eq2 plat and other small-amount - ZXZ

According to the Hong Kong Economic Journal, Hong Kong new year performance by leaps and bounds, one of the key reason is the influx of funds, cling to official post when one should leave big city, first by the large fried of the pricing unit, then spread to two or three-line unit, to change horses between the industry hype. Pedestrian deposit reserve rate reduction tor credits, led to waves of next round of industry change horses at any time. Since the beginning of this year, the weekly performance comparison, the industry unitTry leading position. Chinese financial stocks to push in the early States, funds to absorb high beta industries such as cement resource unit, means an increase in the two-week 6.5%; in Chinese stocks rally back on time, to the Hong Kong blue-chip relay, then rally spread to industrial, pharmaceutical, and other small-amount, then turn to Hong Kong property stocks to recover last week behind. Principal Investment Fund Manager Zhu JiachengWhen market inflows, preferred industries benefit from being on the speculation, but no new money inflows eq2 plat, the industry could be valued is expensive, capital will find next backward, causing the so-called industry change horses. Fund Manager strategies: roll-over Giuga continuation means faster, so called smart money is good at using this strategy in the market, in particular, the market is expected in February, European Central Bank, or at the end of increasing waterIntensity of onetime capital tend to increase the risk of stomach is satisfied that accelerated since the beginning of this year, Hong Kong stocks rally. However, he refers to this change horses became too fast to capture, but as long as the stable deployment of picking stocks, portfolio will benefit from it. Another Fund Manager said last year many foreign dollar assets in fixed income products and capital allocation, but earlier this year a new round of asset allocation, increase in the stock market and in the regionThe allocations into Hong Kong new sources of funds, created since the beginning of the rally. Investment policy swtor credits, which he called "putting money into defensive stocks can last year, less and less to do wrong. But this year we must remain flexible, go (cartridge) faster "; now have better confidence, pay attention to the small private enterprise unit investment opportunity.