China'S Economy Is In A Good Position.

One side is the investment environment of "asset shortage". On the other hand, a large amount of "spare money" needs to be allocated. Under such circumstances, it is a matter for individuals and institutional investors to do well in asset allocation.

At present, the A share market is at a low level, the bond market is volatile, commodity prices fluctuate, and real estate is facing a high level.

How should the residents' asset allocation be done?

Hu Jianping believes that with the revival of the economy and the adjustment of the stock market, the two tier market will usher in a new spring, especially for investors with partial value and fundamental analysis.

Many industries from free competition to oligopoly, "leftover is king" business profitability will rise, occupy a favorable position.

Chen Jialin said that the outlook for the A share will be outlined in terms of "steady progress and state change escort". This year around the nineteen is a relatively stable pattern. The motherboard performance is slightly better than that of small and medium sized enterprises, and it is allocated to stock with stable performance, reasonable valuation and cash dividends. It is optimistic about the reform of state owned enterprises, and the growth stocks with reasonable valuation will also make the layout of small volume.

Shang Jian said that this year when the market is relatively stable, we can concentrate on stocks with prospects and adopt a neutral position to do the two level market allocation.

The stock tends to grow, and the plate that represents the direction of economic pformation has a good trend in terms of business mode, technology path and profit level. Besides, the economic level continues to emerge in traditional industries for a long time.

Li Bei's view is that this year's commodities from the fund's point of view do not look at the opportunity to do much, but to walk away.

Because the commodity market is now similar to the 4800 or higher of the stock market.

Although the supply cycle of most commodities is still in the process, the high point of actual demand may occur in the two quarter or earlier, and then enter a phased adjustment.

Zhang Rui said that the bond market yield trend last year is W type, this year may be N type, the Fed's interest rate increase and financial regulation will be the impact of the bond market. With the rising rate of bond returns, the value of the bond assets will be more important.

In addition to my own house, all my assets are allocated to the two tier market.

In my own experience, if I stand in the five or ten years' perspective, only two class market rights and interests allocation is the most suitable for me.

At this point in time, I have more firm confidence, after more than two years of stock market adjustment.

From 2011 to now, the adjustment will be bottomed out, and the whole two level market will usher in a new spring, especially for investors with partial value and fundamental analysis.

There are several main points that are very beneficial to our investors.

Since 2011, nominal GDP has dropped from 20% to 6%, and this fall is almost over.

In the process of recovery, our enterprises, as investors and shareholders, will significantly increase their share in GDP.

In 2016, for example, nominal GDP is around 8%, but revenue growth is only 4.3%, and residents' income growth is only 6%, which is lower than the growth rate of GDP. The share of enterprises in GDP is rising, which is very beneficial for shareholders.

Therefore, the profit cycle of the entire enterprise is entirely on the side of investors. At the same time, the policy of the stock market is becoming more and more standardized and more and more favorable. Next, I am inclined to increase the two level market rights and interests allocation.

On the whole, under the comparison of various assets, we consider the two level market as the stock market.

It should be a cost-effective choice.

The Chinese economy has a small recovery cycle at the bottom of a big cycle. Now the whole data is pleasing to us. It is a good trend.

This year, we feel that there is a greater risk. Trump's coming to power will have an impact on the exchange rate.

Another is that this year we think inflation is a big risk point. Recently, we have seen the CPI data, which is still lower than everyone's expectations.

These big risks will not produce an unexpected impact on the economic level at present.

In terms of stock allocation this year, for managers who focus on the two level market investment, our configuration is only in the allocation of cash and stock positions. Now we feel that we can take a neutral position to do the two level market allocation.

In terms of stocks, we still tend to grow. The economic stage we are facing now is

Cycle, pformation will be a relatively long stage, the meaning of the whole pformation is nothing more than the plate representing the direction of pformation, they will grow, which occupy a larger proportion.

So our overall configuration this year is slightly more aggressive in terms of position, configuration or growth.

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