关于思睿

GROW思睿是一家全球资产管理公司,管理团队由业内资深专业人士组成,在资产管理领域屡获殊荣。

最新报告


洪灝 | 谁是最大的熊?

  • 中国股市随美债跌跌不休。然而,鲜有人归咎于飙升的美债收益率。其实,美债才是一只更大的熊。
  • 黄金与美债收益率的历史相关性已破。黄金作为避风港比美债更坚挺。
  • 目前,铁矿石和石油是对于中国增长前景更直接的押注。股市的预期依然亟待政策的强心剂。

Hao Hong | Fundamental Differences

  • Chinese stocks are plunging with US treasuries. Yet no one seems to blame surging US yields for the bane in Chinese stocks.
  • Gold’s historical correlation with US yields is breaking down. Safety in gold, and no longer in US treasuries.
  • For now, iron ore and oil are more direct bets than stocks on improving Chinese growth. More potent policy shots are needed to resurrect stocks.