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作为诺安信用债券一年期定期开放债券型证券投资基金的拟任基金经理,谢志华更看重的是债券市场的投资机遇。他认为,债券牛市的终结有待于宏观基本面的明确好转及通胀预期的上升。货币偏松,经济偏弱,当前的经济形势可谓十分复杂。一方面,CPI(消费者物价指数)涨幅超出市场预期;另一方面,全社会用电量的回落表明大量资金未进入实体经济。因此,企业基本面短期难以得到改善,
As promise credit bonds one-year fixed-term bond securities investment fund intends to fund manager, Xie Zhihua more emphasis is on the bond market investment opportunities. In his opinion, the end of the bond bull market needs to be clearly marked by the macro fundamentals and the rise in inflation expectations. The currency is loose and the economy is weak. The current economic situation can be quite complicated. On the one hand, the CPI (Consumer Price Index) rose more than expected; on the other hand, the drop in electricity consumption in the whole society showed that a large amount of funds did not enter the real economy. Therefore, the short-term business fundamentals are difficult to be improved,