Expert's View 名家觀點
十月 1 , 2020
Signaling Noise 信號噪音 by Charles Cheng, CFA Imagine that someone offers you $1,000 USD for one of the face masks that you have no doubt stockpiled in your home. Let’s say you that you have over 1,000 of these masks. Woul […]
九月 1 , 2020
Discipline 紀律 by Charles Cheng, CFA Investors can be successful in all sorts of styles, whether that’s short term, long term, quantitative, event driven, or fundamental. Even mixtures of these investment styles can work, as di […]
八月 1 , 2020
Election Noise 選舉噪音 by Charles Cheng, CFA Another four years has past and we’re on the eve of another closely watched US Presidential election that will likely have significant effects on the rest of the world. Market updates, […]
七月 1 , 2020
Change is Certain 改變是肯定的 by Charles Cheng, CFA Our focus on the US market continues, given the outsized role US equities have in world benchmarks, and that US policy has on the rest of the world. Amid the coronavirus pandemic, […]
六月 1 , 2020
Interesting Times 有趣的時代 by Charles Cheng, CFA During the global COVID-19 pandemic, investors may be second guessing their own actions in a time when market prices and sentiment swing dramatically from day to day. Whether one i […]
五月 1 , 2020
What is the Market Signaling? 市場帶來了什麼信號? by Charles Cheng, CFA From the market peak on Feb 19th to March 23rd, the benchmark US S&P 500 Index fell over 33%. It then subsequently rebounded over 24% over the subsequent month, retra […]
四月 1 , 2020
Re-orienting after the Crash 市場崩潰後的重新定向 by Charles Cheng, CFA Unprecedented. That is one way to describe the March meltdown in US and global financial markets. Not even in Great Depression or global financial crisis has a bear market […]
三月 1 , 2020
Investing through the Outbreak 疫情中的投資 by Charles Cheng, CFA The COVID-19 coronavirus outbreak has inspired fear, severely inhibited daily life, and has resulted in many hospitalizations and tragic deaths, particularly in China […]
二月 1 , 2020
Behavioral Finance and the Personal Investor 行為金融學及個人投資者 by Charles Cheng, CFA It’s been 50 years since Daniel Kahneman and Amos Tversky published Prospect Theory, which is considered the founding theory of behavioral economic […]
一月 1 , 2020
Is Stock Picking for Everyone? 選股適合每個人嗎? by Charles Cheng, CFA Stock picking is a time-honored investment strategy. Famous investors like Warren Buffett and Peter Lynch made their fortunes almost exclusively through investing […]
十二月 1 , 2019
Invest Like You Gamble? 像賭博一樣地投資? by Charles Cheng, CFA Will the US- China trade war be resolved favorably in the near future? Will the US presidential election next year result in any major changes? What will happen with Brex […]
十一月 1 , 2019
Back to Basics 回歸基本 by Charles Cheng, CFA From both an investment point of view and in general, the world is a scary place at the moment. Political risk is high with diplomatic tension between major powers and the potential event ris […]
今年度撥款300萬元與校內合作推動TPR (Tunghai Promote),同時亦撥款1200萬供新極限進行TPR校外行銷 ,詳見「111年度TPR行銷東海」。
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