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2008年四季报显示,基金整体上认同2009年A股整体环境将明显好于2008年。流动性开始趋于宽松,政策累积效应逐步显现,从投资方面来看,政策和导向成为了主要的风向标,主题性投资将成为市场热点。
Four Quarterly Bulletin 2008 shows that the Fund as a whole recognized in 2009 the overall A-share environment will be significantly better than in 2008. Liquidity began to ease, and the cumulative effect of the policy gradually emerged. From an investment perspective, policies and guidance have become the major benchmark and thematic investment will become a hot market.