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Investment Opportunities In China'S Economic Pformation

2010/12/20 16:17:00 48

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Investment Opportunities In Economic Pformation

"China is not CPI inflation is inflation, because most months last year is negative growth.

We believe that inflation below 4% is still an affordable inflation level for China. "

Chief economist of Galaxy Securities

Zuo Xiaolei

(micro-blog) recently participated in the 2011 macroeconomic outlook and investment strategy report jointly organized by China Merchants Bank Ji'nan branch and Galaxy fund, pointing out that China's money supply increased by 32% last year, resulting in the currency environment of inflation this year.

inflation

The added pressure.

Zuo Xiaolei analysis pointed out that in 2011, the global economic recovery will be weak or variable.

Next year is the opening year of the "12th Five-Year plan". China is in a critical period of economic pformation. During the period of 12th Five-Year, economic restructuring will make significant progress, which contains many investment opportunities.

For example, the development of the western region will become a hot topic, whether it is processing trade along the eastern coast or the investment in infrastructure in the West.

The growth of western investment is to accelerate the pace of urbanization in the west, and the acceleration of urbanization in the West will also stimulate the development of tourism, logistics and other industries along the line.

At the same time, the consumption of residents in small and medium-sized cities is 3-4 times the consumption of rural farmers, and the acceleration of urbanization will stimulate consumption to increase at geometric level.

Zhang Wei, chief analyst of the galaxy fund at the forum, also believes that inflation and

economic pition

It has become the two focus of investors' attention to next year's market.

Innovation is the inevitable path of China's pition economy, and vigorously developing new industries has been incorporated into the 12th Five-Year plan.

The state clearly pointed out that by 2015, the contribution of new industries to the economy should be 8%, that is 3 times now.

At the level of GDP growth in the future, the market growth of emerging industries is more than 10 times, and 10 times of the stock market will be generated here. "

Publicity.

According to Zhang Yang, in order to grasp the above opportunities, the galaxy fund company launched a new fund - Galaxy innovation growth stock fund for the new opportunities of A share investment during the economic pformation period.

The overall investment style of Galaxy fund is growth investment.

"Stock driven by innovation usually has the greatest growth potential," Zhang said.

The galaxy innovation and growth equity fund focuses on emerging industries and companies with strong business models and innovative capabilities, which can well grasp the main line of investment in economic pformation.