由於初步跡象顯示歐羅區的製造業衰退趨勢或接近見底,歐洲股市前景一片光明。中國及台灣的製造業採購經理指數有持續改 ...全文
今日信報理財投資理財方略Cédric Spahr2019年11月04日
The outlook for European equities has brightened, with initial signs that the manufacturing slump in the euro area might be nearing a trough. Improving trends in manufacturing PMIs in China and Taiwan ...More
EJ Insight2019-10-29
踏入2019年第三季,股市面對充滿矛盾的經濟和金融環境。我們觀察到亞洲和歐洲的製造業出現周期暫時性觸底跡象,但 ...全文
今日信報理財投資理財方略Cédric Spahr2019年07月15日
自2019年1月以來,歐洲股票市場表現大致與全球股票市場一致,這與我們給予歐羅區、瑞士及英國的中性地區評級吻合 ...全文
今日信報理財投資理財方略Cédric Spahr2019年06月03日
European equity markets have performed roughly in line with global markets since January 2019. This dovetails with our neutral regional ratings for the euro area, Switzerland and the UK, which offer g ...More
EJ Insight2019-05-31
European equities have performed poorly this year. Weak manufacturing purchasing managers' indices were a significant factor that led to the slide in markets across Europe. We believe that the decline ...More
EJ Insight2018-11-27