A growing crescendo of commentary places the blame for the current surge in US inflation squarely on the Federal Reserve. But much of the criticism is stupefyingly naive about the political pressures ...More
EJ Insight2022-05-10
全球首富馬斯克(Elon Musk)收購社交媒體推特(Twitter)的行動遭遇新阻力,有推特股東入稟法院,試 ...全文
全球央行收緊貨幣政策觸發科技股大舉拋售,揸重貨的老虎基金(Tiger Global)首當其衝。據彭博報道,其主 ...全文
特首選舉唯一候選人李家超必定高票當選,但來屆港府面對內外挑戰眾多,中央政府亦非常重視及明白香港乃國際金融中心, ...全文
滯脹話題令全球投資者聞虎色變,雖說這在現階段言之尚早,不過未雨綢繆,本欄今次探討一下假如滯脹真的來臨,有何投資 ...全文
Is the global economy flying into a perfect storm, with Europe, China, and the United States all entering downturns at the same time later this year? The risks of a global recession trifecta are risin ...More
EJ Insight2022-05-03
澳洲央行今日議息,料自2010年以來首次加息,以遏抑通脹和樓價上漲,但當地樓市已呈降溫跡象。房地產研究機構Co ...全文
從相反理論角度看,經濟愈差,當權者為挽救民望和穩固政權必定設法拋出刺激措施,而經濟復甦會較股市回升緩慢。內地本 ...全文
全球大多數國家邁向加息周期,預料惠及銀行股,雖然內地經濟受疫情打擊而須保持相對寬鬆的貨幣政策,但減息機會似乎不 ...全文
政府間氣候變化專門委員會的最新科學評估清楚地表明,在全球變暖問題上不採取行動的代價正在迅速上升,而對這個問題沒 ...全文
名家論壇Project Syndicate2022年04月27日
4月26日,周二。2022年絕對是投資市場艱苦的一年,老畢聽得最多的說法是「多元化絕望」(diversific ...全文
As we mark the 52nd Earth Day, we must recognize that achieving net-zero carbon dioxide emissions by 2050 will require significant investment to finance the necessary economic and social transitions. ...More
EJ Insight2022-04-26
初創要創業成功,不但要有人才、技術及市場觸覺,賬目亦要量入為出,難免佔用行政資源。本港人工智能(AI)會計初創 ...全文
今日信報財經新聞StartupBeat 創科鬥室2022年04月26日
4月24日,周日。美國加息預期沒有最熱只有更熱,之前市場估計聯邦基金利率年底前將達到中性水平(既不刺激亦不遏抑 ...全文
Unicorns. Privately held start-up companies valued at over US$1bn. Also the source and subject of desire for many, an engine of growth and thought leadership for the rapidly expanding start-up scenes ...More
EJ Insight2022-04-22
Russia’s war in Ukraine is a humanitarian catastrophe that violates the United Nations Charter and international humanitarian law, and has exacerbated socioeconomic and environmental crises around the ...More
EJ Insight2022-04-21
ESG投資者一向以做正確事情(Doing the Right Things)為榮,亦可為測量大眾對企業敏感度的 ...全文
亞洲電子商務流動性解決方案和技術供應商FundPark與高盛集團達成協議。高盛將作為主要券次資方,為高達2.5 ...全文