金融巨鱷索羅斯趁Archegos爆倉之際,上季低撈多隻爆倉股。 據彭博引述監管文件13F報道,索羅斯旗下索羅斯 ...全文
筆者多年前曾在香港另一家大型報社寫期權專欄,記得有一篇文章題為〈要讓老穀出新芽〉。這篇文章當時收到不少電郵的回 ...全文
最近環球股市動盪,即使美滙走弱,新興市場在疫情緊張下也普遍下挫,惟A股相對靠穩,人民幣強勢提高資金買入意欲,A ...全文
受惠多隻新股成功上市帶來投資收益,日本軟銀(SoftBank)截至3月底止第四財政季度純利達1.93萬億日圓( ...全文
The COVID-19 pandemic has caused the largest decrease in global economic activity on record. But the drop in carbon dioxide emissions has been only temporary. Although global CO2 emissions fell by 6.4 ...More
EJ Insight2021-05-12
Productivity growth changes everything. In advanced economies with a slowly growing labor force and already-large capital stock, it typically accounts for the majority of output growth. This means tha ...More
EJ Insight2021-05-11
全球首富、網購巨擘亞馬遜的創辦人貝索斯(Jeff Bezos)上周五披露,已按預先安排的計劃,賣出價值24億美 ...全文
美元滙價偏軟,加上債息下滑,國際金價周四衝破1800美元技術阻力位,創下近3個月新高。 紐約6月期金收市升31 ...全文
今年3月初,紐約期油曾高見67.98美元的27個多月高位,隨後短暫回調,惟日前再度爬升至約66.76美元位置, ...全文
What is remarkable about the increase in nationalist sentiment across the developed world in recent years is that it is occurring at a time when many of today’s most pressing challenges, including cli ...More
EJ Insight2021-05-06
正在招股的順豐房託(02191),作為本港首隻物流房託,為本港房託市場加入新的選擇,網購成風確實給物流房託帶來 ...全文
新冠肺炎肆虐已逾一年。若以每日新增案例為指標,全球情況並沒有好轉。最近的80、90萬宗,是2月時30、40萬宗 ...全文
順豐控股(002352.SZ)旗下房地產信託基金順豐房託(02191)今天起招股,計劃發售5.2億個基金單位, ...全文
順豐房託(02191)明天起至5月10日招股,計劃發售5.2億個基金單位,其中約10%作公開發售,每個基金單位 ...全文
I felt a deep sense of loss and sadness upon learning the passing of my PhD supervisor, Professor Brian Morton, at the age of 78 in the U.K. at the end of March. Professor Morton was a world-renowned ...More
EJ Insight2021-05-03
又到追究責任時刻。 美國及歐洲銀行監管部門「開File」立案調查六間金鑽級大行,包括美Goldman Sach ...全文