Showing posts with label Stocks. Show all posts
Showing posts with label Stocks. Show all posts

Friday, January 22, 2016

对于中国市场的投资需要时间、耐心和多样性

尽管市场波动剧烈,但中国的基本经济形式仍然相对乐观。作为一名关注中国权益市场多年的投资专家,我能给出的建议是投资需要时间、耐心和多样化。
因为A股加入摩根士丹利资本国际(MSCI)新兴市场指数,更多的长期资金即将涌入。然而,中国股市刚刚经历了动荡的一年,也引起了全球股市的连锁反应。
中国已经发出了一个明确信息信号,经济增长有可能会下滑。但是,在总体经济大环境的影响下依然能呈现出非常强劲和整张良好的势头。如果你再深入观察,可以发现制造业之中存在着过剩的产能。但向更强大发展更优质的服务型经济的转变,大部分来源于私人企业和业务的长期可持续发展。

赛德思投资董事长王雷(Rani Jarkas)先生在亚洲拥有多年金融经验,他表示:“关于市场估值,每当投资者看到这种大行情波动,拥有多样化的投资组合的客户,包括固定收益、股票、大宗商品和其他另类投资类别,通常能跑赢大盘。这样的时刻提醒着他们多元化投资的重要性。”

Investing require time, patience and diversification with the Chinese market

Despite market volatility, the country's underlying economy is relatively sanguine. Investing requires time, patience and diversification is the advice that a financial veteran offers to investors whose eyes are fixed on China's equity market.
Because of the A-share's inclusion into the MSCI Emerging Market index, more capital with long-term commitment will enter the market. However China's stock market has gone through a volatile year, which also had a ripple effect on the global market.
China has sent a clear message that its growth will decline, but in aggregate the economy is still very strong and with high quality of growth compared to other countries. If you look deeper, there's some overcapacity in the manufacturing sector. But what has taken place is a transition towards much stronger service economy with better quality of growth and much of that being built by private enterprises and long-term sustainable business development.

Rani Jarkas, Chairman of Cedrus Investments, an investment pioneer with years of financial experience in Asia,  added, “In terms of market valuation and whenever investors see this kind of volatility, clients with diversified portfolios that include fixed income, equities, commodities and other alternative asset classes will outperform the market. Moments like this remind clients of the importance of diversification.”