383名基金经理 半年巨亏一万亿2008年06月17日 07:49重庆商报【大 中 小】 【打印】他们见多识广，每人手头上都掌握着几十亿、数百亿的资金；他们是被誉为天之骄子的基金经理，他们被认为神秘而又无所不能。唯一遗憾的是，在他们身上发生了一件划时代的事情，但并不值得羡慕。2008年上半年，他们总体亏损了高达一万亿元，超过了作为国民经济支柱的169家中央企业2007年的总利润；并超过了中国在2006年和2007年两年的财政总收入；这也可能是中国历史上，中国人在这么短的时间内可能遭遇的最大财富损失。
不幸的是，同时作为享受娱乐明星般待遇的“兼职股评家”，他们的预言也非常不走运。据统计显示，总体而言，在2007年发生股市崩盘的那个秋天，正是基金经理唱多声音最高亢的时候，其时公开的乐观主义者人数众多，并且观点鲜明。很多基金经理情绪激昂地声称，中国股市的黄金十年还刚刚起步；较为典型的是，长盛同智优势增长基金经理肖强对媒体表示，“我们现在的观点与2000点时没有变化，还是坚定地做多中国”！
现任383名基金经理，在不到半年的时间里，不可思议地令一千万基民损失了一万亿元。不言而明，股市崩盘对基民来说是致命的打击。
然而，经历持续暴跌后，基金经理们开始寻找他们预测失误的理由。有基金经理对媒体表示，“你们不要高估了共同基金，他们只不过是受过专业训练的一群人，他们的智慧并不一定高于其他行业，就像受过专业训练的医生一样，我们尚且必须接受其50%的误诊率，我们也不应该对基金经理给予过高的期望”。也许这种想法可以使他感到心安理得吧。
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"“你们不要高估了共同基金，他们只不过是受过专业训练的一群人，他们的智慧并不一定高于其他行业 "
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U think Fund managers r smarter than u ? they r not ! they r just like u n me ! to make money in share mkt is not that easy as u thought ^V^
Cold eyes said "- Keep d good shares n sell d lousy shares, well...how do u know which one is good n which one is bad ? How to define ? of course he knows which is good n bad..how about u ? do u know ?
Golden saying " Buy low sell high ", when is low n when is high ?
Although I dont know when is low n high, but i know when is cheap n expensive ! stocks that traded with PE >25 is definitely high n stocks that traded @ PE< 8 is definitely low with d assumption of their BS is in healthy condition. let me ma hoa pau abit (back hand story ), why I never call 4 buy on Parkson ?? check it yrself what is d PE for parkson HK n Parkson malaysia ? Parkson HK was once traded at PE 60 +, u called that value buy ?
Every stock has its value , if u dont value it by PER like what d mainland chinese did in 2007, u r gonna to get yrself burnt ! look what happen to ssex today ? down all d way from 6,000 (PE>80) to current level of 2,800 (PE 30+-)! u think SSEX is cheap now ? sorry ..they r still trading at PE 30+- as compared to KLSE of PE 13+-.
If u ppl still doubt of buying low PE is a safer bet, perhaps u should look at those high PE stocks like Parkson , MRCB , Gpacket, Gamuda..check their 52 weeks high n low ^V^
What i am trying to hint here is : if u r holding stocks @ PE 15 n above (except blue chips ) , u r advice to sell it now !
For those who wanted to buy on dip, think twice, u think it is cheap , u will get cheaper later on !
U may ask me, what about u ? arent u still holding some stocks ? well..yes..i still holding some ^V^ but my holding is less than 13% of my total fund, further more , stocks that I bought r all traded at avg PE of less than 7 !!!
2 FA followers, dont u think we r better than these >> 383名基金经理 半年巨亏一万亿? ppl losing like hell in first half of 08 but still we managed to fuyohh fuyohh from Masteel,Tenaga , engtex n Ytlpowerwr !?? is that not beauty of FA ?
Never goes against Mr market ! Never !! just like d mainland Chinese thought that ssex @ 3,200 is near bottom, here u goes 2,800 !! U dont need TA to know that we r heading south , just like u dont need to be scientist or expert , when u see lighting n thunder, u know rain is coming soon ^V^
Resorts < 2.50 ?? Genting 4.00 ?? Maybank 6 .00? Parkson < 4.00 ?? water liu liu ? will let u guys know when i am in ^V^
Get out n take a break ^V^ let enjoy euro 2008 n d coming Olympic ^V^
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