Jiang Yiswtor power leveling-IAN－d377922osa的部落格

129708241182812500_88UBS sdic Fund: liquidity in the first quarter to recover cell phone free www.cnfol.com January 11, 2012, China Securities journal comment on the a-share market fell after nine weeks in a row, Wen boosted market confidence speech stimuli, Shanghai and Shenzhen stock market's gains this week. On this countryVote for UBS, release of the policy of positive signal is the sharp rebound in the market, cycle stock valuations appear to repair the main reason, sdic UBS bullish on liquidity in early recovery. UBS sdic believes that does not occur in macroeconomic deterioration of conditions, valuation index of 2,100 points near the end of can be seen as policy, and the end of June. Especially in the current valuation level a blue-chip benchmark at all-time lowPosition swtor power leveling, industrial capital holdings has low signs of significantly enlarged, combined with relatively loose liquidity conditions in the first quarter each year, in favour of periodic valuation of shares rebounded. Inspired by the annual report is expected, for some time to come, size style trends of the transformation is expected to continue. On one hand, extremely low valuation and performance more beautiful annual report for the period unit rally supportSector such as banks, automobile, coal concern; on the other hand, small caps relative blue chip, premium valuations are still high performance uncertainty is large. Looking to the future, sdic UBS judgment, liquidity recovery in the first quarter, as represented by the blue-chip market market focus is expected to gradually improve, but in the second quarter still has to continue to monitor the dynamics of the evolution of the European debt crisis. In addition, the premisesTrends of regulation is not changed, around the restriction of policy continuity. So, this year will continue to be exposed risks also need to pay close attention to the real estate industry. On the asset allocation, UBS sdic proposal actively involved in the recovery of liquidity in the first quarter, you can maintain the bond asset allocation on the basis of the participating banks diablo 3 gold, cars, coal and other stages of the cycle unit. (Jiang Yi) The other news relatived this topic: