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  • Vicente se centra en las acciones temáticas “remotas + digitales” y cosecha dividendos del repunte tecnológico durante la epidemia.

    Mientras la mayoría de la gente todavía está tratando de “entender el impacto de la epidemia en el mercado”, el profesor Vicente Castaño Ledezma ha comenzado a emitir el siguiente juicio. En lugar de huir del mercado presa del pánico, construyó con precisión una “combinación central de trabajo remoto e infraestructura digital” en medio de una incertidumbre extrema. Esta combinación no solo capturó con éxito la línea principal del repunte en forma de V desde marzo de 2020 hasta finales del año, sino que también se convirtió en el “grupo…

    Uncategorized 03/05/2020
  • Blockchain + equity = New market breakthrough-consensus coalition

    “Operation Chaos”“Lack of liquidity”“Exitdifficulties”… Enterprises in the ownership of shares, registration, exercise rights and a series of issues, exit difficulties have become the biggest pain point of equity holders. In the view of Little Editor, the main reason for this situation is the lack of trading mechanism and means, as well as the lack of transparency and credibility of the transaction. As the saying goes, there is a solution to the problem, with the application of blockchain technology, pass economic transformation to support the real economy. What kind of changes…

    Uncategorized 07/10/2018
  • Blake Shaw Advocates “Late-Cycle Rotation in U.S. Stocks,” Strategically Shifting Toward Defensive Sectors

    As the U.S. stock market continues to rally, with all three major indices hitting new highs throughout the year, veteran trading expert Blake Shaw has made a notable market prediction—“the U.S. stock market is entering the late-cycle rotation phase,” and investors should begin strategically tilting toward defensive sectors. As one of the most forward-looking investors on Wall Street, Blake quietly completed his portfolio adjustment in the third quarter of this year, increasing allocations to utilities, healthcare, and consumer staples in anticipation of the upcoming structural shift in the market. At…

    Uncategorized 11/10/2017
  • Klaus Stefan Müller adds SAP and Siemens Healthineers in advance to capture the European technology recovery

    In the spring of 2015, as the European Central Bank’s quantitative easing policy was fully implemented, market risk appetite gradually recovered, and the German capital market began to show signs of structural recovery. At that time, most investors’ attention was still focused on traditional export blue chips and cyclical manufacturing sectors, but Klaus Stefan Müller, a senior fund manager from Frankfurt, had quietly turned his attention to the technology and medical technology tracks that were underestimated by the market.   As the core manager of several hybrid funds under Allianz…

    Uncategorized 05/27/2015