More Than 30% Private Equity Funds Optimistic About The Two Sessions

Financial consumption historical data statistics show that from 1995 to year, during the two sessions, A shares fell only in years, 2003, 2006, 2008 and 2010. After the two sessions, A shares fell only in 2005.

Will there be two sessions this year?

According to the survey of 60 private equity companies in the private placement network, 32% of the private equity think that there will be two sessions, while 24% of the private placement think there is no two sessions, while 44% of the private equity holders hold an uncertain attitude.

Optimistic about the two sessions of private equity market believes that the current market confidence to pick up, and the two sessions just provided a better opportunity, the two sessions will continue to introduce a positive association to catalyze the upward rebound in the market, to provide impetus to the market.

Because the economic topics involved in the two sessions will often become the focus and focus of investment in the future capital market, the theme of the two sessions will receive much attention from the market and investors.

Then, which two sessions will be favored by private sector?

According to the survey, in the two sessions of private equity recognition stocks, 45.45% of private equity is optimistic about the opportunities for financial stocks, while private equity favors consumer opportunities, while real estate, agriculture and resources also have 27.27% private equity.

Financial stocks are attractive because of their undervalued value. Consumer stocks have long benefited from the country's efforts to promote domestic demand pformation. The real estate stocks have rebounded due to the expected relaxation of regulation and control. In the future, easing expectations will still exist for a long time. The government has always solved the problem of "three agriculture" as the top priority of every work, and the opportunity for agricultural stocks has also been favored.

68% of private equity recognition blue chip investment value

Recently, Guo Shuqing, chairman of the new SFC, repeatedly appealed to the market to pay attention to the investment opportunities of blue chips, and to purge the theme stocks and ST reorganization, so that the blue chips attracted the market's attention again, and many institutions increased the layout of blue chips.

According to the survey of private row network data center, 68% of private equity is optimistic about blue chip investment opportunities, 16% of private equity is not optimistic about blue chips, and 16% of private equity holders hold an uncertain attitude.

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Yu Dingheng, general manager of the investment bank, said that the current investment direction is to find a company that has already adjusted its performance in a relatively definite way.

At present, investment opportunities of big blue chips are particularly optimistic. With the guidance of regulators, market funds will gradually flow to such companies, thereby promoting market valuation and repair, mainly including banks, brokerages, insurance, real estate and cement.

For a long time, the leading varieties of non cyclical industry are the most noteworthy, mainly concentrated in food, beverage, medicine, retail, textile and clothing, tourism and other sectors.

Lin Yuan, chairman of investment Lin Yuan, is also a staunch blue chip investor. He is optimistic about the financial sector of the blue chip sector.

He thinks financial stocks are cheap and monopolized. These two points are very important for investment.

More than 20% of the private sector considers the inflection point of real estate.

The performance of the stock market in February is eye-catching, which is closely related to the market's relaxation of the real estate regulation and control, especially the collective efforts of the real estate sector in the latter half.

The fact is also true. From Foshan, Zhongshan to Wuhu to Shanghai, the intention of local governments to deregulation of real estate is becoming more and more obvious, while the central government's attitude towards regulation is unusually determined and repeatedly killed in its infancy.

Then, will the real estate regulation be untied? Has the turning point of the real estate industry regulation emerged? The sunshine private placement is quite different on this issue.

According to the survey of private placement data center, 40% of private equity in real estate control inflection point will not appear, 24% of the private equity is considered as the real estate control inflection point has appeared, 36% of private private attitude.