Hong Kong has lagged far behind mainland China and the United States in the field of big data. The government has been reluctant to allow access to public data, and most corporates have no idea how to ...More
EJ Insight2016-10-14
惠理基金(00806)投資董事王焱東相信,第四季許多宏觀不明朗因素將重回視線,股市波動率將增加,但情況不會如第 ...全文
全球利率低企、負利率環境持續,加上美國加息步伐循序漸進,均為市場增添眾多不確定性,令全球資金對高息回報的追求力 ...全文
... 0月底才啟動。不過,惠理集團(00806)主席謝清海指目前是買入中資股最好時機,可分段買入其看好的資訊科技、醫 ...全文
... 擁半數「定價權」。 惠理集團(00806)主席謝清海昨天分析,「深港通」是較長線的流入,不要期望立即有很大變化 ...全文
... 創業的機遇。 與會的惠理集團(00806)主席謝清海指出,香港作為國際金融中心,最具優勢之處在於其聯繫人角色, ...全文
日本央行於上周貨幣政策會議上決定維持-0.1%利率不變,並確認維持每年購買80萬億日圓國債,但同時宣布以新型量 ...全文
Major central banks have continued to pump money into the markets, sending massive amounts of capital circulating around the world looking for investment opportunities. When selecting investment targe ...More
EJ Insight2016-08-16
Columnist Alex Wong said in an article on Tuesday that many fund managers are now holding high cash positions while looking for speculation opportunities to ensure positive returns. “The rule of value ...More
EJ Insight2016-03-23
The Hong Kong market has been fairly volatile in the second half of this year. Investors are waiting for the first US rate hike in nearly nine years. I hope stocks enjoy a good uptick in the latter ha ...More
EJ Insight2015-12-15
The Hang Seng Index is likely to trade in the range of 21,800 to 23,200 points as investors start winding up their positions for the year-end. Investors should take a medium-term approach to selecting ...More
EJ Insight2015-12-08
The People’s Bank of China (PBoC) is reportedly considering its own version of quantitative easing (QE) by directly buying commercial bank assets or local government debt. The move is aimed at injecti ...More
EJ Insight2015-04-29
Investors are overly pessimistic about the corporate bond market in mainland China despite the better returns it offers, according to Value Partners Group Ltd. (00806.HK). Chinese bond yields have a 3 ...More
EJ Insight2015-04-28
Dear Zijian, From your letter, I gather that you graduated from university recently and that you are focused on value investing. You say you are perplexed that your investment performance has not been ...More
EJ Insight2015-02-13
The Shanghai stock market is unlikely to be impacted much by an upcoming short-selling service under the Shanghai-Hong Kong Stock Connect program, according to observers. The first trial run of the ne ...More
EJ Insight2015-01-12