Fund started to see more

 Fund started to see more
2008 the Fund started the third quarter report disclosed today, 19 fund management company's 141 funds debut. According to statistics disclosed by the third quarter, the fund shares the overall position remained stable, 19 fund companies, the average stock position 67.11%, compared to the previous quarter, down only slightly. You can say that such a situation, or allow the market to heart a little bit wider, at least the possibility of sharp fluctuations in the follow-up is not great.
addition, from the disclosure of some of the data, the most important to note that the following aspects:
1, fund managers began to see more semi-annual market outlook, fund managers when the relative number of panic, a pessimistic tone is also evident to all, but today the introduction of the fund manager's report, significantly increased the number of optimism, the confidence of many fund managers began to rise, that the A-share market that the worst is over. such as the Chinese industry fund that stage, the chance of structural decline in the share price increases that may occur after dark. that the previous low of the bottom should be phased in over time with strong support. need to discount to cognition, so fund managers now bullish argument may first take into account their interests, after all, fund managers worry about redemptions, or the largest target. followed by the fund manager has previously been suggested by management, at least to instruct the window The principle is not too bearish. Moreover, the current market declines are indeed too much, the current bullish point of view in a certain long period of time, then, the accuracy will be much higher. It should be noted that the current point can not be too optimistic and, at least from the perspective of long-term, the stock market to real progress, must be good macroeconomic situation has changed, is still not too optimistic about the market outlook is that in this respect. Therefore, the author gives his own conclusions: ( 1) Follow-up of the stock market may not be much room for further declines, the policy near the end of 1800 can still be expected to give; (2) ascribed to continue the pressure on prices can not be ignored, at least 2000 points to be able to stand still to continue to observe, also in accordance with the current market valuation of stock market development and international trends, 2500 pressure is very large and may take some time or some of the catalyst can have a real breakthrough.
2, funds Awkwardness relatively large change, indicating that the fund is currently still in the overall trend of differentiation,Discount UGG boots, there is no evidence that the current began to increase the Fund began to focus on ownership or promising certain groups. Awkwardness to the disclosure of fund data, , the industry is still very significant change,UGG shoes, reduction of mining, petrochemical, agricultural sector, focusing on machinery and equipment holdings of instruments, construction, finance and insurance, transportation, storage, food and beverage. From this point of view changes, the Fund apparently followed two main holdings, (1) even if the macroeconomic situation, particularly the deterioration of the situation occurred, is still able to maintain a high degree of economic sectors, in particular efforts to support the policy side of the cycle in which the size and industry, changes in the Fund most values. (2) the current state of the world to deal with the complicated economic situation, its bound to introduce some rules and regulations, at least in these systems is expected on the early distribution of the Fund is a stock with similar follow-up support given to the national level reflected the high expectations. For development of the industry structure, I believe that the analysis should follow the following ideas: the strength of the current varieties are not necessarily more time in the future to continue strong, the opposite is likely to be in the market has not fully reverse the decline of the background Next, there Budie, so there's short-term for agriculture, medicine, or should appropriately cautious, the concept of today's rail crash is actually a reflection of this inner law, so the recent strength of the Fund Shigekura species should remain calm. for the funds reduction status of efforts to the larger industries, you should note that there may be short-term rebound, this reverse thinking is mainly based on the Fund to disclose relevant information may be triggered in the market made a series of reflecting the proposed Investors appropriate attention.
3, Awkwardness is not small change, the Fund for the current point, or have some vigilance, greater profits for the previous chips or little potential for development given the expected large reduction such as banking stocks is one of the key, the sharpest reduction was China Merchants Bank, Shanghai Pudong Development Bank, Minsheng Bank, Industrial and Commercial Bank, Construction Bank, accounted for 50% of the seats, in addition to that steel stocks in the Baosteel, Wuhan Iron and Steel shares,UGG boots cheap, etc., real estate industry Vanke and so on. The holdings of some of the most aggressive is the second and third line of the species, such as the Baiyun Airport, FAW, COSCO Shipping, Commodity City, Tianjin Port and so on, this pattern of change or first time in years , even before the reduction of first-line blue chips, but the first line of blue-chip holdings is inevitable, I believe that this operation should be noted that the Fund's current market outlook is basically can not see the performance,UGGs, but also forced to sell stocks to buy , then buy a little drop-off, results may stabilize the species, can be said that uniform reduction of the current first-line blue chips of the situation, follow-up should be appropriately cautious about the market, or unless it is renewed fund buying the whole line blue chips.
4, the size of partial stock funds remained stable. But look at the different fund types, differentiation serious, drastic shrinkage of the net partial redemption of stock funds overall application stability, some partial stock funds or even the Jing Shengou . And Monetary Fund in the third quarter was favored by investors, there has been a higher proportion of Jing Shengou, the same as low-risk bond funds and capital preservation fund redemption appears small. The fledgling fund QDII, the individual is suffered a large proportion of redemption. partial shares of the Fund's size and stability, at least on the subsequent capital outflow is expected to significantly weaken the market, but should be noted that: the current fund positions is not large, there is a large availability of its holdings space, as long as the Fund recognized the value of the current point, and its substantial holdings possible, otherwise they can not spare the money to play a role, so simply look at the size of partial stock funds is stable, is Debu in Quotes There are funds heavily involved in the conclusion. when those funds to participate, then when the stock market also will pick up, there is no need to speculate, at least according to the Fund's asset allocation point of view of some ideas, and now the big move from point almost zero probability.