Concerned About The Opportunity To Release From The Institutional Dividend
Despite the good news of interest rate cuts in the A share market this week, the Shanghai composite index still fell all week, and the gem means diving after a new high.
The Fund believes that the interest rate cut cycle supports A shares in the medium to long term, and the two sessions have promoted the expected warming of the policy.
March concerns
Performance report
The central bank announced a rate cut in the context of this Monday.
A share market
Gao Kai failed to go high, but on Tuesday, it began to fall, ending the continuous rebound trend in the early stage, plus the continued weakness in the latter half of the week.
The Shanghai stock index fell 2.09% throughout the week.
Shenzhen composite index fell 3.11% in the whole week.
What is surprising is that the gem index, which hit a record high of 2032 on Thursday, unexpectedly fell 3.15% on Friday and fell all week.
Dacheng Fund said that although the growth target of GDP dropped from 7.5% in 2014 to 7%, the retail sales of social consumer goods and fixed asset investment growth also correspondingly lowered, but this basically met the market expectations.
For the market, downgrading GDP growth is more of a signal effect, indicating that the government can tolerate the slowdown in economic growth.
However, on the basis of the downside risks and structural problems facing the whole economy, the 7% proposal also means that the government does not want to see an excessive downturn in the economy. Correspondingly, the government work report says that the positive fiscal policy should be "intensified and effective", and continues to emphasize "keeping the steady growth of money and credit" and reducing the cost of social financing.
Dacheng Fund expects that monetary policy will be loosened in the future, and it is worth looking forward to reducing interest rates again within the year.
Morgan Stanley Huaxin believes that in general, the interest rate cut cycle supports the medium and long term stock market index.
As China's economy is in the key year of reform and pformation in 2015, the stock market has accepted and strengthened the market driven market for reform, pformation and innovation.
Market opportunities will continue to be dominated by thematic investments.
HSBC Jinxin said that in March, we should pay close attention to fundamental changes, especially the annual reports and quarterly reports.
In addition, we should not ignore the dynamic change of market valuation, especially the dynamic change of valuation among plates.
Overall, the market is still more optimistic, even if the shock intensifies or short-term adjustment does not change the upward trend in the medium and long term.
reform
Investment
Opportunity to be held
This week environmental protection, textile and clothing, agriculture, nonferrous metals and other plate turn performance, wheel Market is still obvious.
For the next investment opportunities, the fund is optimistic about the investment opportunities brought about by the release of the dividend system, such as the Internet, the reform of state-owned enterprises and so on.
Kami Mane said that the focus of the recent market is concentrated on the "two sessions". It is expected that the conference will focus on steady growth, structural adjustment and reform. Besides the Yangtze River economic belt and the regional road plan, investors should be concerned about the investment opportunities brought about by the institutional dividend release of the traditional manufacturing industry, such as technological innovation and pformation of the Internet, resource goods reform, and the top-level design of the state-run reform.
Dacheng Fund said it would like to see some areas that will accelerate reform in the future.
Compared with the past 1 years, this year's government work report has repeatedly mentioned the Internet, and proposed to promote the integration of mobile Internet, cloud computing, big data and Internet of things with modern manufacturing, and promote the healthy development of e-commerce, industrial Internet and Internet finance.
Dacheng Fund believes that many Internet listed companies have increased substantially. We should select pure Internet companies from three aspects: first, the leading companies in the field of subdivision; the two is to have great growth space; and three, to determine the growth of performance.
In addition, the Internet is changing every industry. We should pay attention to the low penetration rate of Internet at present, but we have seen the investment target that has sprouted rapidly.
According to the nine Thai fund, although the catalyst for the short-term rise of the big financial sector is slightly inadequate, the overall valuation is relatively reasonable, and the space for the big market to drop sharply has been blocked. The foundation of the slow cow market has not changed.
Short term relatively optimistic about growth stocks, the main themes are energy saving, environmental protection, Internet finance, mergers and acquisitions, information security, new energy, smart city and so on.
It is suggested that we should balance the allocation and grasp the rhythm of market rotation.
HSBC believes that opportunities can be found from the following aspects: first, the impact of policy expectations on the market can be focused on the policy driven investment themes of SOE reform and environmental protection.
Two, in the big financial field, the value of banking sector is rising; three, the positive changes in the fundamentals of aviation, chemical industry, coal and other industries in the cycle plate; four, investment opportunities such as growth plates, and the return of value such as medicine, food and beverages.
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