analysis- google, the only product will still have investment value is overvalued twitter(分析-谷歌,唯一的产品仍有投资价值被高估twitter).docVIP
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analysis- google, the only product will still have investment value is overvalued twitter(分析-谷歌,唯一的产品仍有投资价值被高估twitter)
Analysis: Google, the only product will still have investment value is overvalued Twitter
(Research papers Download News) Beijing “two sessions” has ended, overseas investors react?
“The problem discussed in two sessions will not affect our view, because the need for a long-term reform and transition process.” When accepting an interview 21st Century Business Herald reporter, Standard Life Investments and Head of Equity Investment Board executive director David Cumming said.
“China is a diverse market, economic restructuring will bring a different investment opportunities.” Standard Life Investments Global Head of Equities Mikhail Zverev believes that the health care industry will benefit from the preferential policies for technology stocks to be in segments mining investment opportunities, as green / clean energy, increase Chinese demand is still unable to offset the negative impact of reduced demand in developed countries.
Discussed China’s reform, development involves many policy issues again during the two sessions, which, David Cumming believes that now the market is still worried about the Chinese economy, such as China’s debt problems, structural problems, and how an investment-driven economy from transition to a consumer-driven economy, the economic restructuring, many investors are still worried that China might not be able to do. “Now the market’s views on China’s economy is very negative, so many Asian or China-related stock valuations are very cheap, but in the short term, our views and different, so we increased investment in emerging markets, we believe that emerging markets have more opportunities. “
Mikhail Zverev also believes that China is facing a unique challenge, try to shift from investment-driven to consumption-driven growth model has never had such a large scale in China’s economies, but China should be able to do better than any country better and stronger because of government-led addition, the central government’s moderate d
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