Month: November 2020

Mingpao (Cover Story, 23 Nov 2020) published Dato’ Seri Cheah Cheng Hye’s views on stocks market, the evolving concept 

CHEAH CAPITAL Media Mingpao (Cover Story, 23 Nov 2020) published Dato’ Seri Cheah Cheng Hye’s views on stocks market, the evolving concept Quality Value Investing and HK property sector policies, etc.   [Asian Warren Buffett] Cheah Cheng Hye: prefers Chinese stocks over US stocks, eyes on education healthcare 5G consumption sectors  【明報專訊】恒指及美股上周均變化不大,而市場焦點是,中資科網龍頭股前周捱沽後,上周繼續跑輸大市,今期封面故事專訪管理過去逾27年回報逾46倍的「惠理價值基金」、有「亞洲巴菲特」之稱的惠理(0806)聯席主席兼聯席首席投資總監謝清海分析最新形勢。謝清海分析,不論中美科網龍頭股短期均可能面對更嚴厲監管環境,即使目前旗下基金仍最重倉科技股,近日已略為減持該板塊;他亦維持過去逾一年的看法,看好中資股多於美股,認為現時中資醫療、教育、消費股均有投資機會。另外,他指由於近年市場重視估值變化多於短期盈利,首度公開他的選股方法由過去的價值投資(Value Investing)演變至「優化價值投資」(Quality Value Investing)以適應投資新形勢。已移居本港多年的他,對本港的前途亦十分關心,籲港府大幅增加土地供應讓市民安居樂業,以平息民怨。 …

Mingpao (Cover Story, 23 Nov 2020) published Dato’ Seri Cheah Cheng Hye’s views on stocks market, the evolving concept  Read More »

WeChat post on Mr. Cheah’s sharing at the CreditEase webinar

CHEAH CAPITAL Media WeChat post on Mr. Cheah’s sharing at the CreditEase webinar 惠理谢清海:中国市场今年全球表现最佳,已成独立资产类别 全球股市会有怎样的挑战与机遇?A股是否会迎来新一轮“牛市”?如何把握中国“窗口期”机遇? 针对以上投资者关心的话题,惠理集团联席主席兼联席首席投资总监拿督斯里谢清海于11月19日晚,做客《唐宁会客厅》,与宜信公司创始人、CEO唐宁在此次直播中进行了一场非常精彩的对话。 直播视频回顾 精彩对话节选 Join Our Team If you’re someone who is a highly-skilled problem solver and relishes new challenges, we’d love to hear from you. Please drop us a note at [email protected] Contact Us