Is this a short-term rally or the end of the bear market?

今天我們再次邀請到了康和投顧總經理黃詣庭，他透過總體經濟研究及宏觀策略，讓我知道接下來2023年我們籌碼應該如何佈局？

Today, we again Barry Huang on our show, President of Concord Capital Management. He's here to share with us how to position our portfolios for 2023 based on macro economic research and investment strategy.

今天我們邀請到了康和投顧總經理黃詣庭Barry Huang，他透過總體經濟研究及宏觀策略，能給予更多投資人更多不同面向的投資建議。康和投顧為國內最早進軍境外基金總代理的業者之一，代理之「KBI 替代能源解決方案基金」連續第三年榮獲「天然資源股票基金三年期獎」。讓專家教我們在熊市我們該如何投資？

On our show today is Barry Huang, President of Concord Capital Management, here to share their macroeconomic research and outlook to investors. Concord Capital Management is one of the earliest companies in Taiwan to distribute and sell foreign mutual funds. The "KBI Global Energy Transition Fund" it distributes has won awards for the best natural resources fund in Taiwan. Barry’s experience will hopefully teach you how to invest in a bear market.

U.S. biotech industry investment trends

再次邀請到在金融業經驗豐富，在投資銀行、私募股權和創投基金等多元化金融操作擁有 20 年經驗的邱壹豐 Peter 。他現在在Locust Walk（生物技術諮詢公司）為生物技術初創企業制定戰略，為全球市場的生物技術的初創企業籌募資金創造更多的發展機會。今天的節目Peter 幫我們分析美國生物科技的動態，及投資美國生物科技該注意的事項。

Once again, we have invited Peter Chiu, who has 20 years of experience in finance spanning investment banking, private equity, and venture capital funds. Peter is now at Locust Walk, a biotech consultancy, strategizing for biotech start-ups, helping them raise funds, and creating more growth opportunities for them. In this episode, Peter will analyze the dynamics of US biotechnology for us and what to pay attention to when investing in this industry.

Is the biotech industry still worth investing in?

邱壹豐 Peter 在金融業經驗豐富，在投資銀行、私募股權和創投基金等多元化金融操作擁有 20 年經驗。

現在在Locust Walk（生物技術諮詢公司）為生物技術初創企業制定戰略，為全球市場的生物技術的初創企業籌募資金創造更多的發展機會。

今天的節目Peter 讓我們更多了解有關生物科技的動態，及如何在這產業找到好的投資標的。

Peter is a financial industry veteran, with 20 years of experience in diversified financial operations including investment banking, private equity, and venture capital funds.

Now at Locust Walk (a biotech consultancy), he provides strategy, raising funds, and creating more growth opportunities for biotech start-ups in the global market. In today's program, Peter will share with us the dynamics of biotechnology and how to find good investment targets in this industry.

Can Vietnam sustain rapid economic growth in 2023?

2023年越南央行的政策會是什麼？2023 年越南經濟會如何發展呢？越南在全球經濟衰退和升息通膨的影響能有一樣的經濟成長嗎？再次我們邀請到了郭東霖（Tony Kuo)來到我們節目. Tony在越南金融業界20多年，是許多外商及越南本土銀行的首席顧問，協助外商銀行深耕越南。幫助了許多越南本土企業經營管理及財務規劃。 我們聽聽他專業的分析。

What will be the policy of the Vietnam Central Bank in 2023? What is Vietnam's economic outlook in 2023? Can Vietnam have the same economic growth as recession, rising interest rates, and inflation impact the world? Once again, we invite Tony Kuo to our program. Tony has been in Vietnam’s financial industry for more than 20 years. He is the chief consultant to many foreign and local banks in Vietnam, assisting foreign banks to deepen their development in Vietnam. He also helped many local Vietnamese enterprises in their management and financial planning.

Vietnam’s unlimited potential and investment opportunities

這次我們邀請到了郭東霖（Tony Kuo)來到我們節目. Tony在越南金融業界20多年，是許多外商及越南本土銀行的首席顧問，協助外商銀行深耕越南。幫助了許多越南本土企業經營管理及財務規劃。 Tony 在節目中讓我們更深入了解越南金融脈動，及如何投資這個有無限潛力的市場掌握投資商機。

This time, we have invited Tony Kuo to our program. Tony has been working in Vietnam’s financial industry for more than 20 years. He is the chief consultant to many foreign and domestic banks in Vietnam. He assists foreign banks to deepen their development in Vietnam. Tony also helped many local Vietnamese enterprises with their management and financial planning. Tony is on the show to provide us with a deeper understanding of Vietnam’s financial market and how to invest in this emerging country with its unlimited potential and investment opportunities.

Choose investment targets from an analyst's point of view

今天我們再次邀請到已深耕台灣投資人關係(Investor Relations, IR)領域達10年之久的瑪亞投資(Markis Capital)董事長蔡鴻德(Teddy Tsai)來到我們節目現場。 分析師出身的Teddy跟我們分享他如何用法人的思維和從公開資訊裡去找出好的投資標的，在不好的大環境該如何選擇投資標的。

Today, we once again invite Teddy Tsai, Chairman of Markis Capital, to the show. Teddy has been deeply involved in the field of Investor Relations (IR) in Taiwan for 10 years. Teddy, who was previously an equity analyst, shares with us how to think like an institutional investor to find good investment targets from public information, and how to choose investment targets in a bear market.

2023 Investment Outlook

這次我們再次邀請到合庫投信投資長，同時擁有美國紐約大學碩士及美國麻省理工學院雙碩士學位的陳信嘉（Henry）來探討進入2023年，投資人應該如何應對？2023年降息無望?通膨還會繼續影響整個全球經濟嗎？何時是最好的投資點？

We again have Henry Chen, the Chief Investment Officer of Taiwan Cooperative Mutual Funds Investment Trust, joining us on the show today. Henry holds double master's degrees from New York University and MIT. He will share with us what investors should look for in 2023. Will there be an interest rate cut in 2023? Will inflation continue to affect the entire global economy? And when is the best time to invest?

今天我們邀請到已深耕台灣投資人關係(Investor Relations, IR)領域達10年之久的瑪亞投資(Markis Capital)董事長蔡鴻德(Teddy Tsai)來到我們節目現場。 瑪亞服務的客戶涵蓋石化、海運、光電、IC設計、金控、食品、金屬、租賃、建設等產業。所以今天分析師出身的Teddy跟我們分享什麼是IR,以及交我們如何從公開資訊和法人思維去找出各產業的投資好標的。

On this episode, we have Teddy Tsai, Chairman of Markis Capital, who has been deeply involved in the field of Investor Relations (IR) in Taiwan for 10 years. His IR clients include petrochemical, shipping, optoelectronics, IC design, financial control, food, metal, leasing, construction and other industries. Teddy, who started his career as an equity analyst, shares with us what IR is and how we can find good investment targets in various industries using public information and thinking like institutional investors.

How do you trade highly leveraged futures?

繼上次基礎的期貨交易概念。這一集Leo 讓我們更清楚期貨的避險，和法人的操作。 我們如何能從公布資訊佈局？也告訴我們期貨的自動交易是怎麼操作的？

Following the basic concepts of futures trading from last time, in this episode, Leo share with us how to use futures as a hedging tool and how institutional investors trade futures. Additionally, how can we make investment decisions from public announcements and how automated trading of futures works?