Nov
17
2017

Wang de fund Wu Chuanyan shocks to the city more concerned about the fundamentals of excellent compa tonya mitchell

Wang de Wu Chuanyan: the shock of the city is more concerned about the fund company fundamentals excellent Sina App: Live on-line blogger to guide you with entries you earn can make you my newspaper reporter Liu Xiacun – the U.S. stock market crash triggered A stock market days Dikaidizou Monday after you, the Shanghai Composite Index fell below the 3000 point mark low of nearly a month of record. Wang de vision return fund manager Wu Chuanyan think, this is because the current stock market is still a game in the market, incremental funding is relatively small, lack of motivation to further push up; on the other hand, the U.S. stock market plummeted over the weekend, the main stock index hit a British exit after the referendum, the largest decline, the market for the Fed interest rate expectations has risen; moreover, increased regulatory policy, is also an important reason for the change of A shares. For the future market, Wu Chuanyan remained in the long-term structural bull market judgment. He said that in the medium and long term, the current stock market is not expensive, the risk is relatively small, on the other hand, compared to the bond market, the value of the stock market is more prominent. After 2015 2014, sustained bull market, the overall valuation of bonds in the expensive state; the interest rate yield is between 2.5%-3.5%, lower than the historical average, close to historical lows; credit spreads substantially lower than the historical average, close to historic lows. In this case, the lower the value of the bond configuration, the value of the stock configuration instead revealed. Wu Chuanyan said, in the shock City, need to pay more attention to the fundamentals of very good company, choose those solid performance to do business, do not rely on extension factors, but the real long-term business through technology or management of the formation of the advantages of the enterprises, especially the future performance of three to five years of uncertainty can have an annual average of more than 20% growth companies. Focus on the long-term but not short-term fluctuations, Wu Chuanyan managed by Wang de vision return since its inception has been stable, according to WIND statistics, as of September 12, 2016, the Shanghai composite index is down 14.61% this year, the fund still achieved 5.77% revenue. In the long term, Wu Chuanyan more optimistic about the media, medical and military sectors, he said, the field of medicine, especially in the private hospitals, pharmacy, medicine, medicine innovation characteristics, many companies have formed industry segments where the technical or management advantages; media industry boom high, coupled with the pre release risk, reflected the characteristics of is the profit level is still high, but the level of valuation has declined; the military from the sub sector, the defense information, the application of new materials, development prospects and military reform have better, especially technology related enterprises and the conversion of military information in the process of gradually have, also is expected to bring new incremental. Sina said in a statement: this message is reproduced from sina Associated Media, sina.com.cn posted this article for more information to pass, does not mean that agree with their views or confirm the description. This article is for reference only and does not constitute investment advice. Investors operate accordingly, the risk of their own. Enter the Sina financial stocks] discussion相关的主题文章:

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