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China’s growth recovering amid signs of caution

Prior to the pandemic, China’s official data showed many years of stable growth ranging from 6.2% to 7.5% year on year, rarely missing the consensus estimate by more than 0.1%. That is no longer the c ...More

EJ Insight2020-11-23

The siren song of austerity

Ten years and ten months ago, US President Barack Obama announced in his 2010 State of the Union address that it was time for austerity. “Families across the country are tightening their belts and mak ...More

EJ Insight2020-11-20

恒指再升129點 內需股紛破頂

美國上月零售銷售差過預期,道指周二下跌超過百點,惟人民幣持續走強,帶動港股延續升勢. 恒指昨收報26544點, ...全文

今日信報財經新聞2020年11月19日

美國外交政策的道德要求

Joseph S. Nye, Jr.深度訪談錄… Project Syndicate:「特朗普的競選誘惑可能會 ...全文

名家論壇Project Syndicate2020年11月18日

【盤房來料】疫苗消息令資金於新舊經濟股之間輪流

疫苖消息繼續炒,Moderna都有疫苗,94.5% effective,仲要唔使負70度運輸,完勝輝瑞,隔晚兩 ...全文

即時新聞即巿股評2020年11月17日

【異動股】京東績後回吐插近9% 經營利潤跌12%

昨日創新高的京東集團(09618)公布截至9月底止第三季純利75.6億元人民幣,按年升11.3倍,股價今早卻顯 ...全文

即時新聞港股直擊2020年11月17日

Market implications of a Biden victory and split Congress

Joe Biden’s apparent victory in the US presidential election marks an end to months of political uncertainty and turmoil. While both Mr Biden’s victory and the outcome of the Senate races have yet to ...More

EJ Insight2020-11-17

On practising politics

... a pedestal. Politics is simple – it is merely the appli ...全文

今日信報時事評論EJ InsightBrian Wong2020年11月17日

Startup ideas: wildfire forecast, better customer communications

It is estimated that the global population was less than 1 billion at the beginning of the 19th century. Today, 200 years later, the world’s population has soared to 7.2 billion, and is expected to re ...More

EJ Insight2020-11-16

On practising politics

... a pedestal. Politics is simple – it is merely the application of theories, through rigorous and careful calculation, to real-life contexts. Unfamiliar with how it’s going to play out? That’s alright, ...More

EJ Insight2020-11-16

中信証券:理性看待近期國企信用風險事件

... 券餘額合計達1028.31億元(人民幣.下同)。一開始諸如華晨、青國投事件雖出人意料,又在情理之中,信用利差有 ...全文

即時新聞中國財經2020年11月15日

Trump is done. But Trumpism isn't going anywhere.

...  for Biden. As of November 12 2020, Joe Biden has clinc ...全文

今日信報時事評論EJ InsightBrian Wong2020年11月14日

Trump is done. But Trumpism isn’t going anywhere.

Sighs of relief reverberated across the globe, when the Associated Press call came through for Biden. As of November 12 2020, Joe Biden has clinched the 279 votes out of the electoral college that he ...More

EJ Insight2020-11-13

【炒股讀心】新經濟股擠出疫情溢價

... 官員,巴林王儲薩勒曼.本.哈馬德.阿勒哈利法親王等多位政要鼎力支持,帶頭接種了國藥集團該疫苗,睇來一場中美疫苗 ...全文

即時新聞即巿股評2020年11月12日

Just when can we go to China without quarantine?

Finally, some good news. Hong Kong government is relaxing the travel restriction on residents who want to return to the city. Starting 23 November, a maximum of 5,000 Hong Kong residents who are now i ...More

EJ Insight2020-11-12

U.S. election: China draws lesson from American democracy

... nald Trump. However, China has held back while American friends and allies such as Canada, the United Kindom, France and Germany and regional countries such as Japan, South Korea, the Philippines, Ind ...More

EJ Insight2020-11-12

U.S. election: China draws lesson from American democracy

... nald Trump. However, China has held back while American ...全文

今日信報時事評論EJ InsightFrank Ching2020年11月12日

【盤房來料】有北水支持科技股彈力較強

... ,科技股特價日喎…….阿Man想問句,咁今日買科技股有冇包郵,係咪一定賺先。 睇番恒指低開74點,早段曾跌11 ...全文

即時新聞即巿股評2020年11月11日

The calm before the exchange-rate storm?

With alternative assets such as gold and Bitcoin thriving in the pandemic, some top economists are predicting a sharp fall in the US dollar. This could yet happen. But so far, despite inconsistent US ...More

EJ Insight2020-11-11

社交媒體與政治二元

... eh Majlesi. 2020. "Importing Political Polarization? Th ...全文

今日信報時事評論黃健明2020年11月11日

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