Investment Falls On The Stock Market By &Nbsp; Where To Invest In Inflation?

Since October CPI Since the appearance of the data, the price pressure has been like a shadow, so that the people are aware of it. Investment and Financing Importance. The problem is that the property market, stock market, bond market, and gold market are not easy to touch. Property market Gold is still under control, and gold is still at a high level of 1370 US dollars / ounce. The interest rate is expected to impact, bond prices are also declining. It seems that only the stock market can enter. However, the stock market has been plummeted for a long time, so that people are willing to invest, but they do not know what to buy.

　 "The stock market is at the bottom of the policy".

Luo Jianhui, an aspiring fund manager of the Morgan's Blue Chip Fund, said that although the central bank has continuously raised the reserve ratio, its impact on stock market liquidity is not very huge, and it may have a psychological impact on the market. Because the central bank's Government Deposits in December should be paid to the relevant enterprises, which is equivalent to injecting large amounts of liquidity into the market. Therefore, in the remaining months, on the one hand, liquidity is very abundant; on the other hand, monetary policy is constantly being suppressed. In this case, the market may be a shock market, and it will present a structural market opportunity, because funds must find ways to make profits, so there will be some varieties of themes that will rise.

Luo Jianhui pointed out that as the CPI reached 4.4% in October, the organization began to expect to add one interest per month or half a month plus one interest rate. If this happens, the stock market will plummet. In fact, in China, maintaining growth is eternal. Controlling inflation is a phased task. And now the price controls have been used to curb inflation, which is quite effective. Therefore, A shares can now be said to be at the bottom of the policy, because all the most stringent measures are taking place at the bottom of the policy. With the gradual improvement of market enthusiasm, it is possible to usher in a comprehensive market next year. Therefore, we can not say that there are no opportunities for big blue chips, there are emerging blue chips in blue chips, and there are also leading enterprises in various industries. Next year, once the economy has bottomed out, the monthly data will be better than one month, and blue chip stocks will also have big opportunities.

　 Quality debt basis can be allocated for a long time.

In recent years, the sharp decline in the stock market has reminded people of Buffett's "investing in capital security". Can the debt base win the inflation? Let us look for answers from historical data. From 2009 to October 15, 2010, the average yield of the two class debt base in the market was higher than 5%, higher than that of the bank's five year deposit rate after the interest rate hike. 4.2%.

From the actual situation, the two level debt base which has flexible investment strategy and good performance has achieved better investment returns this year. As of November 19th, this year's "most cattle debt base" Changsheng active allocation of bonds (080003, fund) type fund annual income of 15.97%. It is noteworthy that, due to the sharp shock of the two level market this year, the division of the two tier bond yields is more serious. In the same period, the debt base at the end of the comparable position only gained 0.99% growth rate, which was nearly 15% percentage points different from those who performed best.

According to the analysis of State Securities (600109, stock bar), the bond market is facing more pressure on the current bond market, such as economic growth is stable, inflation expectations are rising, the operation of the open market will increase or the amount of new debt issuance is large. But when the time is longer, the bond fund still has the potential to contribute to absolute returns, such as the expansion of credit spreads, the opportunities for convertible bonds under the good stock market expectations, and the steady returns from the purchase of new shares.

　　 "Sea going" curve "anti inflation"

With the central bank raising the reserve rate again, the sixteen issue of the country announced that China had begun a new round of "anti inflation" battle. For ordinary investors, it is important to rely on investment appreciation to combat the loss of assets caused by inflation. If there are big uncertainties in the domestic stock market and bond market, then the "sea going" investment may be the third way. Liu Ruming, an active fund manager of the fidelity BRIC fund, said that investing in the BRICs market and combining the four countries' advantages might be a kind of anti inflation tool worth considering.

Liu Ruming believes that the QDII fund can help investors allocate assets more rationally. From another perspective, the field of vision is completely different. QDII is like investing in new farmland overseas, instead of concentrating the risks on local climate opportunities, or developing new minerals on the outer planets without having to stay on the local planet. "

According to the statistics of weather data, as of November 18th, the average yield of 16 QDII funds included in the statistics since the second half of the year was as high as 15.99%, of which 11 Funds yield more than 10%. Liu Ruming said that foreign investment is the general trend of the world. The prospect of China's QDII is worth looking forward to. Investors should not only be prejudiced because of the poor timing of the first few flights to QDII. Far sighted people should start actively studying the QDII fund and find suitable investments.