China passed 60 safely.6. At present, the ones that haven't risen much and are relatively cheap are the big consumption (wine, food and beverage, aviation, airports, hotels, tourism, etc.), some real estate chains, some big finance and some securities in the Mao Index.Industrial and commercial bank of China over 8
2. Focus on the pro-cyclical Mao index stocks with low valuation, core competitiveness, policy support and recovery performance: big finance, big consumption, real estate chain and new quality productivity technology.2. Focus on the pro-cyclical Mao index stocks with low valuation, core competitiveness, policy support and recovery performance: big finance, big consumption, real estate chain and new quality productivity technology.Most of them are distributed in the constituent stocks of SSE 50, SSE 180 and CSI 300, and are called "the core assets of China" by the industry.
8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.9. Position allocation: 60% for US stocks and US funds+40% for A shares.In fact, Mao Index stocks are the most valuable leading blue-chip stocks with high dividend yield and mature industries in China.
Strategy guide
12-13
Strategy guide
12-13