Wang de Guo Kun optimistic about the pharmaceutical industry brought about by the culture media of e-ravbin

Wang de Guo Kun: optimistic about the culture media brought about by the pharmaceutical industry endogenous demand growth Sina fund exposure table: the letter Phi lag of false propaganda, long-term performance is lower than similar products, to buy the fund by the pit how to do? Click [I want to complain], Sina help you expose them! Pay attention to the endogenous market demand growth to around 3000, A stock market continued consolidation. Early on the trend of the economy was L type judgment again sparked a hot trend for the market outlook. Wang said the German Strategic Transformation Fund Manager Guo Kun day before, from the fundamental point of view, the current did not see a single factor to stimulate the economy up, so this type of L may be relatively long. Guo Kun said, overall, this year the capital market is still relatively abundant, but retail money into small, basic or capital stock of the game, this is a style more obvious this year. Since the end of 2014, there are three factors that support the bullish stock market: one is the reform with "Internet plus" as the representative of the two is to enhance the efficiency of industrial production for the 4 manufacturing industry brought about by the three is "The Belt and Road" open to external demand, capital output, the foreign exchange reserves and relatively low years of Chinese the production capacity to be output. Guo Kun believes that the above three factors are created by the demand for reform, has its special background, and in the subsequent development will be a long process. In the 4 industry as an example, because labor costs are rising, the Pearl River Delta, Yangtze River Delta and other developed areas of the companies prefer to replace the machine, in order to reduce the labor cost, so as to promote significantly the efficiency of manufacturing industry, but it remains in the stand-alone automation stage, on-demand set system of flexible production has not been reflected. Relatively speaking, the Guo Kun is more optimistic about the endogenous demand, including education, sports, media, pharmaceutical and other industries, although these industries in GDP accounted for less, may not necessarily lead to an explosive growth in 2014 as the "Internet plus" and the 4 industry, but these industries have more for the specific needs and expectations, and the representative of the growth of enterprise performance is very good, the expected growth is also very good, are worthy of attention in the next year and a longer period of time. (Liu Xiacun) Sina statement: this information reproduced from sina Associated Media, sina.com.cn posted this article for more information to pass, does not mean that agree with their views or confirm the description. This article is for reference only and does not constitute investment advice. Investors operate accordingly, the risk of their own. Enter the Sina financial stocks] discussion相关的主题文章: