內地監管陰霾籠罩多個行業,加上中國恒大(03333)陷債務危機,內房內銀的投資氣氛也轉差,此時放眼本地收息機會 ...全文
In August, the International Monetary Fund announced, to much fanfare, that its members had reached a historic agreement to issue $650 billion of special drawing rights (SDRs, the Fund’s unit of accou ...More
EJ Insight2021-09-15
If you want to understand policy choices, it is said, “follow the money.” Inspired by that advice, we at The Nature Conservancy (in partnership with the Paulson Institute and the Cornell Atkinson Cent ...More
EJ Insight2021-09-14
德國機械人初創Agile Robots(思靈機器人)近日完成C輪融資2.2億美元(約17.16億港元),由軟銀 ...全文
今日信報財經新聞StartupBeat 創科鬥室2021年09月14日
日本媒體時事社引述來自政府官員的消息報道,就新鴻基公司(00086)旗下投資公司亞洲開發資本株式會社(Asia ...全文
恒生科技指數昨回吐4.5%,但由8月20日超買反彈至今,仍有11.3%進賬,表現可說絕不失禮。不過,監管憂慮再 ...全文
最近電力股爆上,無論傳統火電股抑或新能源股都炒到不亦樂乎,內地開啟綠色電力交易試點,以及煤價暴漲促使加電費是主 ...全文
The regulatory crackdown on China’s online education sector in August has triggered concerns that other industries could also come under the government’s radar. This has caused a sell-off in Chinese e ...More
EJ Insight2021-09-07
With the United States’ disastrous exit from Afghanistan, the parallels between the 2020s and the 1970s just keep growing. Has a sustained period of high inflation just become much more likely? Until ...More
EJ Insight2021-09-06
機構投資者正日益採取措施實現2050年溫室氣體(GHG)淨零排放。一些機構已採取投資組合手段,將氣候因素納入其 ...全文
名家論壇Project Syndicate2021年09月03日
今年初美國10年期債息顯著抽升,加上當時疫苗開始接種,投資者對經濟前景轉趨樂觀,遂吸引資金流出估值已十分昂貴的 ...全文
全球經濟有見頂隱憂,主要股市中,港股及A股在監管風暴中飄搖;美股雖繼續上揚,惟隨着年底料收緊量寬,回調風險也不 ...全文
Four years ago, we argued that the rise of electric vehicles (EVs) would upend both the auto industry and the oil market. As with the rapid displacement of horses by motor vehicles in the United State ...More
EJ Insight2021-09-01