Posts Tagged ‘Stocks’

Aon To Buy Hewitt For $4.9 Billion To Expand Consulting Business

Monday, July 12th, 2010

Insurance broker Aon Corp. announced its acquisition of human-resources consulting and outsourcing company Hewitt Associates Inc. for $4.9 billion in cash and stock to expand its consulting business.

Aon will pay $50 per Hewitt share, representing a 41 percent premium to Hewitt’s closing stock price of $35.40 on Friday.

Aon plans to integrate Hewitt with its existing consulting and outsourcing operations and operate the segment under the newly created Aon Hewitt brand, the company said.

“This merger will give us a broader portfolio of innovative products and services focused on what we believe are two of the most important topics in the global economy today – risk and people,” Aon chief executive Greg Case said on Monday. (more…)

抓住2010年的结构性增长买基金

Saturday, December 26th, 2009

2009年,全球主要国家以非常规的定量宽松政策应对非常态的全球金融危机。在全球经济逐步走出低谷的复苏之路上,“繁荣宽松”的信贷盛况不可持续。在中国执行适度宽松货币政策导致货币供应量急剧上升,新增信贷爆发式增长,超额流动性刺激资产价格快速上涨,下半年后信贷规模逐步回归常态。预计2010年防控通胀预期的压力上升,货币供应量增速将低于今年水平,预计全年M2增长20%左右,全年新增信贷规模约7-8万亿元,月均在6000亿元上下,并保持前高后低态势。

货币政策上,“繁荣宽松”退出和“适度宽松”动态微调在某一特定阶段将影响市场流动性,海外热钱的涌入和第三次居民储蓄搬家将成为流动性接力棒。对于国内的股票市场而言,特别是在2010年上半年,在不考虑其它因素情况下,结构性充裕的流动性必然推动结构化泡沫行情。2010年,预计中国经济将形成增速较快、通胀较低的平稳运行局面,内需强劲与外需回暖支持经济持续复苏,宏观经济将启动新一轮增长周期。推动中国宏观经济的三驾马车有望形成“两快一慢”的格局:预计全年GDP同比增长9.2%左右,固定资产投资增速约为25%左右,社会消费品零售总额指标名义增速将达16.5%左右,出口将增长8%左右,进口增长15%左右,CPI全年涨幅约3.0%左右,PPI全年涨幅约4.0%左右,工业企业利润增速将达15%到25%。A股公司业绩增长将沿着健康通道上行,预计业绩增长区间是15%-30%。业绩增长将在季度财报、半年度财报和年度财报等特定阶段引发A股市场成长重估。
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