From: China Securities News
Compiler: Fund China

Disclosure of the Fund 2Q, in addition to its own investment performance shown in the face of foreign investors. its fund managers of investment concepts and ideas have timing, and the market outlook for the views of particular interest to investors.

Orient selected fund managers Fu Yong : Upstream concussion

Orient selected fund in the second quarter of this year net growth rate of 41.37%. According to Galaxy Securities Fund Research Center, the mixed-Fund ranked fourth. net growth in the first half of the same type Fund was ranked first.

Looking three quarters, Fu Yong believes that the market was pregnant and an evil. First, the market for the previous period of consecutive unprofitable also need time to digest; Secondly, the growth rate of investment in fixed assets is still fast, CPI indicators also lingering high, the macro-control is unavoidable; But still maintain a relatively high GDP growth rate. Many agencies to upgrade the whole year is expected that the annual growth rate may exceed 10%, while the profits of listed companies increased even faster. After a recent adjustment, the level of the entire market valuation has fallen back to within reasonable limits. Another injection of assets of listed companies, the overall listing of these epitaxial growth will continue. therefore he is the judgment of the market may be in shock Upstream.

China International Fund manager Lv Jun : The blue chips will be more attractive

China International fund in 2005, twice in 2006 Taurus Fund. Second quarter net growth of the fund to 38.55%, compared exceed performance benchmarks 16.41%.

Lv Jun said that the prospects and the second half of the third quarter, as the overall market valuation is high, value through investment and valuation of the international comparison of selected enterprises greater difficulty and the asset injection and to improve the overall performance of listed companies there are also uncertainties. Incremental capital in the current market and the continued policy of an intense background, the whole market of the structural adjustment will be further deepened, and we believe that those valuation is in a safe borders, steady improvement in the performance of an outstanding blue chip and second-line blue chips will become more attractive. The fund will invest in value as its cornerstone, through cross-market, cross-sectoral, uphold Investment Holdings stock as investment principles for the value of the enterprise and industry underestimate the advantage of a balanced distribution of enterprises, exceed the benchmark for the performance.

China Post core optimization fund manager Xu Wei : the operation of the market trend will not be reversed

China Post core optimization fund the first half of the core optimization net growth rate of 108.34%, in all open-end fund in terms of winning.

Xu Wei, fund managers believe that the macroeconomic performance, RMB appreciation trend is clearly and corporate profitability and rapid growth of a continuing trend, under the premise market overall operating trend should not be reversed. But the market from the early Puzhang will enter a situation of structural differentiation pattern. He is only clear that the steady growth of the company with a long-term investment value. Next phase, the fund will focus on the revaluation of the RMB to benefit industries such as financial services and real estate industries; inflation moderate consumer retail environment; industries benefit from the boom in industries such as equipment manufacturing and steel; benefit from energy conservation and environmental protection sectors such as resources industry and the energy-saving industries; The pharmaceutical industry will benefit from health care reform with a long-term investment value.

ABN AMRO TEDA Fund Manager of the Banking Featured Liu Qingshan : the second half of aggravated oscillation

ABN AMRO TEDA Fund is banking Featured open in 2006 Taurus-stock funds, Second quarter net growth of the fund to 39.05%, compared the same period of performance benchmarks for the 21.45% growth rate.

Fund managers said Liu Qingshan, from the pre-listed companies Half an Annual Report by the circumstances, the year to maintain more than 40% of the growth performance is not a big problem But in the second half of the year should begin to consider the performance of 08 can continue to grow at high speed. From this perspective, the second half of the year to 08 layout of the crucial time. He told the second half of the market trend generally judged as oscillation intensified, therefore safety margins and higher performance can be sustained high growth industries should focus on configuration. If the steel industry in the last two quarters of a substantial adjustment, the current valuation is very low. In addition, the asset price inflation in the larger environment, but also promising resource-based non-ferrous metals and coal.

Copyright Fund China 2008.

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