The impact that expects fall after a rise exceeds to fall in CPI, field of A stock market got a chance that breath, but change dispirited market structure hard, concussion be issued to lower levels still is the market advocate fundamental key, face so low confuse market structure, many experts remind investor to pay attention to defence sex to invest the configuration of breed in succession, to this, long fill fund of active configuration bond to plan to hold the post of fund manager Liu Jing to be in China of be a guest fund net (Www.cnfund.cn) when the way develops a center, also speak of to investor, configure active bond fund to regard defence sex as breed, below weak force structure, can avoid what the market brings effectively to drop the chance that the risk gets asset rise in value at the same time.

Liu manager thinks, at present macroscopical economy is facing the risk of decelerate, stock capital fund still lies to search and affirm in bottom process, although there is no lack of level sex opportunity, but lack enough appeal on the whole. From the CPI that just gives heat data can see, future continues the trend of fall after a rise can determine. Above all successive a few months carries the price such as food all the time downtrend, become warped on the other hand of end element abate the fall that also conduces to inflation, the 3rd macroeconomic is added fast put delay to bring about demand to decrease, also constituted the pressure that CPI glides. To PPI, PPI the fall after a rise inside year also is a big trend, international a large amount of raw material price fall and input sex of inflationary pressure abate, will be the impetus that PPI continues to glide, additionally resource tastes the reform of the price and can not affect long-term trend of inflation. From the point of this angle, whole is macroscopical economic situation to prospective bond market it is very advantageous, inside bond capital fund or the time window that will make future 1 year or so, of the most valuable asset label.

To the stock market, liu manager thinks, the angle that configures from asset will consider, prospective 6-12 inside time window of the month, the appeal of stock capital fund is very finite, the market still lies to search and affirm in bottom process, because this does not suggest to configure stock capital fund too much in this paragraph of time; Although the market still may exist similar the opportunity that 4.24 phase sex rebounds, but this kind of level sex chance that holds stock market is compared to average investor hard the palm accuses. And from the point of economic cycle, economic cycle is divided commonly bilge for sluggish, decline, anabiosis, overheat 4 phase, in winter bond capital fund it is best investment target, and in this phase, the investment value of the stock also begins to be shown somewhat, enter anabiosis period stock capital fund will make best investment variety. And we are current the period that the market is in level sex sluggish to bilge to transfer to decline, so bond capital fund should make the variety of principal configuration, can obtain better steady gains, although from will for a long time look, the risk of stock market has been reduced greatly, but in the process that still is in sound foundation at present, so the risk still exists, proposal or the attitude that take discretion are treated. Consequently, current market to most investor character, remain the same should main in order to deploy the defence sex capital with lesser risk, for example bond capital fund.
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