Private optimistic about the current values of a NPC and CPPCC hot investment opportunities – fund c 菏泽学院亭子门

Private placement: optimistic about the current value of A shares, pay attention to the two sessions hot investment opportunities – fund channel reporter Jin Pingping editor Yu Yong after the crash of the beginning of the year, A shares began to shake up recently. For the A share investment in 2016, not only the mood and choice of some investors have changed, but also the pessimistic views of the previous one have begun to diverge. In February 23rd, the 2016 high-end wealth white paper released by Noah Wealth showed that 44% of the high net worth people chose to increase the proportion of stock related stock movements and stock funds in 2016. And the voice from private placement also shows that optimistic about the current rebound market, and will actively pay attention to the two sessions of hot investment opportunities. From the choice of investors, the investment funds which have always been regarded as "smart money" have already shown signs of flowing to the capital market. Experienced in 2015 "roller coaster" ups and downs like, although the A shares in 2016 the occasion is still severe concussion, but Noah yesterday released the "2016 high-end wealth white paper" has revealed that the population of high net worth of A shares in the future is still relatively optimistic, 44% of high net worth individuals plan to increase the stock and stock fund the allocation ratio, and plans to reduce the allocation ratio of only 16%. Noah wealth believes that this aspect is due to the high net worth crowd from the perspective of asset allocation to invest in stocks as a basic component, on the other hand is also the confidence in the development of China’s capital market performance. In addition, the diversification of stock fund strategy may also be one of the reasons, such as quantitative hedging, stock futures and other strategies do not rely on the stock market ups and downs, is expected to still bring good returns when the market shocks. Yin Zhe, chairman and President of the assets of Noah’s song, also bluntly, the current market is still in shock, but in the long run, it should belong to the relatively low level of the stock index. Relative to the market last year at about 5000 points of caution, Yin Zhe believes that the current A shares are in the process of valuation repair. "Now should be the strategic layout of investors, Jiancang time, the market is repairing the structural market." In January the stock market plummeted again, Yin zhe will be defined as a large level adjustments, and began not long xiongtu. "But what we must admit is that the stock market is not good enough to make money in 2016, which will be a great challenge for all fund management companies in recent years." Yin zhe added. As for the various private markets on the market, but also relatively optimistic about the current market. The day before the lattice financial investigation on many private shows that some private equity for the current market more optimistic, that risk has been effectively released, the fundamentals driving Manniu pattern is still available. Prudential Investment believes that market risk has been effectively released, for high quality stocks, the market can buy more fall, the so-called market wrong, when it is a good time to gallon. Star Stone Investment pointed out that January money supply and financing scale than expected, the government’s stability has been very clear intent, force to drive on the real fiscal financing, especially in infrastructure and real estate investment is expected to underpinning the real economy. With the shrinking of PPI, the pessimism of enterprises.

私募:看好当前A股价值 关注两会热点投资机会-基金频道   记者 金苹苹 编辑 于勇   经历过年初的大跌后,A股近期开始震荡上行。对于2016年的A股投资,不仅部分投资者的情绪和选择出现变化,此前机构一边倒的悲观论调也开始出现分歧。2月23日,诺亚财富发布的《2016高端财富白皮书》显示,有44%的高净值人士选择在2016年增加股票 相关公司股票走势 与股票基金的配置比例。而来自私募的声音也显示,看好当前的反弹行情,并会积极关注全国两会的热点投资机会。   从投资者的选择来看,历来被视为“聪明钱”的高净值群体的投资资金已经有向资本市场流动的迹象。经历过2015年“过山车”般的波动起伏后,虽然A股在2016年开年之际依然剧烈震荡,但诺亚财富昨日发布的《2016高端财富白皮书》却显示,高净值人群依然对A股未来比较乐观,有44%的高净值人士计划增加股票与股票基金的配置比例,而计划减少配置比例的只有16%。诺亚财富认为,这一方面是因为高净值人群从资产配置角度将股票类投资作为基本构成,另一方面也是对中国资本市场发展具有信心的表现。此外,股票基金策略的丰富多样也可能是原因之一,例如量化对冲、股票多空等策略不依赖于股市涨跌,有望在市场震荡时依然带来不错的回报。   诺亚旗下歌斐资产董事长兼总裁殷哲也直言,当前市场虽然仍处于震荡之中,但从长远来看,目前应该是属于股指的相对低位。相对去年市场处于5000点左右时的谨慎,殷哲认为当下的A股正处于估值修复的过程中。“现在应该是投资者进行战略性布局、建仓的时候,市场正在修复结构性行情。”   对于1月股市的再次暴跌,殷哲将其定义为一次大级别的调整,而不是漫漫熊途的开始。“不过,必须承认的是,2016年股市确实不好挣钱,这将是对所有基金管理公司近几年来的极大挑战。”殷哲补充说。   至于市场上的各家私募,也对当前行情相对乐观。格上理财日前对多家私募的调研表明,部分私募对于当前市场比较看好,认为风险已经有效释放,基本面驱动的慢牛格局依然可期。   世诚投资认为市场风险已经得到有效释放,对于优质股票,市场越跌可以越买,所谓市场错杀的时候,正是加仓的好时候。   星石投资则指出,1月份货币投放和融资规模超预期,政府的维稳意图已经非常明显,财政发力对实体融资的带动,尤其是对基建和房地产投资的拉动有望为实体经济托底。随着PPI跌幅的缩窄,企业的悲观预期将有望改善,企业有大量资金用来生产或投资,未来经济企稳依然可期。因此,经济基本面驱动的长牛、慢牛格局依然可期。   汇利资产相信市场“危中有机”,因此当前点位需要更理性地看待市场波动与估值水平。汇利资产认为,2016年A股大概率将会延续震荡盘整走势,短期波动在所难免,但相信目前已是中级底部。相对看好医疗养老、新兴消费、TMT、机器人、软件、教育、互联网、节能环保等行业。   随着全国两会召开临近,创世翔更为关注短期内的机会。他们认为,全国两会前市场应该能够维持平稳态势,在资金面宽松和政策面向好的情况下,市场有望站上3000点。而全国两会的热点资讯需要重点关注,目前的主题热点还在虚拟现实和影视传媒,前期供给侧改革相关的煤炭、钢铁板块出现了一波反弹,能否持续还要观察。相关的主题文章: