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China Investments and Pensions: Winter Edition 2011 Winter 2011

消费品资产中长期潜力巨大

Category: China
By 汇添富基金经理 袁建军

中国经济转型的一个重要方向在于提高消费和新兴产业占GDP的比重,逐步降低投资对于GDP增长的贡献率。随着中国资本市场的不断壮大,对于实体经济的反应也越发明显。目前中国资本市场中偏周期类的公司所占市值偏大。

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