Hong Kong And Hong Kong Started To Enter The Fast Lane Bonus. Which Funds Can Be Borrowed?

Shanghai ETF fund has more advantages

According to the insiders, as the Shanghai and Hong Kong exchanges are mainly traded between the two exchanges, some of the varieties can be traded with each other, while the stock exchanges are mainly based on stocks, and the number of bonds and convertible bonds is very small.

Therefore, the first thing to benefit is that the two sides can invest in each other's equity fund, that is, Shanghai and Hong Kong have little impact on bond funds and money based funds, so investors can focus on equity funds.

In short, the ETF fund position in the equity fund is the highest, and the tracking error of the index is the smallest and relatively easy to grasp. Such funds are more deserving of attention.

In many ETF funds, the index of the Shanghai stock market is the ETF of the investment target.

Industry analysts said that compared with other big blue chip index, Shanghai 380 has taken into account the dual characteristics of growth and value.

Its constituent stocks are widely distributed in energy saving and environmental protection, new generation of information technology, biology, high-end equipment, new energy, new materials and other emerging industries and consumer areas.

Shanghai and Hong Kong Tong will hopefully form a good blessing for the performance of the Shanghai Stock Index 380.

In a research report, Tian Yuan said that the Shanghai and Hong Kong stock investment range of Shanghai Stock Exchange was 180 of Shanghai Stock Exchange and 380 of Shanghai Stock Exchange.

Investors who invest in the index above will be able to fully share the dividend policy from Shanghai and Hong Kong.

Penghua Fund researchers believe that

The mainland blue chips will soon receive 300 billion yuan of live water. As an important part of the blue chips for A shares, the undervalued real estate sector is expected to become a value depression for attracting capital and usher in a very favorable event investment opportunity.

Shanghai and Hong Kong will bring more investors to the real estate index fund, so the allocation of real estate index funds is worth investors' attention.

Wang Yonghui, head of the quantitative investment division of the company, said: the real estate sector has a prominent undervalued advantage both inside and outside.

First of all, compared with the 28 Shen Wan industry PE, the valuation level of the real estate sector is ranked fourth (from low to high ranking), which is 0.46 times the overall valuation of A shares in the non-financial sector. At the bottom of the history, the cyclical stocks such as real estate are likely to be favored by overseas funds.

Secondly, the valuation of Hongkong real estate stocks is higher than that of A share real estate stocks, benefiting from the influence of Shanghai and Hong Kong Tong, the A share real estate industry is expected to appear valuation repair market.

Professionals from the bank also said that the possibility of average recovery in the fourth quarter of the real estate market exists. The launch of Shanghai and Hong Kong Tong is expected to further promote the real estate market, and the relevant funds will benefit from it.

The QDII fund of heavily loaded Hong Kong stocks will also become a lucky one.

As a matter of fact, the 105 us QDII funds (classified separately) have risen sharply since the rise of US stocks and the good expectations of Shanghai and Hong Kong. The cumulative increase was 7.93% during the same period.

What is particularly striking is that the fund which has lagged behind in the past due to poor performance of Hong Kong stocks has finally gained a proud year.

Statistics show that, as of September 9th, 105 QDII funds (separate calculations) have risen overall this year, with a total increase of 7.93% in the same period, according to the net increase rate of the unit.

Especially since the second half of the year, the overall performance has been particularly eye-catching.

In addition to investing in the US real estate market, the QDII fund, which is heavily loaded with China's Hongkong market, is doing well.

Among them, Yinhua Hengsheng state-owned enterprises ranked the 17.5% increase in the above all emerging markets QDII, followed by Huaan Greater China and rich countries in China's small and medium sized enterprises, the same period rose by 17.21% and 15.4% respectively.

Data show that in the latest year, as of August 22nd, Huaan Greater China ranked the first QDII fund in total return of 33.82%, and the only QDII fund with a return rate of more than 30%.

In anticipation of the launch of Shanghai and Hong Kong's related funds, there has been a good increase in the relevant funds. Is there still an opportunity to intervene? Weng Qisen, manager of Huaan Greater China upgrading fund, points out that in the three quarter, Hongkong's market is expected to strengthen, especially in the valuation and repair of banks, undervalued insurance and big powers.

Chen Li, chief strategist at UBS Securities, said that with the implementation of the Shanghai and Hong Kong links and the increase of QFII and RQFII, it is expected that the market value of all foreign investors will be 8% to 9% of the total free market value of A shares by the end of next year.