36 Stratagems for Investors: Timeless Financial Wisdom from a Chinese Classic

Front Cover
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


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Take Advantage of Fund Switching
Kill with a Borrowed Sword
Loot a Burning House
Repair the Walkway Openly but March Secretly to Chencang
Observe the Fire from the Opposite Shore
Hide a Dagger Behind the Smile
119 Shut the Door to Catch the Thief
125 Befriend a Distant Enemy to Attack One Nearby
131 Borrow the Road to Conquer Guo
137 Replace Beams with Rotten Timber
143 Point at the Mulberry but Curse the Locust Tree
149 Feign Ignorance to Bide Time
155 Lure the Enemy Onto the Roof and Remove the Ladder
161 Tie Silk Blossoms to the Dead Tree

Sacrifice a Plum Tree for a Peach Tree
Seize the Opportunity to Lead a Sheep Away
79 Lure the Tiger Down the Mountain
85 To Catch Something First Let It Go
103 Rake the Firewood from Under the Pot
113 Shed Your Skin Like the Golden Cicada
171 Seductress at Work Are Star Managers for Real?
185 The Strategy of Sowing Discord
191 Inflict Harm on Oneself to Gain Sympathy
197 The Strategy of Combined Tactics
203 If All Else Fails Beat a Retreat

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About the author (2009)

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.

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.

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