Expert's View 名家觀點
五月 1 , 2022
by Charles Cheng, CFA Inflation is a major concern for USD and global investors again after hitting levels not seen in over 40 years. US CPI inflation hit 8.5% YoY in March 2021, the highest since December 1981, due to the rec […]
四月 1 , 2022
by Charles Cheng, CFA The past few weeks have been marked with multiple crises. From the Russian invasion of Ukraine to the breakthrough of COVID-19 in China to extreme heat being recorded in the Earth’s poles, the consequence […]
三月 1 , 2022
by Charles Cheng, CFA What does it mean to be a contrarian in investing? According to some respected investors, being contrarian is the only way to outperform the public market. After all, if you are doing something everyone e […]
二月 1 , 2022
by Charles Cheng, CFA Entering the new year, it’s worthwhile to reflect on your investment performance in the past 12 months and also your investment strategy going forward. Investing can be a rewarding endeavor but also somet […]
一月 1 , 2022
Charles Cheng, CPA As 2021 draws to a close, world equity markets are likely to finish the year in the positive and with an above average annual return despite the rough performance of some sectors and geographies like emergin […]
十二月 1 , 2021
At the start of the year, discussion around financial markets was dominated by talk of asset bubbles as shares in money losing companies were finishing a massive run up that started from the second half of the previous year. Worldwide searc […]
十一月 1 , 2021
With all the worry in the media about inflation, supply chain disruption, rising rates, COVID variants, and high valuations, equities have continued to run higher. World stocks are around all time high levels, led by US equities, with the S […]
十月 1 , 2021
by Charles Cheng, CFA Why do stocks and other securities move? The quick answer is, it’s complicated due to the different behaviors and motivations of the people who trade them day to day. There are a multitude of reasons, som […]
九月 1 , 2021
by Charles Cheng, CFA Since July 22nd (up to August 22nd), the government of China announced or hinted at rules to limit the business activity of the education, trust, movie, food delivery, video game, streaming video, and oth […]
八月 1 , 2021
by Charles Cheng, CFA The economic story of the first half of 2021 was one of recovery. With the proven effectiveness of vaccines and the opening up of daily life in many countries, the question was about how fast the bounce b […]
七月 1 , 2021
by Charles Cheng, CFA The US dollar rose versus other currencies, gold prices fell, and short-term US Treasury yields moved higher leading up to and following the closely watched two-day FOMC meeting ending June 16th. The mark […]
六月 1 , 2021
Different Flavors of Risk 不同的風險偏好 by Charles Cheng, CFA Rapid declines in recent weeks for previously strong performing assets like crypto currencies and certain information technology companies has highlighted the inhe […]
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