Morgan high quality China enterprises into the global value of depression – fund channel plants war

Morgan: high quality China enterprises into the global value of depression – fund channel in September 25, 2016, the JP Morgan fund joint "Volkswagen financial advisor" magazine held in Beijing International Forum Morgan, the forum theme of "insight trend, leading configuration", more than heavyweight guests around the new trend of international investment, multi asset allocation strategy made a wonderful speech. As a special fund and financial media graphic reports on the forum. The general manager of the JP Morgan fund company assistant general manager of the center area of North China, Ms. Yu Nan said, "the asset shortage" topic for a year, has become the new norm, we gradually accept a reality, risk-free assets disappeared and high income, the future decline in the risk-free rate of return is represent the general trend. In the global currency under the water, a large amount of money into all kinds of assets, including bonds, gold, stocks, real estate, safe haven currencies, resulting in significant fluctuations in the price of all types of asset prices. The coexistence of low interest rates, high volatility of the situation, making the "asset allocation" has new meaning, investors should be dispersed assets to a variety of low correlation of assets, both overseas, through multiple investment share to different stages of long-term asset appreciation benefits. Morgan senior customer portfolio manager Mr. Shuai Shiwei shared the idea of asset allocation, the layout of the global investment Chinese. Shuai Shiwei believes that the world is facing three problems of low low inflation and low earnings growth, low interest rates, while emerging market is relatively mature market economy growth is more obvious, with the stock earnings dynamic comparison, if you start to invest in stocks this year, China and other emerging market countries have more investment potential. Shuai Shiwei believes that before investing in China, A shares have been able to meet the needs of investors, but now with the Chinese enterprises to go out of China, to the world, we must have the concept of global layout. The current A shares investment Chinese enterprise does not exceed 3000, the global investment China concept of enterprise standard has more than 4300, can be the subject of investment market from the previous Shanghai, Shenzhen, United States, extended to Hongkong, London, Singapore, Canada, Germany and other markets. Hong Kong stocks continued to rise in the near future, Shuai Shiwei believes that the domestic institutions to underestimate the value of the configuration, high dividend quality assets, as well as the need to avoid exchange rate fluctuations are rising. Let go of the capital in Shanghai and Hong Kong through the south of the upper limit, a total of 270 billion went to Hong Kong, the Hong Kong stocks, high dividend yield, valuation, growth, growth in the value of shares gained funds sought, and the first half of this year, A shares the configuration of the idea is the same. It is reported that in September 29th the public offering of the Morgan Chinese century flexible configuration hybrid funds, the investment scope of coverage China A shares, Hongkong, the United States and other overseas markets listed Chinese company, is committed to mining market value of depression, through cross market investment, share the worldwide outstanding Chinese enterprise growth and income. The fund will be through multiple channels by Morgan QDII layout lines, Shanghai and Hong Kong and the future of the Shenzhen Investment in overseas markets, the fund’s assets ratio can be as high as 50%.相关的主题文章: