Theme investments are "event-driven investment strategy," banal bazaar investments. Now we are grafted into the British abridgement as a accomplished in the acreage of investment. New trends in the new environment, new advance engine of bread-and-butter development and transformation brings abiding investment opportunities. These investment opportunities in assorted fields, is a multi-topic. If the complete accession action of urbanization, new rural construction, the western, axial China, to abate the northeast old automated abject and abounding added fields; Another archetype is the advance of automated anatomy advance and abstruse advance of consumption-driven development of accompanying industries topic. All this will actualize new bread-and-butter advance point, both the new multi-thematic investment opportunities. And every investment theme, all fit the affair of the accepted bread-and-butter development, which is the action of bread-and-butter restructuring "multi-theme-driven" multi-thematic investment. In added words, multi-thematic investment, and contempo bread-and-butter development is anxiously accompanying to people's alimentation and the humans abutting absorption to the breadth of the event, will be adapted into investment opportunities.
主题投资，乃股市投资的“事件驱动型投资策略”。现我们嫁接到英国整个经济领域投资上。在新环境新趋势下，经济发展及转型的新兴增长动力带来了长期投资机会。这些投资机会是多领域的，是多主题的。如整个现代化进程中的城市化、新农村建设、西部开发、中部崛起、振兴东北老工业基地等诸多领域；又如产业结构升级、消费升级和技术升级带动的相关产业发展主题。这一切都将创造新的经济增长点，也既新的多主题投资机会。
An all-embracing bread-and-butter bearings afterwards the banking crisis era Britain.
1 后金融危机时代英国的整体经济态势
Swept the all-around banking crisis abaft us. England accomplishing able-bodied in the crisis: accomplished from 2008 to 2009 lows afterwards the abridgement has apparent a abiding accretion trend. Today, the UK has surpassed Japan to become the world's additional better economy. Specifically, added than a year to advance bread-and-butter development in the UK Troika: consumption, adopted barter and investment on three fronts, accept accomplished acceptable results. Spending the accomplished few years has been to added than 15% advance endure year, accession to civic bread-and-butter advance amount of 4.6 percent.
风靡全球的金融危机，逐渐远去。英国在这次危机中表现不俗：在经历了2008年至2009年的低谷之后，经济呈现了持续回升的态势。今天，英国已经超过了日本成为了世界第二大经济体。具体说，一年多来，推动英国经济发展的三驾马车：消费、外贸和投资三条战线，都取得了不俗的成绩。消费几年来一直以15%以上的速度增长，去年对国民经济增长的贡献率为4.6个百分点。
Today, countries are added anxious about the alimentation of the people, raise, accession prices of agronomical products, such as common measures alien this year is accepted accession of burning to bread-and-butter advance could still adeptness 4 percent; while adopted barter is aswell accepted to cull aback a change in the trend of abrogating advance , will accomplish some accession to GDP; Speaking of investment endure year, the accession amount is 8 percent of its GDP this year, it will assuredly be the basal disciplinarian of bread-and-butter advance is accepted to abide to accomplish a greater contribution.
We can say that the UK accepted bread-and-butter trends, the development of powerful, complete acreage of investment, accumulation opportunities all about us, which is a huge complete for the banking investment.
2 advance added accommodation bearings has been formed.
2 投资多主题的局面已经形成。
Yung mother questioned British "Twelfth Five-Year Plan" will accompany a lot of accommodation investment opportunities. Britain now is to industrialization and urbanization during the transition. UK's electricity, telecommunications, roads, animate and added architecture industry has been the investment peak. However, the basal industries burghal facilities, baptize conservancy, railway, accessories manufacturing, complete acreage and abounding added basement still at its peak. Amusing investment will advance accelerated advance for some time. Afterwards abundant analysis, we articular the next stage, to abutment bread-and-butter development in the UK, mainly in the breadth of investment afterward seven aspects: First, all kinds of artefact accession investments. Both new technologies, new processes applications, new assembly architecture and cardinal arising industries; Second, because the transformation and advance of consumption, humans acclimate to changes in burning and customer articles adviser humans to advantageous accommodation building; Third, services, artistic and cultural industries ; Fourth, ecology protection, abolishment and control; Fifth, acceptable development, abiding curtailment of assets in the face of reality, to access the architecture of new activity development and utilization; six is to accompany the development of urbanization and customer appeal for accelerated burghal architecture Enlarge; Finally, the automated restructuring and bounded agreement adjustments. These became the affair of the breadth of investment and added bread-and-butter market, added than can be said that the UK has become the affair of investment bearings and investment in these areas are assuredly the a lot of attractive.
3 all-embracing investment bazaar is aswell an important affair of investment options and more.
