中泰资管天团 | 姜诚的新一期年度推荐书单

Core Viewpoint - The article presents a recommended reading list by Jiang Cheng for 2026, emphasizing the importance of reading and engaging with great books to enhance investment decision-making and market understanding [2]. Summary by Relevant Sections - Book Recommendations and Insights - "The Age of Downward Mobility": Discusses the division in American society and the firm beliefs of opposing sides [4]. - "Fermat's Last Theorem": Chronicles the history of solving the theorem and serves as a brief history of mathematics, highlighting curiosity as a primary human drive [6]. - "The Glorious Sunset: Zhang Juzheng and the Political Landscape of the Ming Dynasty": Explores the balance between idealism and realism in achieving goals, and the dual nature of power [8]. - "The Social Conquest of Earth": Examines the evolution of altruism and critiques Hamilton's kin selection theory, proposing group selection as a key evolutionary force [10]. - "Kangxi's Red Ticket": Offers a narrative on historical events, emphasizing the interplay of politics and culture in Sino-Western relations [12]. - "Inside the Matter: The Chinese Government and Economic Development": Stresses the necessity of understanding the government's role in China's economic growth [14]. - "China's Choices: US-China Rivalry and Strategic Decisions": Highlights the Chinese government's effective governance compared to other global governments, amidst Western media criticism [16]. - "The Cost of Prosperity: The Decline and Revival of Wealthy Empires": Challenges the notion that economic prosperity leads to social stability, linking low national morale to increased crime [18]. - "The Senses of Birds": Discusses the intriguing aspects of avian sensory perception [20]. - "The Formation of Modern China": Provides insights into China's transition from an ancient empire to a modern state [22]. - "The Road to Reform: China's Economic Reforms from 1978 to 1992": Emphasizes the role of practical experience in driving theoretical breakthroughs [24]. - "The Hesitation Between Principles and Achievements: Zeng Guofan, Li Hongzhang, Zhang Zhidong, and Their Era": Explores the balance between ideals and practical achievements [26]. - "The Shanghai Trilogy": Combines detailed historical materials with narrative skill to create a vivid portrayal of history [28]. - "War and Obsession": A narrative of ideals being defeated by reality [30]. - "Chiang Kai-shek's Strategic Layout: 1939-1941": Provides a case study on decision-making in complex situations [32]. - "Piecing Together the Truth": Highlights the importance of accurate statistical data in understanding reality [34]. - "Why Data Lies": Warns against the pitfalls of using metrics as mere targets, which can distort their value [36].