August 16, 2021

Whether to lighten up consumer stocks?


How to invest in medical treatment and liquor?

Insurance capital said that 彩鑽投資 in late July, the a-share market adjusted as a whole, and blue-chip stocks such as consumer and pharmaceuticals lost blood.

A reporter from the Financial Associated Press learned from the industry that an insurance company had previously reduced its holdings in consumer stocks, and its current position is low, and the current valuation of consumer stocks is not cheap, so it will not consider increasing its position significantly in the short term.

Another insurance asset manager said that the market will be dominated by structured markets for some time to come. It is recommended to seize investment opportunities to over-allocate A-shares and lower-allocate Hong Kong stocks.

Specific to the medical and liquor sectors, some insurance asset management companies believe that one is to intensively look for investment opportunities, and the other is to look for companies with poor expectations and poor sustainable growth capabilities from the bottom up.

Organize to reduce inventory costs, and do not consider a substantial increase in inventory in the short term. "Due to concerns about the policy uncertainty caused by strict regulations such as education and anti-monopoly, the a-share market as a whole was adjusted in late July. In terms of industry sectors, July overall

There is a pattern of more declines and less rises, with 19 of the 28 Shenwan-level industry indexes falling. The current structural market is concentrated in the technology growth sector, and blue-chip stocks such as consumer and pharmaceuticals that were optimistic in the early stage have suffered serious blood loss." Asset manager of a large insurance company

Said to the Cailian reporter.

However, the investment director of an insurance company told the Financial News Agency that the current valuation is not cheap. For example, the historical quantile of catering valuation is still above 80%, so there is no bottom line.

He said, "For the consumer sector, positions have 阿里巴巴業績 dropped significantly. Some positions were cut before the Spring Festival, and some were cut after the Spring Festival. Since the logic of increasing certainty has been weakened, the rebound will not be too strong and will not be considered in the short term.

Significantly increase the position." However, there are still institutions that are optimistic about the long-term investment value of consumption.

The relevant person in charge of the Asset Management Department of Aixin Life told the Cailian News that this year the two sessions once again emphasized the "development pattern with domestic and international cycles as the main body and mutual promotion of domestic and international dual cycles." Consumption is an important part of the internal cycle.

A link that cannot be ignored in future investment.

In the short term, the epidemic has repeatedly affected consumption recovery.

However, in the medium and long term, economic development drives the increase of per capita disposable income, and internal circulation promotes policy stacking, so the long-term investment value of consumption is still relatively strong.

The above-mentioned person in charge also 加拿大投資移民 believes that as the post-1990s and post-21st century have become a new driving force for consumption, the popularity of consumer behavior has changed people's consumption behavior, and new consumption and incremental markets have attracted more and more attention from the capital market.

In addition to traditional consumption, we also pay close attention to new consumption and look for suitable investment opportunities.

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