Jiang Xiaofei: the big capital layout of the Hong Kong stock quality targets of Small Cap Fund Sina 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! On each reporter Sun Yuting "Shenzhen Hong Kong through the opening is a definite event, if you didn’t buy Hongkong large blue chip, is now to the layout of a small cap stocks, regardless of how the market into the future, because it was cheap, and did not rise, so the security callback a little higher." Hong Kong Air approaching, about Shenzhen Hong Kong through gradually layout of asymptotic, recently accepted the "daily economic news" reporter (hereinafter referred to as NBD) interview, big capital (Jasper Capital) Dr. overseas chief investment officer Jiang Xiaofei talked about a possible way. November approximation layout also time NBD: for the market, Hong Kong stocks bull market argument, how do you see? Jiang Xiaofei: we do see from the lowest point in February 12th to now, the Hang Seng Index rose 30%, including all levels of index, the Hang Seng Index reached 24000 points. Technically, more than 20% can be regarded as a bull market, but also to see the U.S. S & P 500 index also rose by 20%, while Hong Kong stocks in overseas institutional investors, accounted for about 70%, these institutional investors with the developed countries in the world are the same, so the Hong Kong stock with major international stock market is a must the relevance of the. Over the past six months, a year why Hong Kong stocks suddenly wake up, in fact, from the macroeconomic and fundamentals, and not much change, so the value of the market itself is found. Of course, no longer worried with the external market Fed rate hike increase so fast also has a relationship. We hold a direct trading fund in Hong Kong stocks, not by the Shenzhen, Shanghai and Hong Kong, is an overseas dollar fund. For me, the Hong Kong stock market downturn or bull market, or just a little adjustment to open it, according to reason, how to do or how to do. What is the driving force behind the Hong Kong stocks since NBD:2 month low? Jiang Xiaofei: in addition to the global shortage of asset allocation, the Federal Reserve to raise interest rates to raise interest rates on the emerging markets, Shanghai and Hong Kong can not be ignored. In fact, since the opening in November 2014, Shanghai and Hong Kong through the amount of very little use, down to 10 billion 500 million yuan per day, north of $13 billion, only a few days with full, and the other is to use dissatisfaction. But recently there has been a change in the flow, such as the recent South of the capital of more than 4 billion yuan, and for several days. Of course, there is a very important reason, in August 16th the State Council announced the Shenzhen Hong Kong, an increase of more than and 100 shares of the Hang Seng Index of small targets, if at the end of November opened, must layout. The Hong Kong stock market active stock ahead of medium or large stocks and small stocks ahead, the small stocks of the Hang Seng index still lags behind a large stock of about 10~11 percentage points, indicating that the large amount of funds, is studied, with relatively stable targets for the Lord, not rushed to the Shenzhen tong. So I think the Shenzhen Hong Kong through theory相关的主题文章: