Howard Marks, Charlie Munger, Ray Dalio etc.
“She liked the fact that “a Chinese guy” was running it, because she believed in the brilliant Oriental mind. The Chinese guy was Gerry Tsai;
he, along with Ned Johnson at Fidelity Trend, were fund managers sui generis in that era.” - Peter Lynch 書中 “ Beating the Street”
我引用 Howard Marks 一個訪問中一句話嘗試總結:
China is an economic adolescent. You know it can be tempestuous and there are ups and downs but you also know that the adolescents best decades lie ahead.
今次係短短幾句話語，未來我都會繼續喺 FB 講講 “西方投資巨人睇中概股” 這個題目。
最後 "中國好，是否香港好" 就係另一個議題了。
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