希臘ETF

昨日胡思亂想下突然在想會否有方法投資希臘，畢竟再差的經濟總會有翻身之日。保守估計假如希臘股市能夠生還，未來十年double的話，每年都有7%回報，算是可接受之回報。

於是YC努力尋找，發現美國有一希臘銀行的ADR - National Bank of Greece (NBG)，可是銀行業是最高危的行業，要壓注一間可不是我的風格。

後來我找到了一隻投資希臘的ETF - GREK，其行業分佈平均，而且十大公司已佔七成多，大家可逐一研究。可惜此ETF應該沒有歐元對沖成份。假如大家想投資歐洲股市而想避免匯率風險，可考慮HEDJ。

http://www.globalxfunds.com/GREK/FS

中國農村女股神

CNBC 有如此有趣的報導:



Farmers are eschewing crops to plough their cash into the booming stock market , a journey by CNBC into the heart of rural China discovered.

Wang Li, an unassuming grocer, invested $820 back in 2010 and soon earned the nickname 'stock market goddess' after her portfolio topped $33,000 - around 40 times her initial investment. Some of the companies in her portfolio include big-ticket names like Bank of China.

The farmers now only tend their fields outside of market hours, Liu noted.

農民收市後才開工也許是新常態。
http://www.cnbc.com/id/102747012

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另一則有趣分析: China does US bubble, bust & bailout all in one year

A housing bubble, followed by a massive stock market bubble, followed by capital flowing away from the real economy, quantitative easing, and then long-term bond buying when the market doesn’t behave as the central bank wants. Except in the U.S., this took place from 2006 to 2012. In China, it has all happened in one year since 2014.

http://www.macrobusiness.com.au/2015/06/china-does-us-bubble-and-bust-in-one-year/
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中國一年經歷美國多年的事有何出奇，中國三年用的水泥都比美國百年多。