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Other titles in the Wiley Investment Classics series:
36 Stratagems for Investors: Timeless Financial Wisdom from a Chinese Classic (Wiley Investment Classics)
Synopses & Reviews
The 36 Stratagens are a collection of the military tactics and strategies employed in ancient China. Many of the terms coined for the stratagems have evolved into popular proverbs. More often than not, reverse psychology and divergent thinking are tactics used to take the enemy by surprise. In our attempt to incorporate such tactical moves into fund investment, we discover they make the key rationales for fund investment so much easier to comprehend and relate to. This book uses each of the 36 Stratagems to guide investors on how to identify and pick a trustworthy fund company as well as a suitable fund product, how to earn higher returns and avoid unnecessary losses, as well as how to avoid all sorts of common mistakes.
—from the Forword by Steve Lee
Investor education is not merely about how many lessons can be taught; but how much investors can learn from each lesson. This book combines modern investment and ancient Chinese wisdom in plain language and with interesting stories. It explores investment concepts yet opens your mind and shows you a new way of understanding fund investing.
—Mark McCombe, Global Chief Executive Officer, HSBC Global Asset Management
There is an old saying, "Gain knowledge for the preservation of wealth." Funds create value, and knowledge of funds will similarly enable investors to create value. The value of knowledge is no less important than the value of capital. For that reason, 36 Stratagems for Investors has set out to show the value of knowledge as a way to capital accumulation and preservation. Readers will benefit from stratagems explained in every page of the book to aid them in their financial investment.
—Qin Shuo, Chief Editor, China Business News
HSBC Jintrust’s 36 Stratagems for Investors is an eye-opener for readers, investors and non-investors alike. HSBC Jintrust has done an impressive job of creating a book with the retail investors in mind; as it puts itself in their shoes to explore issues and solutions as they would. Each of the 36 stratagems is clearly and succinctly told and explained to allow prompt application. May the stratagems depicted in this book gain popularity to become part of the fund culture and investment culture in China, to enable tens of millions of investors to profit by it.
—Liu Dong, Deputy Editor, 21st Century Business Herald
The 36 Stratagems are a unique collection of ancient Chinese proverbs that describe some of the most cunning and subtle strategies ever devised by man. Readers, and specifically investors, at all levels will benefit from this interpretation of the 36 stratagems detailing how to apply them in investment and "economic warfare." HSBC's 36 stratagems encourage flexibility and new ways of thinking about investment issues.
HSBC Jintrust's 36 Stratagems for Investors – Timeless Financial Wisdom from a Chinese Classic renders a modern-day relevance to an ancient text.
The original proverbs are related to 36 battle scenarios from the Warring States Period and the Three Kingdoms Period. The drumbeats in the ancient battlefields are roaring once again in triumph, as the age-old 36 Stratagems take on new meaning and purpose in the realm of investment, not unlike the art of deploying troops and soldiers in war.
36 Stratagems for Investors offers arresting anecdotes of military tactics and mutual fund investment tips including:
There are also strategies that direct you to a unique trading channel in closed-end funds, invaluable advice on how to sieve out obscure information in fund reports, and warnings about publicity gimmicks in fund brochures, leaflets and handbooks.
36 Stratagems for Investors will help advance your portfolio and fight potential losses.
About the Author
Rena He Hanxi is the marketing director of HSBC Jintrust Fund Management Company. Since graduating from Fudan University’s School of Economics with a Master's degree in Economics, she has worked in the finance industry and has amassed tremendous experience in areas such as fund product development, sales, customer service, and marketing and promotion. Rena is endowed with a wealth of financial knowledge in banking, securities, funds and investments.
Nian Liu has a Master's degree in Economics from Shanghai University of Finance and Economics. She has worked in the securities industry and the business news media. Her research articles, published in economic and academic journals, have been picked up by the business news media. Nian is currently senior marketing manager in HSBC Jintrust.
Joe Jiang Xing graduated from the Faculty of Finance at Eastern China Normal University. He previously worked as a securities broker and business news journalist. Joe arrived at HSBC Jintrust to realize his dream of combining his love for finance with his passion for writing. He is now part of the marketing team in the company.
HSBC JINTRUST FUND MANAGEMENT
In November 2005, HSBC Jintrust Fund Management was established in Shanghai with a registered capital of RMB200 million, making it one of the largest fund management companies in terms of capital in China. HSBC Global Asset Management, the core investment platform of the HSBC Group, one of the world’s leading financial services organizations, has 49 percent of the share ownership, with the remaining 51 percent held by Shanxi Trust Corporation Limited, one of China’s best-performing trust firms.
HSBC Jintrust inherits the experience, capabilities, professionalism and long-term view of its two shareholders. It combines western and eastern wisdom and local experience with global perspective, thus having and offering the best from both worlds.
Since its inception, HSBC Jintrust has made a commitment to educating the general public about investment and to spread investment knowledge. HSBC Jintrust’s efforts have won recognition from its competitors and clients alike.
Table of Contents
Stratagem 1 Fool the Emperor to Cross the Sea.
See Through All Guises for Calculated Returns.
Stratagem 2 Besiege Wei to Rescue Zhao.
Take Advantage of Fund Switching.
Stratagem 3 Kill with a Borrowed Sword.
Gain Full Market Exposure in One Go.
Stratagem 4 Bide Your Time to Wear Down the Enemy.
Take a Long-Term View.
Stratagem 5 Loot a Burning House.
Never Attempt to Get Away with a Steal.
Stratagem 6 Clamor in the East and Attack the West.
Arbitrage Opportunities in Fund Investing.
Stratagem 7 Create Something from Nothing.
Details, Details, Details!.
Stratagem 8 Repair the Walkway Openly but March Secretly to Chéncāng.
Sieve Out Obscure Information in Reports.
Stratagem 9 Observe the Fire from the Opposite Shore.
Adopt a Wait-and-See Attitude During the Closed Period.
Stratagem 10 Hide a Dagger Behind the Smile.
Beware of Publicity Gimmicks.
Stratagem 11 Sacrifice a Plum Tree for a Peach Tree.
Pay a Price for a Bigger Gain.
Stratagem 12 Seize the Opportunity to Lead a Sheep Away.
Regular Savings Plan.
Stratagem 13 Beat the Grass to Startle the Snake.
See Through the Fund Management Company.
Stratagem 14 Borrow a Corpse to Raise the Spirit.
Innovation Adds New Value.
Stratagem 15 Lure the Tiger Down the Mountain.
Move "Risks" Out of the Way.
Stratagem 16 To Catch Something, First Let It Go.
Be Fully Prepared Before Casting Your Die.
Stratagem 17 Toss a Brick to Draw a Gem.
The Art of Turning Mediocrity into Gold.
Stratagem 18 Nab the Bandits to Capture the Ringleader.
Cover Key Funds to Cover All Grounds.
Stratagem 19 Rake the Firewood from Under the Pot.
Reasons for Selling Funds.
Stratagem 20 Fish in Murky Waters.
Fish for Bargains in Troubled Times.
Stratagem 21 Shed Your Skin Like the Golden Cicada.
Separate Good Funds from the Bad.
Stratagem 22 Shut the Door to Catch the Thief.
Keep Small-Cap Funds Within Your Grasp.
Stratagem 23 Befriend a Distant Enemy to Attack One Nearby.
Stick to the Familiar.
Stratagem 24 Borrow the Road to Conquer Guo.
Trade Online to Increase Your Spread and Winnings.
Stratagem 25 Replace Beams with Rotten Timber.
Seek Out Alternative Investment Choices.
Stratagem 26 Point at the Mulberry but Curse the Locust Tree.
A Different Kind of Close-End Fund.
Stratagem 27 Feign Ignorance to Bide Time.
A Smart Way to Understand MorningStar’s Rankings.
Stratagem 28 Lure the Enemy Onto the Roof and Remove the Ladder.
Know Your Investment Targets to Make Headway.
Stratagem 29 Tie Silk Blossoms to the Dead Tree.
Suffer No Illusion When It Comes to the "Bubble".
Stratagem 30 Switching from the Role of a Guest to that of a Host.
Exercise Owners’ Rights.
Stratagem 31 Seductress at Work.
Are Star Managers for Real?.
Stratagem 32 Semblance of Calm in the City.
The Calm Before the Storm.
Stratagem 33 The Strategy of Sowing Discord.
Make Counter Propositions to Reap Extra Profit.
Stratagem 34 Inflict Harm on Oneself to Gain Sympathy.
Stratagem 35 The Strategy of Combined Tactics.
Mix Strategies to Fortify Funds.
Stratagem 36 If All Else Fails, Beat a Retreat.
Overseas Investment as the Best Bet.
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