Time when the cold season, A shares once again feel the biting Hu Zhi weak point around the half line and the 2800 shock crossing back and forth so that all investors, dizziness and even chest tightness. Concern that the continued weakness in market and even affect IPO, the most expensive motherboard Sinovel shares listed on the first day of the opening break, just two days, the cumulative break as much as 13% or more. Market analysts believe that the central bank reserve ratio, and to refer to the latest economic data in the context of the forthcoming week, will again face the sensitive time window - or to clear short-term market direction.
signs
new shares or the market bottomed out frequently break the signal
break after the IPO, which has become the recent A share investors lingering nightmare, and even new industries Sinovel blue chip stocks, did not break out of the first day of destiny. So how should look at this phenomenon? Youxiang market behind what prompted it?
high. In the purchase stage, the 2.98% success rate that is still relatively active subscribers can be played immediately after the listing ninety-two fold. There are a great price point of view the decline in purchase of new shares space, this game is probably a key future market. At the same time, IPO slowdown in the fact that rhythm is also worth pondering. Only last week, shares issued GEM 5, while the Shanghai stock market this week issued two small stocks, Shenzhen issued only three small plates shares, week 5 IPO IPO also means a slow pace.
investors on the market view. From another perspective, a higher degree in a market environment, the shares continue to break, in fact, prompted the market to weaken. Recall that the situation is the case. Since last year, shares the climax break twice, once in June last year, after the time is now, and the background there is a drop in the stock market, and continuously remained at low levels. In this sense, the current IPO is not possible to eliminate break a phenomenon, on the contrary once the break when a large number of new shares, the market would need to pay attention to - and revealed behind the signal should be our concern. From past experience, when the market is extremely not optimistic about the IPO is the time break, it is also the time to the extremes meet. So, the situation is still the case? The answer perhaps in the near future.
strategy
investment required to monetary policy during the year as the center
2011 annual investment required to monetary policy as the center, closely tracking the analysis of monetary policy to follow the real economy changes, closely track and analyze various types of asset markets and the expected changes in monetary policy, on this basis to achieve an appropriate first - Hua An Fund Strategy Report published in 2011 that the investment cycle in 2011 and the stock is expected to be relatively non-periodic balanced gains. At the same time, urbanization, and strategies and developing new industries will also weaken the traditional industries of the period property. Market is expected to expected future performance, the valuation increase as the driving force to start to rebound.
Hua An Fund analysts to determine the inflation rate is still high, inflation is expected to remain unstable, monetary policy will actively demonstrate anti-inflation stance, and in the first quarter by raising interest rates, raise the general of the reserve ratio to achieve. Wait and see policy may shift to the second quarter, while in the second half may turn to sound even slightly relax. Specifically, investors can focus on three sectors: first, to promote the industry in transition. Because the transition period is a major issue over the transition to promote the industry therefore have a monetary contraction against a solid support; Secondly, the scarce resources industry because of the currency against the backdrop of shrinking economic recovery, but economic recovery will certainly increase the demand for resources; final , undervalued by the market sector, such industries contains little bubble, with the economic recovery, the advantages of its fundamentals and valuation will stand out. But the analysts also stressed the need for transformation and the scarcity of resources does not mean price is reasonable, truly enhance the value of the transition process and resources can continue to benefit from the enterprise. Reporter Ning
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