The Yawei big love real estate stock fund backhand to do more

Zhong Lu Fund Research Center

real estate adjustment policies can hardly be relaxed, although Zhongshan, Wuhu bailout, are nothing. The major developers finally break the deadlock once again transferred to markdowns. Local Government has been fine-tune the encounter abortion case, lower prices to help themselves is the best option open to business.

However, the real estate stocks Year of the Dragon has ushered in a wonderful spring. Zhong Lu Fund Research Center statistics, as of February 17, the real estate section this year rose an average of 12.59%, beyond the broader market rose 8.64 percent, apply for an industry or ranked fourth, during the turnover of up to 189.097 billion yuan during the turnover 272.38 million shares.

real estate stocks have been not to be optimistic, but the star fund manager Yawei has been very popular, firm bullish real estate stocks. The 2011 fund Four Seasons reported Yawei management of the Chinese market, China strategy for the two funds are heavy industry is still in real estate, holding 17.26% and 15.34% respectively.

Zhong Lu Fund Research Center 10 tradable shareholders before the A-share statistics, latent the Yawei charge of the China market 9 real estate stocks are shares of Shahe, Suning Universal, Cinda, real estate, deep Tianjian, Zhangjiang Hi-Tech on the actual development, Beijing Intime Vantone Real Estate, Guanghua Holding. Among them, three or beyond the average increase, Shahe shares the largest increase.

real estate stocks rebound, but also to preserve the China market performance and stability. Chung Lu fund, research data show that, as of February 17, the Chinese market rose 4.06 percent, similar rankings for the 93/468. Held by the China market in the stock of some 55 Shigekura plate is mainly real estate, medicine, biological, chemical, food tourism. Visible, although Yawei favored real estate stocks, the A-cap stocks are still cautiously optimistic, partial robust operating style. Chinese market potential real estate stocks this year and Stock codeStock NameOr (%)000014.SZShahe shares21.8367000718.SZSuning Universal14.8855600657.SHUp real estate by faith12.8686000090.SZDeep Tianjian11.6788600895.SHZhangjiang Hi-Tech11.1929600748.SHOn the actual development10.3516600683.SHBeijing Intime8.9552600246.SHVantone Real Estate8.75000546.SZGuanghua Holding7.0707Source: Zhong Lu Fund Research Center survey reference date: January 1, 2008 to February 17not only

Yawei fancy real estate stocks, with the rebound of the real estate stocks, a lot of bearish fund managers before, have joined the bullish ranks fourth quarter of last years backhand to do more than generous jiacang gamble real estate pick up. Which, in the sea Fund (Confucius News) holdings of the proportion of real estate stocks the most, its "sea green new energy" held by real estate stocks accounted for nearly 38% over last quarter, the stock market capitalization to enhance; on the JP Morgan China advantage last year end of fourth quarter real estate allocation ratio of up to 55.48%.

Zhong Lu Fund Research Center analyst Xu Liping, 2012 some developers discount none other than the larger volume will stage rebound. Furthermore, lowering the quasi-expected resurgence, the four lines to relax mortgage rates, ordinary housing standards are raised three good is expected to heat up dramatically, and real estate stock market or a comeback.