Thursday, May 03, 2007

土耳其股市大跌

前兩晚在有線新節目Money Café 看到《am730》老闆永青暢談如何發展其在中國內地的生意,但觸動禤中怡神經的卻非施永青的無為而治,而是他一句 :「 基金經理不一定比你好,若你面前有張滿布股票冧把的紙,隨意一擲飛鏢,然後跟著買,說不定投資回報與所謂專業的基金經理差不多。」

唔信?!就給你一個例子吧。宏利智富土耳其股票基金在三月份的基金經理簡報說:「在可見的未來數月,土耳其國內不大可能發生任何重大的政治或經濟問題,而最大的隱憂只限於中東的局勢發展」。

言猶在耳,上周日竟有多達70萬人在土耳其最大城市伊斯坦布爾上街揮舞紅色國旗,抗議示威和參加集會,反對外長居爾參加總統選舉,並要求現任總理埃爾多安領導的政府下台。群眾擔心居爾上台後,會帶領土耳其步向伊斯蘭管治,摧毀國家辛苦建立的根基。

土耳其政府更譴責軍方威脅要介入總統選舉,干預政治,並指軍方應對政府負責。剛舉行的第一輪總統選舉投票結果的合法性,最後搞到上法院處理。

由於土耳其政局動盪,雖然今年以來當地股市累升11.2%,表現更跑贏歐洲其他股市指數。但受政治消息影響,當地股市指數IMKB-100指數於周一應聲急跌,最多曾跌超過6%,收市仍跌4%,而周二續挫3.2%。

真的,禤中怡透過基金,作環球投資多年,還是贈你一句:「不要盡信基金經理,皆因唔係個個掂,要track(跟蹤)其講話及過去表現。作出基金投資前,自己要對有關市場起碼做足『宏觀』功課,更要考慮自己的投資組合比例(股、匯、貴金屬、房地產、個別商品、地區等等)及願意承擔的風險」。老友,其實每天有N隻股票升升跌跌,你不可樣樣參與又賺晒。俾你賺晒又如何?

失去做上市公司董事的教訓
歷時超過3年的中聯系統控股內幕交易研訊終於有判決,繼去年審裁處指11名涉案人士在事件中進行內幕交易活動後,審裁處向他們罰錢兼禁止在一段時間擔任上市公司董事。

其中,被判罰的涉案人士名胡敏珊。禤中怡曾翻查資料,在《明報》的一篇報道中,發現她中、英文名字與從事鐘錶代理業務、活躍於社交界的胡敏珊(Christie)相同。

胡敏珊被裁定不得擔任上市公司董事或經理人職位,為期兩年,並需向政府繳付從內幕交易中所獲取部分利潤47.1萬元、罰款75萬元及部分研訊開支58萬元,即合共180萬元。相對另一涉案者謝國輝,在未來3年不得擔任上市公司董事或經理人職位,罰款合共250萬元,判罰已相對較輕。

由於胡敏珊僅不能在上市公司擔任要職,故在私人公司的管理職位就應無問題,因她在鐘錶界堪稱年輕新一輩,有報道指她親力親為,兼做模特兒協助推廣。為了追尋自己的夢想,她曾向另一份報章指︰「人生是沒有天生的定論,定論是由自己所創,一切都在你的手、你的心……最大的敵人永遠是你自己,所以不要局限自己,要衝出框框,相信這是一個很好的嘗試。」

不過,她這次打開那道並非成功的大門,雖不致受牢獄之苦,但相信已叫她飽嘗錯開違法之門的苦果。其實,有些禁區是碰不得的。

(5月3日刊於《am730》)

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