為了支持經濟從新冠疫情中復甦,市場傳出美國總統特朗普考慮推出規模達1萬億美元的基建計劃,投資目標包括傳統基建及 ...全文
雖然憂慮全球出現第二波疫情,但美股周一(16日)仍拗腰倒升,多得兩個重要的利好消息,包括:(一)聯儲局正式兌現 ...全文
關心弱勢社群,反對官商勾結,這些今天聽來相當左傾的立場,其實遍布《國富論》之中。亞當史密,雖然推崇自然自由,但 ...全文
港股近期自低位反彈不少,但在零售市道慘淡、投資環境不明朗之下,房地產信託基金(REITs)表現明顯落後。筆者認 ...全文
Struck by the double whammy of the Covid-19 outbreak and continuing social unrest, Hong Kong’s unemployment rate has climbed to 5.2% between February and April, the highest in over a decade, and the r ...More
EJ Insight2020-06-08
美國非裔黑人弗洛伊德(George Floyd)遭白人警員壓頸致死,在全國觸發反種族歧視的示威浪潮,科技界亦紛 ...全文
今日信報財經新聞StartupBeat 創科鬥室2020年06月05日
新冠肺炎疫情為投資市場帶來急劇轉變,投資者匆忙應對,善於在波動市中獵食的對沖基金,又是如何部署呢?本欄今次探討 ...全文
Scientists have little doubt: the destruction of nature makes humanity increasingly vulnerable to disease outbreaks like the COVID-19 pandemic, which has sickened millions, killed hundreds of thousand ...More
EJ Insight2020-06-03
Thanks to Facebook-based Libra project, “stablecoins”, the latest craze in the cryptocurrency space, have attained great interest from the financial sector in recent months, spurring major central ban ...More
EJ Insight2020-06-03
Due to an overall increase in pension assets during the past decade, pension funds have cemented their status as one of the largest asset owners globally. As a result of the pension industry’s growth, ...More
EJ Insight2020-06-02
COVID-19-induced turmoil have sent markets on a rollercoaster ride since February. The initial pace of the downturn in the current bear market was much more rapid than in all other bear markets since ...More
EJ Insight2020-06-01
As governments worldwide confront the terrible choice between saving lives from COVID-19 and protecting people’s livelihoods, economic indicators highlight the intensity of the dilemma. Unemployment h ...More
EJ Insight2020-05-29
The COVID-19 crisis has affected all asset classes; global equities have not been spared. In the long-run, equity market returns are dependent on realised and expected earnings, which are closely tied ...More
EJ Insight2020-05-29