CHEAH CAPITAL

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Dato’ Seri CHEAH Cheng Hye, had an interview with Mingpao

Value Partners’ Cheah Cheng Hye: Sharp drop in oil price is not reason for a bear market and governments could cooperate globally to avoid financial crisis.

【明報專訊】歐美股市雖然在昨晚早段大幅反彈,但有「股壇金手指」之稱的謝清海直言,環球股市包括美股已步入熊市。雖然油價波動直接導致股市在周一重挫,但謝清海認為油價非熊市原因,而市場估值過高、各國債台高築以及持續的社會動盪才是主因。他認為,多年來利率低企導致金融市場缺乏紀律,而且加劇貧富懸殊及社會不安,假若各國政府現時仍不聯手合作,市場將步向像2008年般的全球金融危機。

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