Blog
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Would Real and Rouble Continue
Central bankers in the developing world are treading a fine line managing price pressures in places where the scars of…
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Italian Rebound Spread between Italian and German Compressed
Data published on Friday (2021-05-28) by the European Commission showed that Italy’s economic sentiment index rose 11 points from the…
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Italian and German Bond Widening?
The spread between Italian and German bond yields is widening…Although the benchmark bond yield is still much better than the…
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World Economy At the Crossroad
I think the world economy’s is at the crossroad – whether there will be recession in the next 12 months. …
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Franklin Templeton Expect US Yields to hit 3%
Sonal Desai, Chief Investment Officer of Franlin Templeton’s $152 billion fixed income group, still believes that US Yields to climb…
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中美贸易战之我见
近日，广发银行联合西南财经大学发表了一份长达76页的《2018中国城市家庭财富健康报告》（以下简称《报告》）揭示了中国城市家庭财富管理的现状、特征及问题，和公众对银行产品服务的态度与需求也做了全面统计。 这图揭示中美家庭总资产配置对比：个人认为如果中美贸易战，时间的推进将对美国更不利。因为，美股已历经十年的牛市。各个方面的指标都相对高。故，如果股市崩盘，美国的压力将更大 – 42.6%的美国人投在金融资产，相对中国只有11.8%。 反之，崩盘后的中国股市的指标都相对的低廉。再者，各个指数如：MSCI，FTSE等都将把A股纳入其指数。QFII合格境外机构投资者的资金将提升至3000亿美金，我相信中国股市将更吸引人，潜质更大。 Reference 中国基金报，2019-01-19，《中国人的钱近80%都去买房了！炒股仅用1%》 多维新闻，2019-01-14，《QFII额度翻倍至3000亿美元 “远水”能否解A股近渴 》
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John Bogle’s Quotes – My Favourite
These are my favourite quotes from John Bogle: Diversification: “Don’t look for the needle in the haystack. Just buy the…
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Best Financial Advice from the New Bond King – Gundlach
Here is the “best financial advice” from the New Bond King – Jeffrey Gundlach, CEO of Doubleline: Patience is the…
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The FEAR is Back!
The FEAR is back! Emerging market currencies: Argentina, Brazil, India, Indonesia, Turkey, South Africa are hit as the Fed continue…
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Will S&P 500 outperform Russell 2000 for the rest of 2018?
According to S&P Global Inc, S&P 500 companies have 43% of their sales derived from overseas in 2016. On the…
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