129773932916562500_77Compact ultra-bank insurance distribution is different in three investment strategies with intensive Super banks has become the consensus of three giant insurance distribution.
In 2011, 7 banks such as bank stocks ranked respectively insurance three top ten holdings, configure scale than ever before. It is interesting, specific investment tactics to 2012, insurance big three divisions show. From the current tableState: ping an relatively upbeat, attack carefully and gradually raise interest positions China Pacific still conservative, control positions the main defensive.
Insurance giant investment strategies vary, reflects to some extent the insurance capital on the road is thereby prejudging. Bet on Bank Insurance Fund to high dividends on the Bank's favor, has never been so strong. 2011, Big three banks accounting for insurance top ten holdings by half. Outside in addition to holding on to ICBC, China Construction Bank, agricultural Bank, China late last year and the new into the Bank and Pudong development; the Pacific in the first half of last year, China has been configured on the basis of China Construction Bank and the industrial and commercial bank, agricultural Bank, China Merchants Bank added the Bank; in the top ten holdings of China life then there are the people's livelihood, China Merchants Bank, China Construction Bank, agricultural Bank, ICBC,Shanghai Pudong development. Bet on the banks
tera gold, the insurance giant to higher dividends. Ping an of China Deputy Chief Investment Officer Chen Dexian admitted on this newspaper, dividend stable, stable credit rating stable, profitable growth, have some liquidity they stock selection criteria, and bank stocks could satisfy the four criteria. "Banks contribute 800 million of dividends to the us last year. "Although the big three insuranceHoldings of Bank shares has to be super distribution before, but they have not thought to decrease, and instead continued to increase configuration.
Just a few days ago, China Pacific in commodities trading platforms to allow Citigroup sells shares of Shanghai Pudong Development Bank, transaction amounts to $ 4.2 billion. Why continue to hold bank shares, Chen Dexian's explanation is that "according to our model predicts that has been considered bad assets mayAfter rising, the liberalization of interest rates and other factors, future big banks can maintain profit growth for the year of 10%, and the dividend rate will be maintained at a 35% level, for the insurance money is, banks are still good investments. "Ping an optimistic Pacific conservative worthy of attention is that hyper-equipped banks has become a consensus, but to 2012 investment strategies,Insurance giant presents three different faces. At the end of 2011, China life insurance, China ping an, China Pacific interests of big three assets (Equity Fund), 12.17%, 10.3%, respectively.
Judging from the position level is neutral and downwards (up to 25%), there is still more room for gallon. 2012 fundingViews of the market, China's ping an relatively upbeat, from last year's "cautious wait-and-see" tactic changes for this year's "prudent to strike", and that a change of tactics
tera power leveling, from Ping within the perimeter of the year predict is becoming clear. Ping an of China investment "boss," Chen Dexian, the worst time is over, even though the stock market uncertainty, but compared with last year,Nature is different--last year it is macroeconomic policy, economic growth, credit conditions are uncertain, this year are clear of these factors
tera power leveling, just solution to the problem of need a process. "This year, the stock market is w-although adjusted overall to up. Therefore, as a long-term investor, we will seriously raise the interest positions this year. "But Turbo in China this year, inner and outer ringsRealm of uncertainty remain. Pacific asset management company General Manager Yu Yeming yesterday's position is very clear: 2012 the domestic economy is in a slowdown, liquidity has improved, but internal environments such as exports, investment, consumption, external environment such as the European debt crisis, there is a certain amount of uncertainty. "So the Pacific this year will continue last year's policies, rights and assetsLine control, generally in a State of Defense. "(The Shanghai Securities News Huang leilei Lu Xiaoping) online statement Gold: gold online reprint of the above content, does not indicate that confirm the description, for investors ' reference only and does not constitute investment advice. Investor operations accordingly, at your own risk.
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