Stocks are simple. All you do is buy shares in a great business for less than the business is intrinsically worth, with management of the highest integrity and ability. Then you own those shares forever. I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.

January 03, 2008

次按陆续有来

星展香港大中華區高級投資策略顧問陳寶明向《經濟通通訊社》表示,美國次按問題有可能延續至明年,繼續困擾今年環球投資市場,尤其是上半年投資氣氛。

陳寶明認為,基於美國實行會計準則,當地投資銀行需於今年第四季及2009年初,將所持次按資產全數披露,意味著次按對大型金融機構的具體財政影響及衝擊,於明年才正式浮現,因此次按負面消息「陸續有來」,構成本港投資市場最大負面陰影。

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