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Bond strategy: Be patient and accumulate duration on weakness

... cing, the peak policy rate will be the highest since 2000 when the Fed Funds rate topped at 6%. The Fed will have hiked rates by 500bp in a matter of 15 months. At a priced peak rate of 3.7%, the ECB ...More

EJ Insight2023-03-01

4D雷達冒起 Arbe Robotics爆升

... 之處是兩個「期待」,Peak inflation(通脹頂峰)和1月效應的好夢成真反而覺得空虛,夢醒後又是另一場 ...全文

今日信報理財投資運籌制勝方立祺2023年02月25日

APAC real estate: Opportunities to rise as borrowing costs bite

... l. At the peak of its own regional event, such as SARs in 2002/03, nearly 50% of markets in Asia still reported capital value growth. During global downturns, such as the GFC in 2008/09, the impacts s ...More

EJ Insight2023-02-23

一個千億美元的問題

... );過高期望峰值期(Peak of Inflated Expectations);泡沫化低谷期(Trough ...全文

今日信報財經新聞科網人語廖錦興博士2023年02月23日

Post Covid bounce masks profound shifts in China's growth

...  rivalry, peak Covid-19 infection levels, and property sector problems will test the resolve of the Chinese leadership. These problems mean the debt-fuelled growth model is irrelevant, rendering histo ...More

EJ Insight2023-02-20

幣安據報曾轉賬4億美元 至趙長鵬關連企業

... 關連企業Merit Peak 。 根據報道,有關轉賬活動是在2021年首季進行。 幣安發言人回應傳媒查詢時,未 ...全文

即時新聞國際財經2023年02月17日

It’s high time to drop all masks

...  past the peak of the “reopening wave”. The much prophesised and hyperbolised scare concerning a surge in cases to go with the reopening, clearly did not materialise. Whilst COVID-19 has yet to disapp ...More

EJ Insight2023-02-14

期待最迷人 春夢了無痕

... 兩個「期待」,筆者對Peak inflation(通脹頂峰)和1月效應早有論述,現在好夢成真反而覺得空虛;無他 ...全文

今日信報理財投資運籌制勝方立祺2023年02月04日

Yen to pause before embarking on a leg higher

... ll likely peak around the last days of BoJ Governor Kuroda’s term. This suggests that the yen will continue to be exposed to an unusually high volatility over the coming months. In the medium term, th ...More

EJ Insight2023-01-31

Greater clarity on Fed Policy will improve bond market outlook

... on with a peak to trough GDP decline of ~4%. Nearing a Turning Point for the Fed We expect a peak in the Fed’s short-term interest rate hikes in early 2023, possibly even January. After that, we belie ...More

EJ Insight2023-01-27

The second green revolution will be digitized

... rvest for peak ripeness. Researchers at Microsoft and Wageningen University in the Netherlands are growing cucumbers with the help of algorithms, combining the efforts of humans and AI to boost yields ...More

EJ Insight2023-01-25

理財首重金錢習慣 毋須強求超額回報

... 左一巴右一巴,那些按peak rates/peak inflation思路建立的倉位,一個二個輸剩啲渣。猶幸今 ...全文

今日信報理財投資投資者日記畢老林2023年01月18日

兼做發展商 山頂洋房Carlyle不割愛

... 山頂「TWENTY PEAK ROAD BY V」,以及銅鑼灣怡和街的「The Hayworth by V」。 ...全文

今日信報財經新聞周一人物2023年01月09日

Peak China?

... itnessed “peak China”? It is just as dangerous to overestimate Chinese power as it is to underestimate it. Underestimation breeds complacency, whereas overestimation stokes fear; but either can lead t ...More

EJ Insight2023-01-06

Is a global recession really around the corner?

... uring the peak of the 2008 global financial crisis was not enough to cause its domestic output to shrink in absolute terms. This is yet another example of the flaws in defining recession by the rule o ...More

EJ Insight2022-12-28

順豐老闆娘4200萬購嶼南道近2萬呎用地

... 豪宅CENTRAL PEAK 3伙,其中Alpex II座5樓Manor A室,實用2104方呎,連兩個車位以 ...全文

地產投資地產新聞2022年12月23日

Balancing environmental protection and profit making

...  with its peak market value of US$7.3 billion. To pursue both environmental protection and profitability, the business model of the circular economy has not yet matured. Just like the Garment to Garme ...More

EJ Insight2022-12-19

The use and abuse of inflation history

... s off the peak CPI inflation rate (depending on whether you measure it by core or headline inflation), whereas Powell’s Fed is focused on core PCE inflation, which peaked at 5.4% last February-March. ...More

EJ Insight2022-12-15

What’s next in the post-LeaveHomeSafe era?

... aditional peak season after the relaxation. The business for Christmas this year is about 70 per cent of the pre-pandemic level. So what’s next after the troublesome app is gone? The all-time mask wea ...More

EJ Insight2022-12-14

Too much gloom and doom?

... t-quarter peak (363%), but way up from its 1991 first-quarter level (227%). Moreover, the slight reduction since early 2021 is due primarily to (unanticipated) inflation, not real GDP growth. The infl ...More

EJ Insight2022-12-14

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