CHEAH CAPITAL Media Value Investing: Making it fresh and effective 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
Value Investing: Making it fresh and effective Read More »
CHEAH CAPITAL Media After the article on The “Robinhood” stock market mania written by Value Partners’ Cheah Cheng Hye on SCMP We now bring you a must-watch video on the same topic: https://www.youtube.com/watch?v=Ptd7J_5Rv-k The social media-fueled mania in stocks like GameStop could trigger a global political crisis, and the wild ride just adds to China’s
CHEAH CAPITAL Media GameStop’s wild ride and other risks just add to China’s appeal as a safe haven A majority of Asian stock markets are relatively smaller and less liquid than those in the West, perhaps giving less scope for buying frenzies. Indeed, China is looking attractive as a haven for global investors seeking to
GameStop’s wild ride and other risks just add to China’s appeal as a safe haven Read More »
CHEAH CAPITAL Media Capture market opportunities – DS Cheah Cheng Hye 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
Capture market opportunities – DS Cheah Cheng Hye Read More »
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。
CHEAH CAPITAL Media 熱錢湧中港美基金 料偷步部署明年 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
CHEAH CAPITAL Media PwC AWM Conference 2020 – Dato’ Seri Cheah Cheng Hye 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
PwC AWM Conference 2020 – Dato’ Seri Cheah Cheng Hye Read More »
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
WeChat post on Mr. Cheah’s sharing at the CreditEase webinar Read More »
CHEAH CAPITAL Media US-China relationship can be saved despite coronavirus and trade war Renewed cooperation or even a fresh partnership between China and the United States remains a logical and compelling solution to the problems faced by both The bilateral relationship may sour further as China becomes a major issue in this year’s US election,
US-China relationship can be saved despite coronavirus and trade war Read More »
CHEAH CAPITAL Media 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。 如要讀取全文，請按此訂閱或續訂明報電子報服務。 現有訂戶請按此登入。 Join Our Team If you’re someone who is a highly-skilled problem solver and
Dato’ Seri CHEAH Cheng Hye, had an interview with Mingpao. Read More »