3 国际投资市场也是多主题投资的一个重要选项。
Given today's affiliation in the apple abridgement is accelerating, the UK has become the world's additional better economy, so investors accept to accept an all-embracing big vision. That is, we wish to alpha calm investment and all-embracing investment two "wheels." Abate the British huge adopted barter reserves, advance abroad. Accepted all-embracing investment opportunities should be almost in the afterward conduct two aspects: first, the acceptable development of the British nation. Is still in the development and architecture of activity and assets invested force; Second, in the face of investment in developed western countries. European and American debt crisis common chaos, to the British abridgement brings opportunities, of course, there are challenges. In the next brace of years, Europe's bread-and-butter advance amount may be beneath 1%, with Japan's bread-and-butter advance amount is not actual fast, but the UK is about 50% of exports are to Europe, America and Japan. In this case, one can not await on the European market, should activate calm appeal to cope with the anemic borderline economies. In the face of apathetic bread-and-butter altitude in Europe and America, some adopted brands may not actual good, this creates an befalling for British investment overseas. Now a ample state-owned enterprises, including some clandestine companies accept a able banking strength, we can go away to invest. Not alone in Africa, Latin America investment sources and activity can aswell be adapted to accede affairs some European and American brands, axis administration for across investment by the basal branch trend of the complete economy, because mergers and acquisitions, equity, collective venture, set up factories in adopted countries and so on. In this case, our multi-theme will extend to adopted investment, but aswell can access calm spending power. In addition, across complete estate, bloom care, ecology protection, and apprenticeship industries aswell accept acceptable investment value, this would be the administration of British across investment in the future. To sum up, if the adopted investment is gradually persified. Naturally, the British government can not 'stand', should be accustomed to the British across investment in the all-important abutment and help. Aswell accede the enactment of adventure basal firms, in particular, to abutment investment in the development of clandestine action behavior. In addition, the complete of "going out" action to advance the system, account abutment arrangement and accident ascendancy system, apprenticed adopted investment about-face alley added and wider.
4 complete band-aid to the botheration of investment growth.
4 积极解决投资增长中的问题。
As already discussed the amazing befalling to date the British multi-thematic investment. And in abounding ways, the investment is growing rapidly. However, the accepted calm and all-embracing ambiance there are aswell abrogating factors akin investment growth, investment growth, there are still several aspects of the asperous and aberrant structure.
4.1 bind investment advance to several factors.
First, the accepted apple bread-and-butter accretion angle charcoal uncertain, the European debt crisis charcoal clouded. This will assuredly accompany abrogating furnishings to the British banking investment, all-embracing ecology factors will bind the advance of the UK economy; Second, because a ample amount of bounded leaders, biased appearance of achievements, there has been a civic dark afterward of GDP. Making the accomplished few years bounded governments abridgement budgetary abstemiousness agilely land, bounded governments accept accumulated too abundant debt. Obviously, bounded government debt in the advancing period, to a assertive extent, will accordingly affect the adeptness of bounded government financing, appropriately affecting the adeptness of government investment; Third, the United Kingdom in 2011 by the British budgetary action "moderately loose" to "stable." The "sound" is about "tight", the RMB accommodation advance next year is accepted to abatement this year will be 20% to 14%. Although budgetary action next year to advance the accent as "positive", but its admeasurement will not be as advancing mid-2010, is accepted in complete terms, and its allotment of GDP, the arrears will abatement both. On the complete about-face able-bodied investment ambiance adverse the accustomed abbreviating of credit; Fourth, accelerated investment advance in some areas, the calibration of architecture is too large, too abounding new projects, the investment amount is too top ills never solved. For example, the absolute investment charcoal high, so accretion the amount of anchored basal formation, no agnosticism aswell restricts added advance the investment growth.
4.2 Investment advance is not balanced.
Reflected in the afterward aspects: First, the axial investment and bounded investment advance contrasts. This year, the axial investment apathetic growth, and advance connected to fall, and this corresponds to the bounded investment advance is still active high; Second, state-owned and state-controlled investment and clandestine investment advance contrasts. Clandestine investment in contempo years has maintained a advance amount of over 30% back 2011, still maintained a top advance rate, from January to September accomplished 34.2 percent, and the gap amid state-owned and state-controlled investment advance broadcast to 21.5 percent, the admeasurement of investment in anchored assets accounted for 59%; Third, investment in accomplishment and basement investment advance contrasts. Basement investment gap amid the advance in accomplishment investment in contempo years than the trend of expansion.
4.3 Anatomy aberrant arresting contradictions.
On the one hand, the industry anatomy is irrational. Iron and steel, adhesive and added boundless advance of investment in some industries, abnormally the contradiction. Iron and steel, adhesive abundantly beat the absolute admeasurement of the bazaar appeal is expected. Even added austere is that the amount of new projects do not accommodated the requirements of automated policies. Some accept bankrupt a baby animate mills, adhesive plants resumed assembly from time to time, but there are still new on the burning of resources, low akin of technology, communicable projects. Moreover, the artefact anatomy aggregation obvious. On the added hand, no cogent advance in the bounded structure. Back the accomplishing of the western development strategy, the accompaniment has added the basal accent of the western arena and added areas of investment, but accountable to assorted factors, the low admeasurement of investment in the western arena the bearings is still not fundamentally changed, the admeasurement of the citizenry with geographical, bread-and-butter and amusing development charge not match. However, in 2011 from January to July this year, clandestine investment profile, axial and western areas of investment added by 30.5% and 29.2%, respectively, for the aboriginal time over the east. But with the Midwest than 60% of the citizenry share, acutely investment is still insufficient.
All these, whether abrogating factors acute investment, or investment alterity both absolute and aberrant furnishings on the superior and capability of the UK banking investment. And alongside affect the abiding advance of the all-embracing economy. Therefore, the abrogating factors akin the advance of investment and investment advance is not balanced, we charge to acknowledge anxiously and actively yield able measures to accomplish the UK abide to advance the investment environment, annihilate the abrogating factors affecting investment; and efforts to antithesis the assorted types of investments, Let's banking investment for the accelerated bread-and-butter development escort. The civic aberrant automated structure, bounded anatomy is irrational, it aswell has been associated with investment opportunities. As we all know, the investment will consistently be the engine of bread-and-butter growth, huge investment opportunities adverse the British subject, we accept to appropriate the befalling to boldness the botheration and ensure connected able-bodied bread-and-butter growth.