The Yawei favor real estate stock fund investment in real estate roadmap Secret

one after another recently disclosed fund after 2011 Four Seasons reported Yawei management of the Chinese market, China strategy two funds remain with the heavily loaded with real estate stocks. The two funds are heavy industry is still in real estate, holding 17.26% and 15.34% respectively, but the positions in the proportion of the longer end of the third quarter decline slightly.

overly optimistic on the policy shift, premature weight with real estate stocks, the Shanghai and Shenzhen stock Powei September 2011, raised a brother "Yawei management of the China market and China strategy in September, the monthly decrease of more than 12% , known as Yawei "miscues". But Yawei

​​not alone, many fund managers gradually came into the ranks to see more real estate. The first three quarters to see the empty finance, real estate stocks, fund managers, in the fourth quarter began backhand to do more. This trend in January 2012 can survive.

whether to invest in real estate stocks depends on the trend, and also depends on the investment preferences of fund managers. Also fund manager said that the lessons of history is very painful, and control policies are always unexpected when the most optimistic market sentiment. The judgment of the fund managers are also some gambling components from the official position, and even subtle changes in between the lines to try to figure out the market trends. The central bank said it would meet the first-time home buyers loan demand news, February 8 real estate stocks rebounded sharply, and guide the market rose. Theme Industry fund manager Deng Xiaofeng

Bo believes that current economic trends in improvement in the residential price cuts are being spread to the second and third tier cities from first-tier cities, the purchase of the possibility of relaxation. Deng Xiaofeng said the first half of real estate will be standard, super second half with real estate. East Strategic Growth Fund manager at Xin also believes that after the first quarter of this year, to grasp some underestimate the value of plate opportunities, highlighting the value of investments, such as banking, insurance, real estate.