上周言及微軟(Microsoft)遇到了硬件銷售欠吸引力,以及與遊戲公司動視暴雪(Activision Bli ...全文
俄烏戰爭引發全球農產品通脹,農業板塊的投資機會開始受注視,農業基金是參與有關板塊投資的不俗之選。 由於俄烏戰爭 ...全文
轉瞬間2022年7月快將完結,中美熊市及疫情等陰霾仍揮之不去,冀望負面因素逐步遠離,故未來5個月非常關鍵,能否 ...全文
This month marks an important anniversary. On July 26, 2012, the European Central Bank’s relatively new president, Mario Draghi, famously declared that, “the ECB is ready to do whatever it takes to pr ...More
EJ Insight2022-07-27
手握大量現金的中東大型主權財富基金再次在淡市出擊,今年參與中東和非洲以外的收購金額至少286億美元(約2230 ...全文
The Hong Kong Dollar has been hovering over the weak end of its band recently, sparking concerns and questions regarding the viability of the peg to the U.S. Dollar. We don’t think the peg is at risk ...More
EJ Insight2022-07-26
As Sri Lanka’s economy unravels before our eyes, one must ask how this could happen in a country that is historically known for its high standard of living and stable economy. Sri Lanka’s achievements ...More
EJ Insight2022-07-22
人工智能(AI)與機械人發展一日千里,近日特斯拉行政總裁馬斯克指出,已經將自己的大腦上傳到雲端,並與自己的虛擬 ...全文
美國通脹高企,聯儲局不得不追趕加息幅度,市場因而憂慮全球經濟衰退,加息浪潮從美國擴展至全球,成熟國家亦因通脹持 ...全文
繼上期本欄開始了碳中和區塊鏈技術的股權投資及風投有關討論後,讀者迴響也甚為熱烈,可能是由於這兩種技術都是目前炙 ...全文
美國6月份消費物價指數按年抽升9.1%,不但遠較市場預期的8.8%為高,更創40年來新高,反映通脹肆虐情況尚未 ...全文
最近中美股市皆走弱,港股在過去3天共跌逾900點,猶幸於20800點水平暫時穩定下來。跌市源於市場不但憂慮上海 ...全文
全球新冠疫情再現惡化跡象,意味對新疫苗的研發有更大需要。同時,隨着生物科技板塊出現深度調整後,估值已變得便宜, ...全文
The first half of 2022 has been traumatic. Equity markets have suffered one of their worst six-month periods ever. Government bonds are undergoing a rare, significant decline. And the world of cryptoc ...More
EJ Insight2022-07-13
Hong Kong people were exhausted after fighting the epidemic for more than two years. They were tired of panic buying food and anti-epidemic materials. They worried about the suspension of business, wo ...More
EJ Insight2022-07-12
People tend to look to the past to make sense of the present and the future. Looking at historical patterns can indeed provide a useful roadmap for the future but can sometimes lead to mistaken assump ...More
EJ Insight2022-07-11
Russia’s war on Ukraine has sent shockwaves around the world. Oil prices have skyrocketed and food prices have soared, causing political instability. The last time food prices were this volatile, riot ...More
EJ Insight2022-07-08
外電報道,日本軟銀(SoftBank)主席孫正義的得力助手米斯拉(Rajeev Misra),將減少在集團的工 ...全文
一學期考第一,一學期考第尾,這種學生,算不算成績優異?過去3年,日本軟銀集團的願景基金(Vision Fund ...全文