GUANGZHOU (Fund China) – Wang Guowei: Hua’an Fund investment director

The fourth quarter investment or even next year, we tend in large areas there will be more consumer services such as inputs like banks, consumer goods, we feel that these services may be the next category of the uncertainty corporate profits will be relatively strong, it means that volatility will be relatively small, and it does inside is accounted index (cases) a relatively high industry, we feel that this is a key concern, and we have to pay attention to investment in the state’s macroeconomic policy changes, for instance, now on the formulation of energy saving and environmental protection, or on a larger voice, I think this may be some companies in some industries is a very good opportunity, there is the appreciation of the renminbi this main line from the changes in the industry, this will concern some more.

Copyright Fund China 2009.

You Might Like: