RichieChen觀點懶人包 - 投資

By Christine
at 2008-01-09T18:50
at 2008-01-09T18:50
Table of Contents
原文恕刪....
感謝t大熱心的整理
----------------------正文開始---------------------------------
關於r大的投資觀
在我來看還蠻平實的.......
理念跟市面上的基金雜誌差不多
都是樂觀主義者 (不然誰買雜誌阿)
例如:雜誌常採訪基金經理人預測該基金投資標的未來願景
這樣也是一篇文章....有笨蛋會說自己基金標的前景不好嗎
過去幾年...把板上所有求明牌文內的基金都買一買
(當然包括r大看好的基金)
績效都是超乎想像的高.....
所以預測趨勢會繼續下去 並不是什麼特別的觀點
也沒啥好鞭的
(大家狂鞭他我想是還有其他理由的....不贅述)
------------------以下為個人淺見---------------------------------
新興國家股市過去漲成這樣
我想與其說"基本面好"不如說是"提供的願景好"
基本面不足以解釋過去的漲幅了
石油價格長期上漲 中國印度內需強勁 新興國家經濟快速成長等優勢
都不是最近幾年才有的優勢
至於願景帶動的漲幅會持續多久....我想這是連經濟學家都說不準的事
不管怎樣...風險配置還是要有的
--
All Comments

By Wallis
at 2008-01-11T23:23
at 2008-01-11T23:23

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at 2008-01-16T10:24
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at 2008-01-26T17:50
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at 2008-02-10T21:09
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at 2008-02-13T00:16
at 2008-02-13T00:16
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