129773903204375000_90Edmund Burke Rothschild: bullish on shares of consumption and heavy industry
Share make 5% about the QFII Fund France Edmund Burke Rothschild asset management company (hereinafter referred to as "Rothschild"), said in Beijing yesterday, the company is still looking for more of the QFII investment quota, promising a share of consumption, particularly of heavy industry machinery and equipment manufacturing, and medical and life insurance industries. Rothschild's Executive Board Chairman PhilipPE Couvrecelle said yesterday in a small press conference, apply for a line of QFII program is more complex, but Rothschild will wait. He stressed that the gradual liberalization of the capital account in China involving the relationship of trust between the Government and foreign institutions. Earlier this year, Rothschild was approved by the foreign exchange, the new $ 100 million of QFIILine, bringing the total amount of its QFII rose to us $ 200 million. "This is exciting news, the mutual trust between the Government and foreign institutions are on the increase.
"Couvrecelle said. According to Rothschild revealed, the company which was established in 2006 by EdR Mainland China Fund investment in mainland ChinaThe stock market. Using 100 million dollars of the Fund's own line of QFII, in addition to other agencies rented QFII limit of us $ 200 million, due to the management of assets value, now it has reached US $ 650 million in assets. In addition, the Fund maintains a high position run, current positions at 94%
tera gold, and minimum size requirements for QFII Fund is 90%�� Since last year a-stock isn't doing well, which makes the overall situation of QFII Fund poor. According to the Thomson Reuters data, relative size of a shares now the QFII Fund total $ 10 billion.
With QFII mechanism compared to the total assets of 260 billion yuan, the QFII Fund constitute only a small fraction for retail customers. Rothschild in Hong KongAdmitted General Manager Tang Yi, China is indeed a lot of customer concerns of the poor market performance. But from another point of view, China's market valuation has shown a great deal of appeal. As inflation gradually fell back and relaxing of monetary policy, will usher in new opportunities in the market. The other hand, the configuration for European investors in the past two years a number of bonds, bond nowYields are very low, investors will invest more in equities asset configuration. In terms of specific industries, Tang Yi said he is optimistic about China's economic transition and lifestyle changes bring opportunities, including consumer industries, particularly of heavy industry machinery and equipment manufacturing, medical and life insurance, and so on. He explained that China is to improve the quality of economic
tera power leveling, industrial equipment needs to be redeveloped and life insurance industryPremium growth and the rate of return on investments have been in the bottom. As for the medical profession, he said he likes
tera gold, but more expensive, you can wait for the opportunity.
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