China passed 60 safely.Zhang Kun, Liu Yanchun, Xiao Nan and other fund managers who are good at grasping the opportunities of previous big consumption market should still have good returns in this round.2. Focus on the pro-cyclical Mao index stocks with low valuation, core competitiveness, policy support and recovery performance: big finance, big consumption, real estate chain and new quality productivity technology.
9. Position allocation: 60% for US stocks and US funds+40% for A shares.China Life is over 50.4. At present, the cheap ones are the big consumption, real estate chain and big finance in Mao index stocks. The theme stocks of new quality productivity have gone up a lot, which will fluctuate greatly, and it needs more stimulation to revive the market.
Hai Tian Wei ye Guo 50In fact, Mao Index stocks are the most valuable leading blue-chip stocks with high dividend yield and mature industries in China.5, pay attention! It is necessary to adjust the fund to the relevant funds of Mao Index in time!
Strategy guide
12-14
Strategy guide 12-14