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.10. In the China stock market, the only fund with long-term rise, positive returns every year, the biggest increase since its establishment and the ability to cross the bull-bear cycle is LOF (fund code: 161706).6. At present, the ones that haven't risen much and are relatively cheap are the big consumption (wine, food and beverage, aviation, airports, hotels, tourism, etc.), some real estate chains, some big finance and some securities in the Mao Index.
In fact, Mao Index stocks are the most valuable leading blue-chip stocks with high dividend yield and mature industries in China.9. Position allocation: 60% for US stocks and US funds+40% for A shares.Can Mao index stocks lead the market to break the waves?
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.The Politburo meeting held on December 9, 2024 once again made it clear that expanding domestic demand is the key policy direction for the coming year. The expressions of "expanding domestic demand in all directions" and "vigorously boosting consumption" are very positive and will surely ignite the violent rise of Mao Index shares.Hai Tian Wei ye Guo 50
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide
12-13