金融投资的英文自我评价.docx
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金融投资的英文自我评价.docx
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金融投资的英文自我评价
金融投资的英文自我评价
金融投资的英文自我评价篇一
Thecompanyleadership:
Sincethebeginningofinvestmentatthefollowcompanyriskcontrol,theprincipleofprudentoperation,accordingtothecompanyatthebeginningofthemanagerofficemeetingandtheboardofdirectorsresolutionrequirements,graspthepreciousrallythemarket,paycloseattentiontonationalmacroeconomicpolicy,seriousmarketresearchanalysis,theexistingstockofgainsinexcessof20%ofthesharesatthebeginningofstockholdings,accordingtothemarketingconditionsincludetheunderweightinthefixedincomeinvestmentsaccountholdofallbonds,andthepartoftheoriginallong-termbondholdings.Thedetailedsummaryreportisasfollows:
Theinvestmentbusinesssituation:
1,stockinvestment:
sincethebeginningofinvestmentaccordingtothecompanyatthebeginningofthemanagerofficemeetingspirit,graspthegrail,preciousralliesinexistingsharesrosemorethan20%sharesinearlyvarietieswereunderweight.AsofDecember30,thebalanceofXXXXXX500,000shares,xxxx500,000shares,xxxx2millionshares,xxxx200shares,willcontinuetoreducetheremainingportionofthestockasthemarketchanges.
Asthereformofthesystemforissuingnewshares,andlistedinthesecondhalfoftheipoandthegemipostockofferingfullrecovery,initialinvestmentinaccordancewiththesecuritiesandexchangeabouttheipoinquiryandreformingthewayofoff-linesubscriptionrequest,selectivelyinvolvedinsanjinpharmaceutical,wanmacable,sichuanchengyu,Chineseconstruction,everbrightsecurities,CITS,Chinamerchantssecurities,China'sheavyindustry,gasinshenzhen,Chinanorthoftenstocksiposubscription.Together,theysignedthesichuanchengyuxshares,theChineseconstructionxshares,theeverbrightsecuritiesxshares,andtheChinesenationalbrigadexshares.Currently,sichuanchengyu,Chineseconstructionandeverbrightsecuritieshavepassedtherestrictionperiod.China'snationaltourism,Chinamerchantssecurities,Chinaheavyindustries,shenzhengasandCNRarestillinthemiddleofalimitedsaleandwillbegintounwindthesaleinJanuary.Wewilltakeaseriouslookatthemarketsituationandchoosetosellthelock.
Fundinvestment:
atthebeginningoftheyear,wepredictedthatthebigshockwouldbethemainformofthestockmarketthisyear.Therearedifferentopinionsamongtheindustrygroups,butitisagreedthatthestockmarketin2009wasmorevolatile,morelikelytoberiskierthanrisk,andthestockmarketopportunitywasgreaterthanthebondmarket.Accordingtotheschemeofdashengmanagerthroughthefirsthalfofthefundsinvestment,choosegoodfundthatbuysalargefundcompany,configuration5-6fundvarieties,singlenomorethanxconfigurationscaleoffundoftenthousandyuan,thetotalscaleofnomorethanxonehundredmillionyuan.Weaccumulatedsubscribestoremitaddrichselectionofstockfundsoftenthousandyuan,xhuaanmanulifestockfundsoftenthousandyuan,xfortishaitongselectedfundsoverseasxtenthousandyuan,longChengTongQingstockfundsoftenthousandyuan,xaiahuataiindustryselectedfundsoftenthousandyuan,xxofstrategystockfundtenthousandyuan.OneparentselectedfundsandlongChengTongQingstockfundshavereachedthepresuppositionofcheckpoint,andtheapplicationsofourredemptionandpartofitsredemptive,totalinvestmentincomextenthousandyuan.Wecurrentlyholdsafemanulifestockfundsoftenthousandyuan,xfortishaitongselectedfundsoverseasxtenthousandyuan,longChengTongQingstockfundsoftenthousandyuan,xaiahuataiindustryselectedfundsoftenthousandyuan,xxofstrategystockfundtenthousandyuan,thetotalsizeofatotaloftenthousandyuan,xsinglesizeandthemaximumtotaldoesnotexceedbothearlydashengmanagerapprovedfundsinvestmentscheme.
3,fixedincomeinvestments:
sincelatemarch,underthebackgroundofdevelopmentsofsharplythanexpected,thebondmarkethaschangedtheoriginalbullmarketdevelopmentpattern,andcollapse,althoughinmid-februarytomid-marchbrieflyreboundtorepair,butinlatemarchupfurtherdeclines.Sincethebeginningoftheyear,majorbondindexeshaveseennegativereturns,andbondinvestmenthasfacedhugemarketrisksandpressures.Wedeterminetheipoandpassthebillexpectedalargerimpactonthebondmarket,andthecombinationofhighsecurityrequirement,inordertocircumventtheshort-termvolatilityofbond,weaccordingtothechangeofmarket,bondmarketreboundedslightlyinthefirsthalfoftheyearwhenthebatchsellholdingsofTreasurybondsandfinancialbonds,asofJune30,combinationhasshortpositions.SincethefixedincomeinvestmentbusinessinNovember20XX,thefixedincomeportfoliohasaccumulatedpositivereturns,butthecumulativegainssinceJanuary20XXhavebeennegative.Inthefirsthalfoftheyear,fixedincomeinvestmentandtheoriginalholdingsoflong-termTreasurybondstotaledrmb10,000.
