钻石系列6--钻石价格2001至2010年的投资研究
2010-07-30 18:18阅读:
钻石系列6--钻石价格2001至2010年的投资研究
一些意见和观察
抛光钻石Polished Diamond的价格每年有增加的趋势,作为一种投资工具,对防止通货膨胀颇为有效。
(FVS1平均每年增加值annual return从2.4%至19.5%/年)

,2009由于世界各地的经济衰退的,钻石价格在同年录得巨大下跌。几家世界级大钻石公司的倒闭引发特别是在高品质和大颗钻石在价格大幅下跌。
(eg FVS1 1-5ct在短短一年的平均降幅由6%-17%,)
更大 (Big)和更优质 (high quality) 的钻石的潜在 升值 力 远大于较小和/或降低质量的钻石
高品质的钻石价格上升幅度明显(如 1ct DIF 44% 2001 vs 2010)表现优于低品质钻石(如1ct JSI11 7%
和1ct HVS2 3.3%)。
品质较差的 如JSI1 1 ct 只录得少于1%的年度增长
大颗 big size无论高和低 (high and low quality)质量钻石(如DIF 到JSI1
5ct)在2001年到2010年间 录得106% 到 170%的增长,

DTC公司在2005推出了”供应选择” (supply of choice) 的政策,DTC公司逐步减少Sight Holders
数量 和毛坯钻石的供应。2007年毛坯钻石的供应短缺加上2008年强劲的需求,特别是在高质量和体积大的抛光钻石(polished
diamond)的价格大幅上涨。 (2008年DIF及FVS1在5ct录得的价格相比2007增长逾100%。 在同期5ct
HVS2和JSI1录得33-40%的增幅)
2009年的金融危机,导致钻石价格下滑, 但这次调整远远低于2007 2008年的价格跳跃。只有高端大钻如 FVS1下滑
约6-17%,远不比2007年2008年价格上涨17%至102%的增幅。低色彩(color)和清晰
(clarity)度(如JSI1/HVS2)实际价格录得轻微增长(2至10%)。
好切割钻石比较流行。好切割钻石的价格会的比切割差钻石强硬, 也因此容易转售。
这些数据告诉我们什么? 我们怎样在将来投资市场中, 在高附加值商品的投资领域取胜?
钻石作为商品之一,现在是一个很好的投资工具。 (你一定要抓住正确的产品类别(大小,颜色,清晰度和削减 和证书)
中国因素 (China factor):2010年 中国有太多现金流, 翡翠 和 软玉市场 出现大幅溢价
。不会将其作为双方的财产和股市的。
股市是不是上升以及物业市场前景不明确导致市场现金大量增加, 现金出路问题于短期内解决可能性目前尚不清楚。 但是我们可以看到除了翡翠 和
软玉市场, 艺术作品和古董也被大炒特炒。
然而,翡翠,软玉, 艺术作品和古董市场并不成熟,货品透明度比较低。外人难以接触和明白内里真相。 相对翡翠和艺术作品等,
同一人的艺术作品可以出现非常不同的价格同一块翡翠的颜色略有不同,可以有 3,000元或3,00,000元的叫价。
使投资者难以做出正确的决定。
相反,钻石市场市场比较大,价格与世界广泛接轨。 价格结构和透明度也较高(5
C的非常透明的商品,是4个C的加上C的证书)。,从长远来看,它可能成为现金充裕时的较好投资工具。
Diamond Series 6 Investment in Diamond Study of diamond price 2001
to 2010
Some observations:
Polished diamond prices tend to increase every year, most of the
cases a better conservation of Value against inflations. (FVS1
average annual increase in value from 2.4% to 19.5%/per year)
Diamond recorded a huge price drop in 2009 due to world wide
economy downturn. Several big player closed down the business which
triggered draw back especially in the high quality big size
diamonds.
(FVS1 average drop from 6% -1ct
-17% -5ct
in just one year)
Bigger and Better Quality diamond our run the smaller and/or lower
quality diamond by a big margin
High quality diamond price (eg 1ct DIF 44%) outperformed lower
quality diamond (eg 1ct JSI1 7% 1ct HVS2 3.3%) by significant
margin.
Bigger size stone in both high and low quality diamond (eg JSI1 to
DIF 5ct) recorded a high increase in value from 2001 to 2010
106 to 170%
DTC launched “supply of choice” policy
in 2005, gradually
cut down the sight holders and rough supply.
The short
supply of rough diamond couple with strong demand in 2008 caused a
huge jump in polished diamond especially in the better quality and
big sizes.
(in 2008 DIF and FVS1 in 5ct recorded a 100%
increase in price compared to 2007.
5ct in HVS2 and JSI1
recorded an increase of 33-40% increase)
Small correction recorded in 2009 due to the financial crisis but
the correction is far less severe than the 2008 price jump.
Only the higher end big sizes DIF FVS1 etc drop about 6-17% far
less than the 2007 2008 price hike of 17 to 102% increase.
Low color and clarity good(eg. JSI1/HVS2) actually recorded a minor
increase (2 to 10%) in price.
Price of the better cut diamond is more popular than the poorly cut
items thus fetch a better than average and can resell easily.
What is the data telling us and how should we position ourselves in
the future for investment in the high value commodity
Consider diamond a commodity, diamond is a good investment tool.
(you are to catch the right product category (size, color,
clarity and cut)。 Diamond report is also very important.
China factor: Mainland Chinese is buying up the price of Jadeite
and Nephrite due to the abundance of the cash flow in the market.
Cash overflow is not going to be solved in the near term as
both Property and Stock market’s future is not clear.
Art piece, antique along with the Jadeite and Nephrite seemed to be
the only way out for person who wish to make a quick catch.
However, the market is not mature and as transparent as the diamond
market making it difficult for outsider to touch.
Same
piece of Jadeite and Art pieces etc can be offered with very
different price (30,000 or 3,000,000) making it difficult for
investor to make a right decision.
On the contrary, diamond is a very transparent commodity with world
wide exposure and price structure (5 C’s that is 4 C’s plus the C
for Certificate) so in the long term, it may become the investment
tools for the cash abundant.