Fund managers
trend judge
2011 beginning of this year, A-share market is still carried on in 2010 shock situation. As a concern. In this regard, EU new impetus to open the red Gou aspiring fund managers said it expected the overall control of inflation in 2011, the economy will gradually bottom out.
with red Gou said, from the macroeconomic environment, the economy in 2011, the overall CPI was relatively high, while It also makes the macro policy environment in 2011 will not have too much ease on expectations the government may at any time according to changes in economic conditions including the use of open market operations, reserve ratio adjustments and other monetary policy interest rate market, but with the 2010 compared to the local area mobility and may not be so tight as in 2010.
Ph.D., Chartered Financial Analyst (CFA), China's non-practicing member of Institute of Chartered Accountants, holds a non-practicing lawyers. Shenzhen Huawei Technology Co., Ltd. served as senior business manager for Financial markets, Investment Consulting Co., Ltd. Shanghai Rong is assistant general manager, on Haiya Investment Banking Business Business Consulting Co., Ltd. Business Manager, Huatai Asset Management senior portfolio manager, research vice president . July 2009 joined the Central Fund Management Limited.
investment strategy
optimistic about the emerging industry of quality growth stocks
she believes that the current CPI stuck atop the short term, China is not pessimistic about the economy, relatively stable, countries are also aware of the policy is too loose may be detrimental to the long-term economic growth, expected future government policy and regulation in the CPI will be balanced.
Gou open red expects the overall economy still in recovery phase, or the 2011 A-share market will be sideways mainly, but there is a structural, phased market possible. comparison identified, these positive factors on the market is relatively good. We still have confidence in the market, in the context of tight liquidity, 'new industries' and 'consumer' and so the process of economic transformation in China, supported by policy, with growth space sector with investment opportunities, will be focusing on. will be through the According to her: whether long-term economic trends in the future, whether there is a vast market space. long-term value investment philosophy, combined market position of various factors on flexible configuration, is still the most important.
reporter Ao Xiaobo
inflation controlled economy bottoming
Gou open red
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