財政部近日印發通知,將國有商業保險公司經營效益類績效評價指標“凈資產收益率”由當年度考核調整為“3年周期+當年度”相結合的考核方式,被市場解讀為鼓勵長線股權投資。請看本報昨日的報道: China has taken a move that effectively allows insurance firms to make longer-term investment in shares, adding to a drumbeat of support measures to revitalize the country’s stock market. ... “This is an opportune time for insurance funds to add positions in stocks, especially following buying by Central Huijin and the special approval of issuances of sovereign bonds, just as fundamentals are starting to improve,” said Li Zhan, chief economist at Shenzhen-based China Merchants Fund Management Co.’s research department. 報道中的position是“頭寸”,指投資者的證券持倉。 |