The strengthening of the yuan Goldman Sachs predicts a big rebound in A shares next year, how to lay

Mondo Finance Updated on 2024-01-19

Over the past period of time,RMB exchange rateExperienced a continuous **, from 73 all the way to 71. It shows the results of a combination of internal and external factors. Externally, global markets loosened as the Federal Reserve held off on raising interest ratesRMB exchange rateA support was formed. Internally, China's financial data for October beat expectations, suggesting that ChinaEconomyIt is stabilizing and rebounding, and the ** financial work conference has also released a strong signal of "stable expectations". ** Show, next yearChina**A significant ** is expected, with the MSCI China Index and the CSI 300 Index expected to be 12% and 15% respectively. Now is a good time to make a good start to the coming year, and the CSI 300 index is considered to be more attractive for investment in comparison.

The CSI 300 Index is one of the more classic broad-based indices in China that represents "core assets". It is composed of 300 ** with a large a** value and good liquidity, which contains a wide range of industry distributions and covers traditionsEconomyand emerging industries. Whether it is in terms of market capitalization, operating income, net profit or dividend amount, the CSI 300 Index is locateda**fieldof the top floor. By comparing the trends of the CSI 300 Index and domestic GDP, it can be found that they have similar "synchronicity" in terms of operating income and domestic GDP. This shows that investing in the CSI 300 Index can be shared in ChinaEconomyLong-term dividends of growth. From an investment point of view, statistics show that in the past few years, the active equity of the CSI 300 index has been able to outperform each yearOnly 58%。

The CSI 300 index is strong, even for active equityIt's also a difficult thing to overcome. Therefore, for ordinary investors, tracking the index is a more sensible choice. By closely tracking the CSI 300 Index, investors can earn as much as the index, and if they can outperform the index slightly, it would be even more perfect. For CSI 300 Index Enhanced Products, China Universal has done quite well. toCUAM CSI 300 Index Enhanced A(005530) for example, the excess return in the first three quarters of this year has reached 521%, and in the past year the performance in the same categoryRanked highly. This oneIt has also shown remarkable performance in the market**. Excellent exponential enhancementBeing able to fall less on the index and rise more on the index** provides investors with a better holding experience.

Well, exponential strengtheningHow can we continue to generate excess returns?I thinkCUAM CSI 300The main reasons why index enhancement can achieve good alpha in the long term are as follows: First,CUAM CSI 300 Index Enhanced AThe quantitative enhancement strategy is adopted, and through multi-dimensional quantitative factors and systematic investment and research processes, the defects of subjective investment are avoided as much as possible, the returns are clearer, and the performance can be replicated to a high degree. Secondly,CUAM CSI 300 Index Enhanced AManaged by an experienced team, jointly managed by Wu Zhenxiang and Xu Yizun. The team members have more than 10 years of investment management experience, and have rich experience in the management of public offerings and outsourced products of large institutions. They have accumulated a lot of data and factors from their past investments, which has become their secret to creating alpha**. In addition, CUAM's fundamental investment research team also provides strong support for index enhancement products.

To sum up,CUAM CSI 300Index Enhancement (Class A 005530C 010556) is a company with excess returns。At the moment, domesticEconomyrecovery, Sino-US relations eased,RMB exchange rateFactors such as strength have provided support for the CSI 300 Index. The CSI 300 index is also good value for money, with a high margin of safety. Therefore, investors can pay more attentionCUAM CSI 300Exponential enhancement

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