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“How will the next step in property shares, the same company are different views of different fund managers.” Shenzhen, a fund manager told reporters. July has been a sharp rebound in property shares, some funds Awkwardness interval after more than 20% yield, affected by the policy, the fund manager of real estate shares the views of the future trends arise. It is understood that some of that real estate is “trading assets,” the fund manager has gradually evacuated to other sections, but some of the real estate fund managers are more optimistic about the real estate control policies are still hopes in turning.
Policy on real estate stocks still around

“In late June, we entered the real estate section of the main reasons is that the adjustment in place.” One fund manager told reporters. Before a security incident in the OCT, a number of funds and private equity has entered. In the event of accident, OCT shares and not, as most people expected the emergence of a huge shock. “This shows that shares the views of the real estate market has changed a lot of one’s confidence.” Since then, the sound bearish real estate sector began to lose more money to buy admission. In fact, such a shift does take to get excess returns. It’s statistics, the real estate section has to squeeze into the third quarter, the biggest increase since the third plate. Other building materials and real estate-related stocks were also among the biggest gainers.
The shift appears that real estate stocks, another factor is the policy of “relaxation” of expectations. Since mid-April after the introduction of real estate control policies, there are around the amount of price reduction rate of reduction of the state, “In the early media, the emergence of a misleading views that the property will then be dropped, this might introduction of the original intention of the real estate control policies of the IMF. In fact, the policy is to curb housing prices, for now, basically to achieve this objective. “Shenzhen, a fund manager said, and some people think that in four quarter of bank loans to the implementation level, there might be “relaxed” signs. If so, in line with market supply of the second half of the increase in volume of the real estate market is expected to show steady growth steady price rise.

However, according to China Securities Journal reporter, in July a number of major cities in mid-small commercial banks to relax credit situation did occur, but subsequently was stopped. This policy shift to the early hope that the collective mood casts a slight shadow.

Pre-adjusted earnings are busy positions

Policy in the context of uncertainty, some fund managers have a premature withdrawal of property stocks. Shenzhen, a fund manager told reporters, “on the rise at the beginning, we consider real estate Gu Jiao Yi Xing Ji Hui Zhuyaocunzai. Tebie Kong Zhilv data is out, I think the real estate sector Buke love Zhan. I think they certainly will be after the market in the fall appears wheeled, early fall, after bit of real estate stocks rebound, block some of the performance of other stocks have rebounded better possibility. “After his withdrawal from real estate stocks, bought again a number of consumer stocks, such as alcohol in the White Horse shares recently rose over 10%. “Instead of pinning its hopes on turning the real estate control policies, as transferred to other compensatory growth of the stock.” The fund manager said he was also involved in a number of recent medical stocks oversold, income is also considerable.

From the market performance, the investment real estate, Golden Group outflows have occurred the last two weeks are signs that this is due to action of some money transfer stores. “From the CPI and employment data, economic growth has come down not to save the economy need to re-open the point where the real estate, although I am always concerned about the policy of the trend, but now holds a large number of real estate stocks that day waiting for policy changes, I think not very rational behavior. “One fund manager said.