Opinon

Personal’s opinion (non-time) sensitive.

marketsaga2021-06-14
543

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…
Read More »
marketsaga2021-05-20
590

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…
Read More »
marketsaga2019-08-17
993

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. …
Read More »
marketsaga2019-07-14
887

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…
Read More »
marketsaga2019-01-25
1,812

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》
Read More »
marketsaga2019-01-17
788

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…
Read More »
marketsaga2018-10-15
1,561

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…
Read More »
marketsaga2012-08-28
778

Timing not important?

PIMCO launched its Total Return ETF in 2012-03-01. The ETF has delivered a return of 7.6% doubled its flagship fund…
Read More »