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fb業績出眾 背後三大挑戰

全球經濟慢步向下,很多科技巨企亦無一幸免,蘋果公司、微軟及谷歌最新業績都令人失望;相反Facebook(下稱f ...全文

今日信報理財投資財經DNA林國泰2016年05月03日

今年僅加一次息

前文收尾指出,幾時再加息,還要問股市(按年變幅)。那美股展望如何呢?根據與1981年或2001年的標指比併,兩 ...全文

今日信報理財投資財經DNA羅耕2016年04月30日

Market Dependent

昨文看過,市場對利率前景的看法亦未必時常跟隨股市。那麼聯儲局又如何呢? 當局一直口口聲聲政策視乎數據(data ...全文

今日信報理財投資財經DNA羅耕2016年04月29日

Lego admits it was a mistake to refuse Ai Weiwei bricks for art

The billionaire family that owns Danish toy company Lego A/S said it was a “mistake” to refuse Chinese artist and political activist Ai Weiwei’s request for a bulk order of its iconic bricks last year ...More

EJ Insight2016-04-28

息與股的因果

每逢聯儲局公布議息結果後,市場都會尋找線索以更新利率展望。不過,除此之外,所謂「市場」其實不是孤立的,利率期貨 ...全文

今日信報理財投資財經DNA羅耕2016年04月28日

霍華馬克斯心法精要

愈來愈明白,「股神」畢非德何解對霍華.馬克斯(Howard Marks)如此推崇備至。近日美股、防守股、收息股 ...全文

今日信報理財投資財經DNA吳瑞麟2016年04月27日

拋開矛盾抗逆境

天氣炎熱,零售寒冬,表面上零售與餐飲業屬「難兄難弟」,實際上兩者所受的影響南轅北轍。零售業難免受到經濟周期的影 ...全文

今日信報理財投資財經DNA林國泰2016年04月26日

零售生意弱底子厚

主題樂園推出住宿優惠、酒店有任食住宿套票、服裝店首次大幅下調產品價格,種種優惠令市場議論紛紛;在本港餐飲及零售 ...全文

今日信報理財投資財經DNA林國泰2016年04月25日

沽選加元買揀油

拆倉以外,近期另一焦點是油價是否早已見底,更上一層樓。市場的普遍看法是,不易跌穿上次近25美元低位,但要升穿5 ...全文

今日信報理財投資財經DNA羅耕2016年04月23日

歐羅拆倉屬偶然

近期滙升股跌之拆倉現象,除了見諸日圓、日股外,似亦見諸歐羅、歐股。的確,歐日是目前仍在寬鬆的兩大貨幣,用作融資 ...全文

今日信報理財投資財經DNA羅耕2016年04月22日

圓滙拆倉見近百

近期最教人詫異的,是日本推負利率後日圓竟急升如斯。急升是否代表資金流入?看來未必。從日本的資金流數據看來,無論 ...全文

今日信報理財投資財經DNA羅耕2016年04月21日

索羅斯的廢青年代

教投資班,最難答的問題:「何解我老是贏不到錢?」苦無答案,直至重閱索羅斯的書籍,方有眉目。 索老前半生,坎坷不 ...全文

今日信報理財投資財經DNA吳瑞麟2016年04月20日

Former teenage rebel now a council member at her old school

Leung Lau-chun was the kind of schoolgirl that got her teachers so frustrated that one almost got her suspended from school. Describing herself as “very bad” in her early days at the Jockey Club Eduyo ...More

EJ Insight2016-04-14

After a roller-coaster month, stocks could settle in April

Hong Kong and mainland stocks took a roller coaster ride in the first quarter. The gyrations came despite some certainty about US interest rates after Federal Reserve chairman Janet Yellen downplayed ...More

EJ Insight2016-04-05

Xinhua left red-faced over Xi reference as 'China's last leader'

State news agency Xinhua has suffered severe embarrassment as it released an article over the weekend that inadvertently referred to President Xi Jinping as "China's last leader (最後領導人)". Realizing th ...More

EJ Insight2016-03-14

Facebook kicks out Indian startup after rival's protest

Facebook has pulled the plug on an Indian home decor startup after a rival accused it of trademark infringements. Houzify was kicked out by the social network after Sequoia Capital-backed rival Houzz ...More

EJ Insight2016-03-10

Chinese web censors eradicate SCMP presence in mainland

China's internet censors have shut down the South China Morning Post's social media accounts, effectively eradicating the Hong Kong English-language newspaper's online presence in the mainland. The SC ...More

EJ Insight2016-03-09

If the Mark Six jackpot were a billion ...

Oh well, there's always next time. Life goes on for the rest of us but it will never be the same for the five lucky winners of Tuesday's record HK$136 million (US$17.5 million) jackpot. Millions of dr ...More

EJ Insight2016-03-02

Why you will be sorry you missed this dish

I struggled for days over whether I should write a review of this dish. My family and friends often criticize me for not tipping them off in advance before my reviews are published. They say if I were ...More

EJ Insight2016-02-27

Did Observatory err again in weather forecasts?

After the city experienced the coldest days since 1957 on Sunday and Monday, attention once more is focused on the performance of the Hong Kong Observatory. Was it up to the task as far as its weather ...More

EJ Insight2016-01-26

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