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
The World Bank’s International Comparison Program has just released its latest measures of price levels and GDP across 176 countries, and the results are striking. For the first time ever, the ICP fin ...More
EJ Insight2020-05-29
The German-French proposal for a recovery fund signals that the two largest economies in the EU can compromise and are willing to take a new step towards tighter economic integration. We do not expect ...More
EJ Insight2020-05-29
受到「港區國安法」及中美關係惡化影響,港股近日積弱,似乎又有執平貨機會,不過,《國安法》問題持續發酵,本地股份 ...全文
5月27日,周三。消息人士透露,上海證券交易所正就改進上證指數權重和編制方法進行商討,包括評估是否把科創板公司 ...全文
Today, “mobile money” – a service enabling people to send, receive, and store money on a cellphone – allows a market trader in Kenya to borrow a modest amount at sunrise to buy her stock, and then pay ...More
EJ Insight2020-05-25
新冠肺炎疫情爆發以來,美國投資者憧憬一些疫苗研發企業獲得業務發展空間,因此追捧疫苗概念股份,股價升勢相當凌厲。 ...全文
The new Franco-German proposal for a €500 billion ($547 billion) European recovery fund could turn out to be the most important historic consequence of the coronavirus. It is even conceivable that the ...More
EJ Insight2020-05-22
美國大型原油ETF United States Oil Fund(USO)表示,獲其經紀商加拿大皇家銀行(RB ...全文
除了帶來健康損害和人類傷亡,2019新型冠狀病毒疫病大流行正威脅二十多年來,發展中國家在減貧方面取得的大部分進 ...全文
名家論壇Project Syndicate2020年05月21日
In addition to its health and human toll, the COVID-19 pandemic is threatening to reverse much of the progress that developing countries have made in reducing poverty over the last 20 years. Substanti ...More
EJ Insight2020-05-21
今年全球市場原本有個好開局,豈料在新冠肺炎病毒及油價戰夾擊下,即告崩潰,投資者匆忙避險,本港的基金投資者又如何 ...全文
With COVID-19 disrupting the global economy, challenges relating to climate change may have receded from the spotlight for the moment. But, they remain very real indeed. Hong Kong had a relatively dra ...More
EJ Insight2020-05-19
路透報道,美國國會議員及政府官員正討論制定法例,協助企業或主要供應商撤出中國,包括採取減稅、提供補貼及定立新法 ...全文
美國早前實施新出口管制,限制全球使用美國晶片製造設備的半導體製造商向華為供貨。台灣《經濟日報》引述業界消息報道 ...全文
軟銀(SoftBank)公布截至今年3月底止全年業績,淨虧損9616億日圓(約693億港元),是2004年度以 ...全文
發展中國家正處於自1982年以來最嚴重的債務危機的關口。1982年時,債權人要經過3年的努力協商,才最終提出了 ...全文
名家論壇Project Syndicate2020年05月18日
沙地阿拉伯主權基金周日否認,計劃以日本軟銀管理的願景基金(Vision Fund)的投資作為抵押,借貸100億 ...全文