Yang Rui: Change of monetary system grip resource Theme

Bosera Fund Vice president, chief strategy analyst, mixed group investment director, Bo Time Balanced Configuration fund manager Yang Rui, said in an interview with the Securities Times, the United States this direct printing presses the U.S. dollar, this policy in the long run, in fact, is harmful, short of the specific medicine, put to the long-term may be poison.　　Under the backdrop of the unchanged U.S. quantitative easing and the depreciation of the dollar, emerging market countries such as China will face a long period of inflationary pressure. Yang Rui said that in the process of rebuilding the International monetary system, gold remained bullish.　　The way in which the United States is reviving its economy has made the depreciation of the dollar the only way for global economic imbalances to adjust automatically, so the role of gold as a monetary attribute will be reflected. Yang Rui that the world's large number of currencies ultimately to find a way out, from the international perspective, the current currency chasing yen, gold, oil and agricultural products are relatively strong, funds from the United States dollar, the euro outflow, pushing up the yen, the Chase is also reflected in gold, oil, agricultural prices rise. Domestically, property has absorbed some of the liquidity, and other luxuries such as high-end wines, jade, and scarlet robes have become the object of the chase.　　From the point of view of configuration, precious metals and rare metals have great opportunities. Yang Rui finally pointed out that with the Shanghai Composite Index station 3,000 points, in the choice of asset classes, the preferred resources, including energy minerals, metal minerals, non-metallic minerals, followed by energy. Especially now China stresses economic transformation, the development of emerging economies inseparable from rare metals, including rare earths, titanium, tungsten and so on.