Fixed income investors are currently navigating a highly uncertain environment featuring two competing market narratives. The first of these is a cautious risk-off scenario highlighting high corporate ...More
EJ Insight2021-05-31
The proper functioning of any interconnected economic system depends on trust. And a global system that has been designed by advanced economies requires a significant level of buy-in from the developi ...More
EJ Insight2021-05-28
In 1944, Friedrich A. Hayek suggested that the spontaneous order of markets was inherently superior to the supposedly dynamism-draining totalitarian order of communist or fascist regimes. The ensuing ...More
EJ Insight2021-05-27
全球新冠疫情放緩,為股市打下強心針,周期股應有機會繼續發力,然而從機構投資者的核心持倉看來,新經濟股的主力地位 ...全文
第七次人口普查數據,引發各國的關注。北上廣的人口專家紛紛議論「低生育陷阱」。有的認為,第二人口大國印度將成為首 ...全文
Almost one-quarter of humanity lives on the Indian subcontinent. That fact is easily forgotten elsewhere, as world leaders focus on combating outbreaks of COVID-19 and its new variants within their ow ...More
EJ Insight2021-05-21
今年全球仍受疫情影響,日本政府非常艱難地籌辦東京奧運會,近月來疫情反覆,變種新冠肺炎肆虐印度及東南亞諸國,日本 ...全文
通脹猛獸來襲,貴金屬是高通脹下的熱門保值投資選擇,預計金價短線應有力向上;較長期而言,白銀價格更值得看好,可循 ...全文
對沖基金Satori Fund創辦人、知名對沖基金經理Dan Niles警告,聯儲局可能會在今年稍後暗示將結束 ...全文
百度(09888)獲金融大鱷索羅斯低撈,股價連跌兩日後反彈,最高見過185.1元,揚5.1%,現造184元,仍 ...全文
彭博報道,金融大鱷索羅斯(George Soros)旗下基金公司Soros Fund Management,今 ...全文
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