse stock among them there are four Banks, it is respectively: construction bank (commercial bank (remnant), 601398), traffic bank (601328) and everbright bank (601818), but in this year saw a quarterly, top 10 heavy warehouse shares with only traffic bank shares in the bank. In addition, top 10 heavy warehouse shares for new faces: half of shandong HaiHua (000822 respectively), baosteel shares (600019),MBT Sapatu, exist issues now days 600316), emeishan airline (A (000888) and radio and television networks (600831). One quarterly, mainly because index overall said, while maintaining the narrow consolidation on the structure of 2010 shows excessive differentiation trend of market, so the combination of rectifying a modest varieties as adjustment on remain higher stock positions at the same time, reduced concentration to increase the flexibility of operation, while the variety selection on the defensive and gradually reduce.

Huaxia grail also said that its a quarterly Banks will be valued 2 quarter as a representative of the low valuations qualified blue chip stocks. If not issued tougher measures to even policy of real estate, adjust fully relax somewhat the words of the real estate stocks will have a larger rise space