惠理集团股票讨论区

$惠理集团(00806.HK)$
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$惠理集团(00806.HK)$ 
$惠理集团(00806.HK)$
$惠理集团(00806.HK)$
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Hi, I am Molly! I would share with you information about asset allocation, especially the holdings and opinions of professional investors,as well as the books for beginners.
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Dato'Seri Cheah Cheng Hye, Co-Chairman of Value Partners Group, known as the"Oriental Buffett", says: "China is a very attractive story.The world outside the Chinese Mainland is going through a very difficult period."
In an interview, he told the journalist that right now, the word on everybody's mind is called stagflation. Stagflation means a combination of high inflation and slow economic growth.So this is something on the minds of many international investors. Globally speaking, there has been a lot of problems of use of borrowings and debt to finance growth and inflation may rise very strongly in the next few months,more than people expected.
For fighting inflation, he personally like the Chinese currency because of its stability and with huge foreign exchange reserves as well as very little debt. In addition, it is possible that investors should consider buying hot commodities and gold.
Dato'Seri Cheah Cheng Hye is an overseas Chinese from Malaysia, practicing value investing.He noticed that the top value investors are emphasizing quality value investing, not just buying cheap stocks.
In Value Partners, the general direction is clear--more emphasis on China Asias.
Recently,they also is moving quite a lot of money into normal manufaturing companies,because they think that China will continue to emphasize manufacturing as a key engine of economic.
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