今天參加了公司一個活動,惠理基金主席謝清海先生也來到現場,講了一番話。聽主持人介紹我先知道惠理的基金從來沒令我地既MPF投資者失望過,這是很高的贊美!基金從500萬美元起家,到依家管理過百億資產,好犀利啊。
主持人問了謝先生一些問題,我只能記得:
- The recent collapse of tiny stocks: it's good for the market.
- We have too much capitals chasing too less opportunities. 市場不是沒有錢.
- I have worries on ETFs. 因為機制係自動買資產
- 金融危機不是沒有機會,that's why we try to make as much as money as possible(講緊旗下)so that when the market goes down, we still have the base and can afford the loss.
- 不要光「protect yourself」and do nothing.
- China is one of my favourite markets. They have room and space to have a quality of life.
- 6.x% GDP every year is an amazing figure among the countries.
- HK market is still good.
- Which market is unattractive and should avoid? US market goes up too much in the recent years. We should be very cautious.
總體來說,A股入摩應該會有利於投資中國、香港市場,那我們拭目以待。
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