Shanghai Securities News China Securities Net (Reporter Zhu Yan) Since entering the second half of the year, the A-share market has fluctuated, and the “Mao Index” and “Ning Portfolio” have taken turns to perform. Where should investment go in the next stage? Wan Jianjun, co-director of the Investment Research Department of Huaan Fund and the proposed fund manager of Huaan Research Drive, believes that in the context of the continuous recovery of the macro economy, there will still be structural opportunities in the A-share market in the future. Prosperous industry represented. In terms of investment strategy, we will grasp the “good stage” of the “good industry” and buy great “good companies” at reasonable “good prices.”
Wan Jianjun remains cautiously optimistic about the market outlook for A shares, and believes that there are still more structural opportunities to be tapped in the future. For the next stage of allocation, he suggested looking for investment opportunities from three main lines: First, the consumer industry that benefits from the long-term trend of consumption upgrades. China is the world‘s second largest consumer market, and the current regional economic development is uneven, one, two, three, four. Consumption upgrades in different cities across the country provide sufficient space for the consumer industry to transform; the second is the pharmaceutical industry that is just in demand by the whole people. China’s aging process is accelerating, and medicine is an industry that benefits from China’s aging trend and technological progress at the same time; third, it is still Industries that are in an upward cycle are represented by TMT and new energy industries. These fields are all high-growth strategic emerging industries.
It is reported that the new fund Huaan Research Drive to be led by Wan Jianjun is being issued. From the perspective of past performance, Wind data shows that the returns of the Huaan Research Selected by its management in 2019, 2020, and the first half of 2021 are all ranked in the top 10% of similar products, and they have achieved excess returns of 45.90%, 70.75%, 20.51%.
Wan Jianjun introduced that this new product will also continue his usual investment philosophy and excavate high-quality targets for investors through in-depth research. In terms of industry configuration, it is not limited to a single industry, and will actively build a diversified investment portfolio focusing on technology, medicine, and consumption from the perspective of prosperity, focusing on opportunities for the new economic track.Return to Sohu to see more
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