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11/12/2019


 

市场波动中的分析和应对

当市场波动时,我们应该如何应对?首先需要判断这是波动长期还是短期原因导致的,其次这些因素的可预测性如何。

我们一般习惯性会把整个观测的层次分为三个层次,宏观,中观和微观。

在...

08/23/2019

实现资产的长期增值是每个投资者期望的目标。那么哪一类资产更能契合这一长期目标呢?我们尝试从美国的历史经验出发,大致窥探中国市场未来的资产配置机会。

  以1979年中为基期,40年间股票、债券、地产...

07/25/2019

市场展望

各位尊敬的投资者,很高兴在这里和大家分享一下我们对当前时点的一些看法,先从结论开始。从7月到年底,我们认为整个中国的经济还是一个筑底的态势,但是股市的表现不会太差,股市的机会大于风险。背后...

06/26/2019

​简介

       在研究周期性的行业时,我们需要分析行业过去重点周期的起因与结果。此次我们通过对2012年的煤价进行深度复盘,从供给、需求和库存三个维度研究分析,对煤价2019年的后续走势进行比...

05/01/2019

一季度回顾

        各位尊敬的投资者,大家好。2019年一季度,大类资产出现了股票、商品、债券齐涨的局面,背后反映的是流动性宽松的预期。这里我想重提一下年初上一次季度电话会议时我们的观点,当...

03/13/2019

Golden Pine fund has been ranked #1 in the Equity Long/Short - Pacific Rim category for the Year o...

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