Morgan high quality Chinese enterprises into the global value of depression – fund channel-easeljs

Morgan: high quality Chinese enterprises into the global value of depression – fund channel in September 25, 2016, the JP Morgan fund joint "Volkswagen financial advisor" magazine held in Beijing International Forum Morgan, the forum theme of "insight trend, leading configuration", more than heavyweight guests around the new trend of international investment, multi asset allocation strategy made a wonderful speech. As a special financial media, the news and fund reported the forum. The general manager of the JP Morgan fund company assistant general manager of the center area of North China, Ms. Yu Nan said, "the asset shortage" topic for a year, has become the new norm, we gradually accept a reality, risk-free assets disappeared and high income, the future decline in the risk-free rate of return is represent the general trend. Under the global big money drain, a lot of money into the various types of assets, including stocks, bonds, gold, real estate, etc. caused global currency hedging, various asset prices fluctuate significantly. The coexistence of low interest rates, high volatility of the situation, making the "asset allocation" has new meaning, investors should be dispersed assets to a variety of low correlation of assets, both overseas, through multiple investment share to different stages of long-term asset appreciation benefits. Morgan senior customer portfolio manager Mr. Shuai Shiwei shared the idea of asset allocation, the layout of the global investment China. Shuai Shiwei believes that the world is facing three problems of low low inflation and low earnings growth, low interest rates, while emerging market is relatively mature market economy growth is more obvious, with the stock earnings dynamic comparison, if you start to invest in stocks this year, Chinese and other emerging market countries have more investment potential. Shuai Shiwei believes that the previous investment Chinese, A shares have been able to meet the needs of investors, but now with the China quality enterprises out of Chinese, towards the world, must have the concept of global layout. The current A shares investment China enterprise does not exceed 3000, the global investment Chinese concept of enterprise standard has more than 4300, can be the subject of investment market from the previous Shanghai, Shenzhen, United States, extended to Hongkong, London, Singapore, Canada, Germany and other markets. Hong Kong stocks continued to rise recently, Shuai Shiwei believes that the domestic outfit undervalued, high dividend asset quality, and to avoid exchange rate fluctuations in demand rising. Let go of the capital in Shanghai and Hong Kong through the south of the upper limit, a total of 270 billion went to Hong Kong, the Hong Kong stocks, high dividend yield, valuation, growth, growth in the value of shares gained funds sought, and the first half of this year, A shares the configuration of the idea is the same. It is reported that in September 29th the public offering of the Morgan China century flexible configuration hybrid funds, the investment scope of coverage Chinese A shares, Hongkong, the United States and other overseas markets listed China company, is committed to mining market value of depression, through cross market investment, share the worldwide outstanding China enterprise growth and income. The fund will be through multiple channels by Morgan QDII layout lines, Shanghai and Hong Kong and the future of the Shenzhen Investment in overseas markets, the fund’s assets ratio can be as high as 50%.

上投摩根:优质中国企业成全球价值洼地-基金频道  2016年9月25日,上投摩根基金联合《大众理财顾问》杂志在北京举办“上投摩根国际论坛”,本次论坛主题为“洞见趋势,领先配置”,多名重量级嘉宾围绕国际投资新趋势、多元资产配置策略作了精彩演讲。和讯基金作为特邀财经媒体对论坛进行图文报道。   上投摩根基金公司总经理助理、华北区域中心总经理俞楠女士表示,“资产荒”的话题持续了一年,已经成为新常态,大家逐渐接受了一个现实,高收益的无风险资产消失了,将来无风险收益率下降仍是大势所趋。在全球货币大放水之下,大量资金涌入各类资产,包括债券、黄金、股票、房地产、避险货币等,造成了全球各类资产价格的显著波动。低利率、高波动并存的局面,使得“资产配置”具有了新的意义,投资人应将资产分散到多种低相关度的资产中,兼顾海外,通过多元投资长期分享到不同阶段各类资产升值的好处。   上投摩根高级客户投资组合经理帅仕伟先生分享了投资中国、布局全球的资产配置理念。帅仕伟认为,目前全球面临低通胀、低企业盈利增长、低利率的三低问题,而新兴市场相对成熟市场经济增速更加明显,结合股票动态市盈率比较来看,如果今年开始投资股票,中国及其他新兴市场国家更具有投资潜力。   帅仕伟认为,以前投资中国, A股已经可以满足投资人的需求,但是现在随着中国优质企业走出中国,走向世界,必须要有全球布局的观念。目前A股可投资的中国企业不超过3000家,全球可投资的中国概念企业标的已经超过4300家,可投资标的的市场也从以前的上海、深圳两地,延伸到香港、美国、伦敦、新加坡、加拿大、德国等市场。   港股近期持续上涨,帅仕伟认为国内机构配置低估值、高股息优质资产,以及规避汇率波动的需求在不断攀升。在沪港通放开了资金南下的上限后,累计有2700亿流向了港股,相应的,港股高股息率,估值、增速匹配的价值成长股获得了资金追捧,这与今年上半年A股配置的思路是一致的。   据悉, 9月29日将公开发行的上投摩根中国世纪灵活配置混合型基金,投资范围广泛覆盖中国A股、香港、美国等海外市场上市的中国公司,致力于挖掘多市场价值洼地,通过跨市场投资,分享全球范围内优秀中国企业的成长收益。该基金将通过上投摩根QDII额度、沪港通及未来的深港通多渠道布局,投资海外市场的比例可高达基金资产的50%。相关的主题文章: