While "industry of error fund gets

Fund a quarterly disclosures, into a third day the huaxia, following error, etc, the top 10 in the fund company disclosures quarterly reports. Industry leader fund of an ancient name for China and Shanghai are integral to see many fund of negotiable "cyclical industry", mbt sandals sale making the previous two days once the bulk lots stock prices weakened floored voice multiply. While "industry of error fund gets" weakness is the overall view to growth stock and emerging industries, and fine fruit, Chinese businessman etc fund company stood together.
Obviously, the differences in 2011 in funds into a third days after a quarterly disclosures more expanded.
WangYaWei: "this fund promising blue chip"
This year's a quarterly WangYaWei in recent years is probably the most clear "" opinion a.
In the Chinese market, released today in a quarterly huaxia strategy, "said WangYaWei clear, MBT Panda,promising to bank as a representative of low valuations qualified blue chip stocks"; WangYaWei still further says, 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.
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, the main traffic bank in collocation points at the end of the season, but the bank shares WangYaWei reduced their configuration, the last quarter of construction bank, holding commercial bank and everbright bank stocks such as. 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 treasure strength dongfang electric, cnooc high-tech, served QianChao, China north of gearwheel device, universal car" stocks have been gradually exit the whole of fund of an ancient name for open combination. And the construction bank, China merchants bank, conch cement, and technology, pangang vanadium titanium stocks becomes fund of an ancient name for more than one fund under the cross position focus.
Especially with conch cement, jidong cement 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 mbt shoes sale 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 MBT Habari, clear configuration strategy, but bottom-up carefully selected stocks is our long-term investment method." 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"