Pento_Investment

看好中国ETF,大盘股还有上涨动力

Long
AMEX:FXI   iShares China Large-Cap ETF
今年下半年国内经济周期见底,FXI成份股中周期股较多,上半年经济下行较大。下半年财政发力,专项债、税制改革提升了地方经济实力,预计明年上半年经济触底,工业和制造业活动上升,周期股应该有较不错表现。

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