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世诚投资2023年A股市场展望(上)

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For the English version of our 2023 China outlook, please click here.

主讲人:世诚投资创始人兼CIO陈家琳(Charlie Chen)

关于世诚投资(MegaTrust Investments)请按此查询

近年每至岁末,总是希望时间走得快一些,好让旧的一年尽早翻篇、新的华章尽快奏起。今年亦不例外。只是,纵使日历的最后一页即将被撕下,这正在过去的2022极不寻常、极不平凡,总有一些片段将会留在记忆深处。也难怪,我们正在经历的是百年未有之大变局,而过去一年世纪疫情肆虐、地缘冲突再起、通胀重回焦点,等等,都成为了这百年变局最好的年度注脚。

如果旧年最大的感受是暂停键被多次摁下,那新年的主题词就是:重启。这种重启将在各领域同时发生,从经济到社会生…

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Big Picture
Local insights, timely updates, long-term thinking and actionable ideas (NO INVESTMENT ADVICE). Created by Qi Wang FA, a local Chinese portfolio manager with 25 years of hands-on experience.
Authors
Qi Wang CFA