Second,thenextstageofworkplan
20xxyearssincethebeginningoftheyear,underthebackgroundofthestateshalladoptrelativelyloosemonetarypolicy,alongwithaseriesofpolicyofstimulatingdomesticdemandandnineindustrialrevitalizationplanning,nationaleconomysignificantlydeclinedtrendhasbeencurbed,thelateststatisticsshowthatthemacroeconomyhasbeguntorecoveryisstrong.Inexpectationsturngoodfundamentals,thestockmarketsincethestartofawaveofintermediaterebound,reboundatthebeginningoftheShanghaicompositeindexhasfallenfrom1849pointsto3300pointsormore,thevastmajorityofstockisariseofabout70%to80%inthepreviouslow,somestocksevenreachedmorethan100%.Astheeconomicfundamentalscontinuetoimproveandthecountry'spoliciesaregraduallyimplemented,marketconfidenceisrecoveringandforeignfundscontinuetoflowintothestockmarket.AlthoughtherecentShanghaiindexfallinthenear2800consolidationbutisgenerallybelievedthatthisroundofadjustmentforexcessiverisesafternormalcallback,thecallbackamplitudeandtimearenotmorethanexpected.Thecountryisexpectedtocontinuetocarryoutrelativelyloosemonetarypolicyuntiltheendoftheyear,whenpolicytweakswillbemadeinlightoftheeconomicrecovery.Inthecontextofthismacropolicy,thestockmarketrallyshouldlastuntiltheendoftheyear,andindividualstocksstillhavesomeroomtorise.Asstocksrisingup,sincethebeginningofthebondmarkethasbeenundershockdownward,withinflationexpectationsrisenextyear,theoveralldirectioninthesecondhalfofthebondmarketisstillinthedownsideways.
Stockinvestment:
inthefirsthalfoftheyear,theinvestmentdepartmentheldavaluablereboundinthemarketbasedonthespiritofthemeetingandtherequirementsoftheboardofdirectorsatthebeginningoftheyear.Someofthelargergainsinexistingstockshavebeenreduced.Thereisnotmuchstockleftinthestock,andthepositionislighter.Asthemarketcontinuestoevolve,itwillcontinuetoreducetheremainingportionofthestock.Atthesametime,withthecomprehensiverecoveryofofferingbusiness,wewillgivefullplaytotheadvantageofthecompanyastheipoinquiryobjectposition,choosethequalityisgood,pricereasonablegoodcompany,activelyparticipateintheipoofofflineandonlinesubscriptions,overallcontrolwithinashort-terminvestmentproportionintheinvestmentscaleofcasestostriveforabetterreturnoninvestment.
2,bondinvestment:
thebondmarketgraduallytogoodmacroeconomicdatainthefirsthalfofexperienceshockandimpactonthefinancingsideiporestart,interestrateandcreditproductshaveexperiencedasubstantialadjustment,expectsthistoadjustthetrendisexpectedtocontinuetoyearsevennextyear.Ingeneral,willstillbelargerthantheopportunitiesinthesecondhalfofthebondmarketrisk,forthenextstepofmarketoperation,webelievethatthebondmarketwillcontinuetobeaffectedbyipoandinflationexpectations,remaincautiousonfixedincomeinvestmentsstrategychoice,keepcashposition.Currentlyholdbondsvarieties,wethinkthatafteracarefulanalysis,giventhecurrentlevelofinterestratesarestillhistoricallylow,withthecontinuousstrengtheningofinflationexpectations,isexpectednextyearnationalmonetarypolicywillgraduallyenterthecycle,forallkindsofbondsvarietiesformationpressure.Xxnationaldebtdurationismorethanxyears,belongtolong-termbonds,ininterest-rateincreasesthepriceimpactisbigger,suggestapreliminaryinquiryintothebondmarketsinthebank,ifthereisaidealopponentofferwillconsidersellingriskaversion,givenneartheendoftheinterbankmarketactivitydecreases,ifthereisnosuitableoffer,maychoosetocontinuetoholdforthecouponincome;Xxnationaldebtdurationisshorter,lessthanhalfayear,isabouttoexpireinFebruary,thecouponrate2.66%bankdepositrateissignificantlyhigherthanthesameperiod,torecommendholdexpirestohonour.
金融投资的英文自我评价篇二
20XXhengqinfinancialinvestmentco.,LTD.(hengqingoldinvestment)isformallyestablishedinthedistrictpartycommitteeandthedistrictcouncil.Overthepastyear,hengqintightlyaroundthedistrictpartycommittee,districtmanagementcommitteeofthecompany'sdevelopmentorientation,perfectingthecorporategovernancesystem,promotethebuildingoftalentsteam,strictconstructionofriskpreventionandcontrolmechanism,scientificbusinesslayout,alltheworktoachieveagoodstart.
First,20XXworkingcon
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