In The Great Turning Era, The Real Growth Castrol Fund Is Expected To Rise In The Four Quarter.

After 2016 successive shocks in the first three quarters, the fourth quarter of the market opened. Although the A share is coming to a successful start after the national day, it is still unknown whether the downturn will be swept away.

In the confusion, how to allocate and maximize revenue is still the focus of investors' attention.

In the next five years, the Harvest Fund will continue to focus on structural opportunities.

Although the global economic situation is complex and the capital market is changing, the A share market is always organic.

The first is to catch up with the new: to be highly sensitive to new industries, new products and new opportunities.

The second is quality: in the growth industry, looking for high-quality enterprises that can continue to exceed expectations.

The third is pformation: screening investment opportunities in the pformation companies that abandon the old and welcome the new.

The fourth is reform, looking for companies benefiting from the reform of state-owned enterprises and supply side management in traditional industries.

In October 12th, at the fourth quarter investment strategy meeting of the harvest fund, Sun Jianbo, chief strategist of China Galaxy Securities, and Shao Qiutao, director of Stock Investment Department of Jiashi fund, analyzed the future direction of investment in the medium and long term, and looked at growth investment opportunities in reform and pformation.

"At present, our country is in a big turning point. Under this background, there will be many growth opportunities in the market."

In Sun Jianbo's view, the main line of development in 13th Five-Year clearly pointed out that in order to implement the new development concept and adapt to grasp the new normal development of economic development, we must moderately expand the aggregate demand while pushing forward the structural reform of the supply side, so as to enable the supply capacity to meet the needs of people's growing, escalating and personalized material culture and ecological environment.

Since 2008, China's economic structure has changed, and the proportion of the three industry, such as wholesale and retail trade, has increased year by year in proportion to GDP.

Sun Jianbo advises investors to pursue definite gains and definite growth. He is more optimistic about localization of life brands, big health industries under the aging of population, technological services, intelligent manufacturing and investment opportunities brought by IOE movement.

From the past three hundred years of history, there has been a new industrial cycle every ten years. The revolution of science and technology has brought new impetus to the global economy and has created many wealth stories. It has created tens of times, hundreds of times or even thousands of times of investment income, and this wave is far from over.

"The most important thing in investing is to judge the future social changes."

Shao Qiutao pointed out that if we can find a good growth industry and good company in the wave of industrial upgrading, ten times and 100 times yield will be a big probability event.

Looking ahead,

Looking at the following directions: new technology is the only driving force for China's economy to enter a new boom.

There are many new technologies in the embryonic stage, such as UAVs, intelligent driving, artificial intelligence, big data, robots, virtual reality and so on, which still need to wait for one or two years.

There are also some industries in the growth stage, such as optical communications, information security industry, etc., is currently in a period of rapid growth, preferable to buy.

New consumption is the main way to stabilize China's economy.

With the change of population structure, aging has accelerated, investment in Post-80's medical and health has increased, and technology consumption has been pursued after 90; new security is a necessary investment to safeguard national interests.

The future military industry needs more high-tech inputs in information security, electronic weapons, invisible materials and space, or will become a new growth point.

In order to help investors better develop their nuggets, the Harvest Fund has launched a cashmere growth enhancement fund focusing on growth investment opportunities. The fund will be held by Shao Qiutao personally.

As Harvest Fund

Shao Qiutao, director of the investment department and director of the growth investment strategy group, has 18 years of investment and research experience. He is good at capturing investment opportunities of growth stocks. His management has been awarded the "Grand Slam" this year and has won the "Morning Star Award" and "golden bull Award".

"Looking for growth stocks can not be bottom-up, or purely bottom-up, aimlessly to cast nets, time-consuming and laborious, there must be a methodology."

Shao Qiutao has formed a unique growth and investment methodology in many years' actual combat: first, we must go up and go down to find some big directions, and see which directions have the greatest opportunity; in the possible direction, we will conduct detailed, earnest and fieldwork comparative analysis in the subdivision industry, find the 5-10 most subdivided industries; choose the investment target carefully from this subdivision industry; elect

Later, patiently wait for the opportunity to buy, buy at a relatively reasonable price, patiently hold until the day when the industry breaks out.

Shao Qiutao said that the harvest growth fund will continue to adhere to the investment thinking of growth style. Currently, it is relatively optimistic about the structural opportunities such as optical communication, genetic diagnosis, blood products, information security, cultural media, and new consumption industries, such as optical communication, genetic diagnosis, blood products, information security, cultural media, and new consumption industries. In the long term, it is optimistic about the four major investment areas, namely, technological innovation promoting social development, emerging consumption under demographic changes, sudden changes in the security sector, aging population and increasing income.