[Niu You Opinion] How can fund investments obtain positive returns in 2023?

In January we launched#2023年基金投资如何获得正收益？ #The topic attracted the attention and participation of many friends.

The image will bring together the opinions and strategies of different friends to provide you with thoughts and references from multiple angles.

I. Investment opportunities in the global market

Looking ahead to the global market this year, the Chinese market and the US market are undoubtedly receiving the most attention.

In terms of the Chinese market, some bulls are more optimistic about China's economic recovery this year, choosing to invest most of the capital in Chinese assets. However, as the global political and economic environment becomes unstable, risks also need to be carefully assessed.

@GavinZeng: In the first half of 2023, I will still maintain the basic direction of “going long with China”, invest most of my capital in Chinese assets, and continue to increase my positions through fixed investment. Since China's liberalization, there has been a clear trend of economic rebound, and 2023 is likely to be a year full of economic activity. The warm wind of various policies will continue to blow in. Incidents such as the relaxation of real estate, the relaxation of Internet regulations, the revival of the game version, and the re-listing of Didi taxis during this period can also be discovered one or two.

Click here >> I'll be home for the New Year right away. Let's talk about recent ideas and fund arrangements>>

As for the US market, there are those who think that US stocks may already be undervalued, while others think that the path to raising interest rates this year is still unclear. Currently, it is still mainly due to defense.However, the performance of US stocks has a great influence on global capital markets, so we also need to be wary of the risk of recession that may follow.

@Cute Patriarch Baby He said that based on his judgment that US stock valuations are at a low level and the adjustments made for risk avoidance brought about by the US Federal Reserve's interest rate hike and contraction, he will choose $Wellington American Premium Growth Equity Fund$ 。

Click to view>> 2023 positive investment base

2. Seize key track opportunities

Aiming at different markets, everyone also gave promising tracks separately.Currently, global technology, healthcare, energy, and the consumer sector in China are receiving a lot of attention.

@At one point ：

1. $Allianz Income and Growth Fund MDIs (MY0820561909.MF) $ There are currently nine or more interest rates. Most of the money base is in the US technology category. It's a 50% increase. I'm sorry for thinking too much, but the 20% return is unmistakably seeking a win in the midst of stability that has not been able to escape in two years. There is a steady stream of players in direct-to-head funds.

2. $BlackRock World Health Science Foundation (SW1061106388.MF) $ This board is worth keeping an eye out for. In particular, when it was close to $200, the risk was lower than that of ordinary funds because of the steady growth of medical related characteristics in a very systematic manner.

Click to view >> Fund segments worth watching in 2023

@Chongyang Investment：

1. With the release of economic vitality and the increase in market risk appetite, both A-shares and Hong Kong stocks have considerable opportunities for valuation restoration. Among them, under extreme valuation levels, Hong Kong stocks have benefited from the liberalization of the domestic epidemic, the increase in steady growth policies, and the easing of dollar liquidity. There may be more room for valuation repair than A-shares.

2. Structurally, we are most optimistic about companies that have both short-term recovery elasticity and long-term growth logic, especially companies related to the field of self-reliance and self-improvement in technology.

3. At the same time, there is still plenty of room for in-depth exploration of post-pandemic related topics. This includes not only areas of likely retaliatory consumption after the pandemic, but also possible compensatory investments in certain industries after the pandemic, as well as areas where the industry's supply pattern improved markedly during the pandemic.

Click to view >> Are there opportunities for Chinese stocks? From “double kill Davis” to “double click Davis”

Keep in mind, however, that “structural opportunities” can also be a trap, and investors need to conduct more in-depth market analysis and research.

3. Defend against the risk of recession

The global market is still facing great uncertainty in 2023, and special attention should also be paid to the allocation of defensive assets before capturing excess profits.

Many newcomers choose to defend against risks by investing in monetary funds, or fixed investments, diversified allocations, etc.

@13135303 (Grand Pride): Conservative funds are mainly currency funds. Although interest rates will flatten out in the future, they may not be able to rise again. There may be a downtrend, but I personally think that short-term currency fund prices will still stand at a high level. Purchase $Taikang Kaitai Hong Kong Dollar Monetary Fund $, low risk, high flexibility, higher returns compared to bank regular interest rates, lock in earnings, and ensure asset growth.

Click to view the original article >>How to buy a fund with both offense and defense to get high returns

@Hiiyo Kutsuki: A portion of the monthly salary is invested as savings and accumulated capital, hoping to make more profit from it and receive both wealth and interest. I chose fixed investment in the hope of balancing risks and reducing short-term losses.

Click to view > > How can working families get high returns from funds

@Calf beef duck: Fund partnerships are medium- to long-term investments. Find the perfect balance between persistence and flexibility, and expect positive returns just around the corner;

(1) If the initial investment period is less than two years, and it is still in the fixed investment plan, it is best to continue the fixed investment;

(2) If the invested fund has been invested for more than two to three years, it is time to check whether the current partnership is worth continuing to hold;

(3) A certain amount of deposit must be made in a money fund at any time. It can be invested and traded flexibly, and can bring a lot of return to investment fund cooperatives.

Click to view the original text>> 2023, different alliances, steady progress

The above are the strategies for fund investment this year shared by friends. When making investment decisions, we need to choose appropriate investment strategies and categories based on our risk tolerance, market expectations, and investment goals. No matter what choice you make, you must keep thinking rationally and do a good job in risk management and asset allocation.

Finally, thank you for your active participation. Click to learn more about Niuyou's wonderful views>> [Prizes] How can fund investments obtain positive returns in 2023?

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2. Participation Award: 50 points if the word count exceeds 30 words and the content is reasonable and well-documented.Due to the large number of winners of the Participating Awards, they will not be announced here one by one; as long as all the players who have fully complied with the rules will have a chance to win.

The above vouchers and point rewards will be distributed to the account within 3 working days. If you have any questions, you can add them@象象Chat privately with friends.

This document is not and should not be construed as a basis for soliciting, soliciting, soliciting, recommending the sale of any investment product or investment decision, and should not be construed as professional advice. Anyone reading this document or before making any investment decision should fully understand the risks and the characteristics and consequences of the relevant laws, taxes and accounting, and decide whether the investment suits their personal financial situation and investment goals, and whether they can withstand the relevant risks based on their personal circumstances. They should seek appropriate professional advice if necessary. Risk warning: Investments involve risk, and investors should carefully read fund information and related documents (including their risk factors). Investors are kindly requested to note that the price of fund products may rise or fall. It may change drastically in a short period of time. Investors may not be able to recover the amount they have invested in the fund. The past performance of the fund does not indicate future performance. If there are similar forward-looking statements in this article, such content or statement shall not be considered a guarantee of any future performance, and it should be noted that actual circumstances or developments may differ materially from such statements.

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