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
- 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.