第2个回答 2017-08-26
Portfolio investment vs Direct investment【直接投资和间接投资的对比】
I、证券投资(portfolio investment )
A portfolio is a grouping of financial assets such as stocks, bonds and
cash equivalents, as well as their funds counterparts, including mutual,
exchange-traded and closed funds. Portfolios are held directly by
investors and/or managed by financial professionals. Prudence suggests
that investors should construct an investment portfolio in accordance
with risk tolerance and investing objectives.
证券投资(investment in securities)是指投资者(法人或自然人)买卖股票、债券、基金券等有价证券以及这些有价证券的衍生品,以获取差价、利息及资本利得的投资行为和投资过程,是间接投资的重要形式。证券投资的分析方法主要有如下三种:基本分析,技术分析、演化分析,作为提高证券投资分析有效性和可靠性的有益补充。它们之间的关系是:技术分析要有基本分析的支持,才可避免缘木求鱼,而技术分析和基本分析要纳入演化分析的框架,才能真正提高可持续生存能力。
II、直接投资(Direct investment)
Direct investment, more commonly referred to as foreign direct
investment, refers to an investment in a business enterprise in a
country other than the investor's country designed to acquire a controlling interest
in the foreign business enterprise. Direct investment provides capital
funding in exchange for an equity interest without the purchase of
regular shares of a company's stock.
直接投资的主要特征是投资者对另一经济体的企业拥有永久利益。永久利益意味着直接投资者和企业之间存在着长期的关系,并对企业经营管理施加相当大的影响。直接投资可以采取在国外直接建成分支企业的形式,也可以采用购买国外企业一定比例股权的形式。
III、Portfolio investment vs Direct investment直接投资和间接投资的区别
Direct investment is primarily distinguished from portfolio
investment, the purchase of common or preferred stock shares of a
foreign company, and by the element of control that is sought. Foreign direct investments can be made by individuals
but are more commonly made by companies wishing to establish a business
presence in a foreign country.
while Portfolio investment involves buying securities with the expectation of earning a return on them. Portfolio investment is passive, meaning the investor intends to hold
the securities for the long term and watch their values grow. Their expected returns match their risk levels. Stocks, bonds, mutual funds, option contracts and commodities are just a few examples.
直接投资(DI)是指以各种混业、合资、独资等形式直接进入他国进行生产的贸易活动。直接投资是资金所有者和资金使用者的合一,是资产所有权和资产经营权的统一运动,一般是生产事业,会形成实物资产;而间接投资是资金所有者和资金使用者的分解,是资产所有权和资产经营权的分离运动,投资者对企业资产及其经营没有直接的所有权和控制权,其目的只是为了取得其资本收益或保值。
而间接投资(FI)是指以购买他国金融证券(如股票、债券、衍生金融工具)等对别国涉及的投资行为。 哪里有能带来足够的利润的投资机会,资本就有向哪里流动的趋势,当这样的机会出现在海外时,国际投资的发生就顺理成章。
第4个回答 2021-05-26
直接投资和间接投资区别:
1、归属不同:
直接投资离不开间接投资,而间接投资是直接投资发展到一定阶段的产物。
2、行为不同:
直接投资与间接投资同属于投资者对预期能带来收益的资产的购买行为,但二者有着实质性的区别:直接投资是资金所有者和资金使用者的合一,是资产所有权和资产经营权的统一运动,一般是生产事业,会形成实物资产;而间接投资是资金所有者和资金使用者的分解,是资产所有权和资产经营权的分离运动。
3、购买形式不同:
直接投资以进入外国的实体投资为主,间接投资是以金融市场的间接手段以购买金融证券的形式达到投资行为。
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