搜尋結果

共 8 個結果

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Inflation and opportunities in idiosyncratic stocks

Inflation has been peaking globally and is likely to decline into 2023, as many countries are coming to terms with the idea of living with COVID-19. However, the Russia-Ukraine conflict has added furt ...More

EJ Insight2022-05-04

新常態下投資策略需具想像力

新冠疫苗研發成功，於全球全面接種，代表「疫情時代」即將結束，環球經濟逐步從疫情中恢復。但正式步入「後疫情時代」 ...全文

財富管理市場分析2021年03月10日

More Imagination needed as the “new normal” approaches

Sometimes in life, you find yourself “in between.” In between seasons, in between relationships, in between jobs. One season is ending, and the next has yet to begin. This is where markets are now. Di ...More

EJ Insight2021-02-26

How COVID-19 crisis creates powerful catalysts for change

Markets have experienced a powerful bounce in April, with US and global growth stocks leading the way, while “value” sectors have been more mixed. Oil-and travel-related equities continue to suffer. F ...More

EJ Insight2020-05-05

從容面對不安關注恒常變化致勝

儘管近月中美貿易衝突緩和，但積極物色機遇及分散投資依然重要。基於牛市已經持續一段時間，惟利率和通脹水平仍然維持 ...全文

今日信報理財投資宏觀灼見David Eiswert2020年02月04日

逆市下的投資錦囊

如何應付市場壓力是投資者最關注的問題之一。事實上，一味追求安心的投資產品並不能保證投資者高枕無憂。面對市場動盪 ...全文

今日信報理財投資宏觀視野David Eiswert2019年09月13日

科技創新及行業變化的投資機會

現今世界瞬息萬變，受到低息和寬鬆信貸條件的催化，顛覆性創新無處不在。在消費者熱中追求創新的領域，顛覆性發展更 ...全文

今日信報理財投資行業微觀David Eiswert2019年08月02日

老牛高峰過後如何化危為機

踏入2019年，投資者關注已屆「老牛」的美國股市會否保持升勢不變，因預計經濟和企業盈利增長高峰期已過，未來幾季 ...全文

今日信報理財投資宏觀視野David Eiswert2019年03月04日

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