What is China Europe Insight?
Central Europe Insight One Year Holding Mixed (012647) is a partial equity mixed fund issued by Zhou Weiwen again after two years. In the subsequent investment layout, Zhou Weiwen will focus on two types of investment opportunities in the economic transformation. The first category is emerging industries with a high degree of prosperity, such as new energy, autonomous driving, Internet of Things, AI, cloud computing, innovative drugs, innovative medical devices, medical services, etc. The second category is the market capitalization and the boom in the market. The second category is the market value and boom in the low level of the industry, such as food and beverage, hotels, tourism, aviation, gaming, banking, real estate, etc., this kind of epidemic affected the most, valuation in the low level.
Is CEE Insight worth investing in?
Central Europe Insight is indeed a product that deserves long-term attention, but there are still some matters that investors need to be aware of. First, stock assets fluctuate greatly, and CEE Insight is suitable for investors who have long-term free funds, can withstand a certain degree of volatility, and y recognize Zhou Weiwen's investment philosophy. Second, I believe Zhou Weiwen has the ability to consistently generate excess returns, but investors need to maintain a reasonable expectation that the fund's past performance is not indicative of its future performance.
What are the opportunities for CEE Insight?
Central Europe Insight focuses on two types of opportunities, first, emerging industries that will continue to see positive sentiment for many years to come, such as new energy, automated driving, Internet of Things, AI, cloud computing, innovative medicines, innovative medical devices, medical services, etc., but the valuation of most of these industries is high; and second, industries with market capitalization and sentiment at a low level, such as food and beverages, hotels, tourism, airlines, gaming, banking, real estate, etc., these industries are greatly affected by the epidemic and their valuations are still at a low level. Another major feature of CE Insight is the one-year holding period, which means that after subscribing to the fund, you need to hold it for at least one year before redeeming it. The one-year holding period can effectively avoid the funders to chase up and down, but also help to keep the fund size stable and reduce the fund manager's work pressure.