the market will still select the down arrow. So

As agencies allowed to redirect downgraded in Zhejiang rural credit system introduced reserve message, many people in the market will be interpreted as policy point to confirm, but in domestic and European debt crisis deteriorating economic situation under the double blow, policies to benefit has not been a shares responded positively. The Red weekly private reporters interviewed more than Sun, had relaxed its policy "at first glance the warmHan "judgment, operation return to cautious. "When zhanuanhuanhan, the most difficult rest", in the present market environment, seems to be the entire Sun private is difficult to rest. 　　Main funds into stocks (eleven-twenty fifths) some unit cut meat fled certainly regret the sudden boom is not likely in a move investors Gospel: overpriced stocks be saved! Sunshine private equity total return to cautiousThe broader market remained low, approaching early low of 2,307 points, Sunshine private equity overall return to cautious attitude, some of the private equity has appropriate jiancang. Shiji investment senior analyst Yu Wei said: "after falling sharply in continuous, the market may experience some slight rally, but after the rally, the market will still select the down arrow. So, will shortly be on reduction of high process。 "Wuhan General Manager Zhang Shutong jialun investment market is not optimistic about the future. "Since the end of October a shares ushered in rebounding swtor power leveling, funds face seemingly relaxed, but relaxation is only superficial, market turnover before although has been enlarged, but instead of forming a virtuous dynamic pattern. In addition, the policy tuning is not in place, only converted from weak cycle only. Early rebound weAdded a cartridge, but positions have now adjusting back to relatively low levels. "Dragon asset manager Wu Xianfeng the analogy between the current market is" doing push-ups ", now under way on, was a really big shock. "From the perspective of early hot rhythms, culture media, environmental protection, outstanding themes such as software, LED, Internet of things, most suffered different degrees of high phenomenon of stagflation, and market new hotspotsIs scarce, the bottom line remains to end the four-quarter corporate earnings expectations in the market is not strong, thereby constraining the market rebound. Seen from the specification, and future trends are not optimistic, though continue to adjust the space does not necessarily great, but adjusted time may be longer, the time-for space. "Of course, there is also a private continue to see many new value investing Luo Weiguang still retains its freshMing and aggressive style, convinced that the 2,300 point is the bottom of the medium-term, despite current correction star wars the old republic power leveling, but the market upward trend has not changed, the entire rally also did not go through. Cold through the exchange of policy, reporters found that policy has been fine-tuning, but because of the macroeconomic situation deteriorated more than expected, is main factor for private dared not go long. First of all, European debt crisisContinued deterioration of Portugal's credit rating by Fitch, the Grand Duke down, as long as you don't drag a shares well, not to mention the boost a shares and, second, domestic economic conditions facing the real estate investment decline, inadequate domestic demand boosted export slowdown significant drag on GDP growth pattern. The industry widely expected quarter and the first quarter of next year's GDP will decline in China. China's economyWhether the soft landing depends on future monetary policy easing by the Government, but taking into account the 2008 put on the result of a series of negative effects, it is estimated that this even relax, and in 2008 was different. Ding feng, General Manager of asset Zhang Gao, said: "now many optimistic expected one or two quarters of next year is the economy bottomed out at all times, but before the economy hit bottomIs policy turned loose. But if the precondition failed to do? So do investment cannot guess alone, is the most serious problem now, policy shift will be no mass, signs of the economic downturn has not seen under control. "Haijiuge on investment Director Kevin ye also believed that domestic macroeconomic next year at a" 18 "and sensitive period, in order to maintain policy coherence,Controlling price rises and maintaining social stability, adjustment of national macro-policies are not large. "Next year '; the two associations ' opening after the basic identifying policy directions and levels of investment to market. However, where is the end result cannot yet determine future economic growth, economic indicators are still volatile, so, we judge the future macroeconomic expectations ', cold'。 "" Early next year at the end of the year, monetary policy difficult to have a lot of changes, basically maintained moderately tight policies. For example, I think the credit easing is unlikely, at the current growth in credit size, we estimate is around 7.5 trillion for the year, is also 7.5 trillion last year. Meanwhile, the Central Bank during the review of new indicatorsSh, and total amount of Community financing, 14.27 trillion last year, was 7.7 trillion in the first half of this year, it is estimated that can reach 10 trillion for the year. Although this year has been adjusted, tighten, but in reality, money has not significantly reduced the amount of injected, so that next year there will be no relaxation will basically control the size of the 70,000 ~8 trillion. "Connection Plaza investments totalTao said the armed forces, and is only directed easing of monetary policy, credit in the future it will not relax, but fiscal policy will play an active role, a supporting industry opportunities exist. Tao continued analysis: "this year has been implementing the proactive fiscal policy, on economic development in these two years to play an important supporting role, it is more able to meet the needs of the entire economic structure adjustment,Industry has tilted to national support. But without a major impact on the entire market, as it has not major changes have taken place, next year is going to take a proactive fiscal policy is a positive signal to the market, will not have a negative impact. "Little position to participate in new industries now, since the short-term market as a whole, there is, most of the private equity focusFocus on looking for structural opportunities, where new industries are still the Favorites to be. Wu to the expansive opportunities exist in small positions to participate in the policy support of the industry, such as the strategic emerging industries and related industries, its stocks, are currently held in high-end manufacturing electrical, Dr Peng in the networking industry, the Oriental Pearl Tower, wide media, Gehua cable stocks. "Likewise benefited from policies positiveTransportation enterprises change the business tax sales tax pilot, which would alleviate the tax burden on the industry, so we bought a logistics unit. In addition, in accordance with past practice, at the end of each year, China will take '; the first document ' good policies come in the form of agriculture, so early '; lurks ' agriculture stocks is the best policy. "Luo Weiguang on blue-chip benchmarkCautious, "I admit that blue-chip benchmark valuations low, but I do not think that the stock price rose from the low valuation, but from the macroeconomic to the good performance of listed companies and stable growth, that growth and innovation.　　I never buy those valuations low, but without growth and innovation, shares not risen nor fallen stock ". War ArmyTao pointed out that in both directions, one is in the process of economic restructuring itself with growing capacity of the industry, such as consumption in the fields of medicine, food and beverage, agriculture in the seed industry, the agricultural machinery industry. "These industries over the next few years in the process of economic restructuring, should be able to maintain good growth. "Second, national fiscal policies and industrial policies to support some of the linesIndustry, including energy conservation and environmental protection, information technology, new energy, manufacture of high-end equipment. "The medium and long term, it is more benefited. But, not all listed companies are able to maintain its high growth under policy support, some did benefit from policy support, their own company with development potential, can continue to make profits and growth over time, their share pricesThere will be growing opportunities. "