Trust between business partners facilitates easier contracts, which do not require every eventuality to be pre-negotiated. Trust among different groups in a society bolsters their solidarity beyond th ...More
EJ Insight2020-12-29
嘉盛Karsten Junius：新冠改變世界 主題投資尋機遇 法巴譚慧敏：美兩黨分治獲投資者鼓掌支持 瑞銀胡 ...全文
Long-term thematic investors assess investments based not only on developments over quarters, but also on fundamental and structural changes that occur over the span of decades. Indeed, many long-term ...More
EJ Insight2020-11-30
長期主題投資者不單根據季度的發展情況評估投資項目，還會因應數十年來發生的根本及結構性轉變作出研究。事實上，很多 ...全文
今日信報理財投資宏觀灼見Karsten Junius2020年11月30日
新冠肺炎感染個案數字近月開始再度回升，令歐美的經濟前景陰霾密布。多個股市亦出現疲軟跡象。儘管企業第三季度財務業 ...全文
今日信報理財投資理財方略Karsten Junius2020年11月16日
法巴譚慧敏：美大選還看政策非政治 瑞銀胡一帆：「十四五」規劃料聚焦4主題 瑞銀李智穎：A股市場前景改善 嘉盛R ...全文
瑞聯韋立民（Norman Villamin）：把握黃金牛市歇息期 低吸礦股 瑞銀胡一帆：亞洲周期性復甦具上行空 ...全文
8月份歐羅區通脹率按年下降至負0.2%，是自2016年以來首次跌入負數區。能源和工業產品價格疲弱是導致通脹率下 ...全文
今日信報理財投資宏觀灼見Karsten Junius2020年10月05日
Euro area inflation rates fell to -0.2% yoy in August, representing the first time that they have entered negative territory since 2016. Weak energy and industrial goods prices are mainly responsible ...More
EJ Insight2020-09-29
The German-French proposal for a recovery fund signals that the two largest economies in the EU can compromise and are willing to take a new step towards tighter economic integration. We do not expect ...More
EJ Insight2020-05-29
央行似乎已阻止全球製造業衰退演變成更大規模放緩，事實上，在連串減息後，孳息曲線已恢復原狀，意味債市投資者不再視 ...全文
今日信報理財投資宏觀灼見Karsten Junius2020年01月13日
Now is the time to position for a review of the European Central Bank (ECB) strategy, which will determine how long-lasting the approach of its former head Mario Draghi will be. Surprisingly, there ar ...More
EJ Insight2019-11-26
