A quarterly

2011 fund, Huaxia, Castrol, Yi Fangda, southern, Bo, GF was able to maintain the "billion" scale. Looking to the future, the main force is still shown on the traditional preference for blue chip, but also initial concern pre fall deeper consumer industries.

The traditional

blue chip market is expected to continue
Report of investment in its latest quarterly publication of the two strategies of

southern fund, the "blue chip value" for the title, that continue to be optimistic about the future bright blue chip market. "The more the current uncertainty factors, the market rebound is striking one snag after another, the two quarter will continue rebound concussion pattern. The two quarter continue to be optimistic about the return of the value of blue chip, key configuration in the following industries: one is to underestimate the value of the financial, real estate; two is the engineering machinery, automobile, electrical equipment and other advanced manufacturing industry; three is the pricing power, anti inflation wine, raw materials; four is to replace nuclear power wind power, solar energy southern fund, "said.

and in the first quarter of the investment portfolio, financial, real estate and other traditional blue chip does become southern fund industry focus. According to the days of data statistics, China Merchants Bank as the South Fund 重仓股, Minsheng Bank, CITIC Securities is also among the top five.

support of traditional blue chip and Cathaysian system. Wang Yawei in a quarterly inflation in the clear, strong regulatory policy will not out of control, and the stock market listing Corporation in the good performance is expected to rise slightly. Optimistic about the undervalued to bank as the representative of the value of blue chip blue chip; if not promulgated real estate more stringent control measures and policy has been relaxed, to adjust the full real estate shares will have a larger space up. From the position data, as of the end of the first quarter, China's market of real estate stock disposition proportion reached 18.79%, the China strategy of real estate stock disposition proportion reached 18.47%, about 9 times the industry average allocation ability.

Fund said, although this year the economic situation is perplexing, but for the long-term development of economic optimism. Believe that the next period of time, the A share market will show volatility pattern of rising, will focus on the following industry investment opportunities: one is to benefit from the global economic recovery of the industry, such as coal, nonferrous metal, chemical and other industries; two is the industry supply and demand changes in the industry, such as cement; three is the level of valuation is still in the low, industry growth is likely to exceed expectations of the industry. At the same time, will also actively concerned about the industry growth prospects, the callback rate is too large, the valuation of the level gradually reasonable industry investment opportunities.

focus on the opportunity to come down

notably, several large companies in the preference for traditional blue chip at the same time, is said to be actively concerned about the opportunity to come down, the adjustment of the consumer, pharmaceutical and other industries gradually into the range of investment.

the fund as the typical representative. Overall, Bo Department of preference for blue chip, but also said it would consider pre fall deeper consumer, pharmaceutical and other industries. >

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