The latest statistics show that since November last year, after the once quiet securities trust products “again, funds to raise the scale of sustained growth.

Trust insiders said, as an important part of asset allocation, equity assets is favored funds, trust funds as relatively sensitive funds, the market behavior or have a certain benchmark significance.

Recently, said Morgan Stanley analyst ChetanAhya et al in the report, to the high value-added upgrade material industry to promote MSCI China index of the next 10 years to continue to outperform the MSCI emerging markets index, the Shanghai and Shenzhen A stock market will once again enter the bull market.

Founder Securities pointed out that with the credit than expected, exceed the expected demand, reform than expected, the performance than expected. The industry boom is conducted from the downstream to the middle, PPI rose to the middle reaches of the improvement in earnings, the next period of time is the golden period of the middle rise “. Investment clock “industry moving round the economy” for the future asset allocation categories will play a leading role, the return of the king. Investors are advised to actively grasp to do more than A shares of the time window, attacked the middle and two main reform.
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With the return of funds after regression factors, and reverse repurchase expires and the expansion of preganglionic TLF (temporary liquidity facilities) expires, the central bank or through reverse repurchase to hedge, but maintain funds face tight balance is not expected to change the attitude. The main purpose of the central bank in the open market operation is smoothing short-term fluctuations in liquidity, liquidity is generally stable, the central bank is expected to not excessive release of liquidity.

However, the stock market from the financial perspective, A quarter of the A-share market attractiveness is still large. Xing capital equity investment manager Li told reporters that the festival, although the market is expected to tighten monetary policy tends to be strong, but the categories of asset allocation from the point of view, the stock market relative to the bond market and the property market more attractive, expected short-term market funds face will remain stable. Before March, the market risk appetite is expected to rise, the activity will also be significantly better than before, for the first quarter of the performance of the market is relatively optimistic.

GF Fund believes that the short term, the latest data support the short-term economic stabilization and recovery of the market expectations, while a quarter of more policy events will help market sentiment further warming. More importantly, the current A shares relative to other categories of assets still more cost-effective. Therefore, A shares are still up space. Still optimistic underestimate the value of the value of stocks and cyclical stocks style, industry and the theme of value in consumption, industry, the reform of state-owned enterprises, “The Belt and Road” and other related concepts.