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神秘推手發功 中巴恍如丹楓

最近Argyle Street基金在市場上可算是手腳多多,這隻基金早前已成功推動龔如心系的丹楓(00271)回 ...全文

今日信報理財投資財經coffee陸永2017年02月25日

香港樓市續升 台股跑贏同區

... 中港股票基金,其中,惠理集團(00806)及恒生H股指數股票型基金分別升3.33%及2.03%,港股外圍氣氛良 ...全文

今日信報理財投資基金人語龐寶林2017年02月23日

風險之年 不必悲觀

今年以來,中港股市錄得不俗表現,這大多要歸功於人民幣貶值料緩解、部分海外資金回流並投資於A股當中的優質藍籌股, ...全文

今日信報理財投資理財方略曾德明2017年02月15日

A股金融板塊看好

MSCI明晟主席兼行政總裁Henry Fernandez近期表示,儘管中國資本管制尚未影響到國際投資者,但若中 ...全文

今日信報理財投資通識ETF羅寧雨2017年02月07日

Time for Hong Kong to catch up on Big Data

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

Hong Kong equity rally still has some room to run

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

Is value investing out of date?

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

How investors can prepare for the year-end

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

How to select stocks amid stalling economic growth

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

PSL or QE? Whatever you call it, the endgame is the same

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

Value Partners upbeat on Chinese corporate bonds

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

Letter to a young investor: Try hard, play hard

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

Short-selling via through-train may not dent A-shares: experts

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

HK stocks could be lackluster in 2015: hedge fund manager

Hong Kong's stock market could remain relatively flat in 2015, with a cross-border trading program launched in November last year unlikely to give a significant boost to local equities, according to a ...More

EJ Insight2015-01-05

HKEJ Today: Highlights

Following is a summary of major news and comments in the Hong Kong Economic Journal, the parent publication of EJ Insight, on Tuesday, March 11: TOP STORIES Hong Kong, mainland stock markets seen weak ...More

EJ Insight2014-03-11

China Vanke gets nod for B-H share switch, paper says

China Vanke Co., Ltd. (000002.CN) gained regulatory approval Monday to convert its Shenzhen-listed B shares to an H-share listing in Hong Kong, the Economic Information Daily reported Tuesday. China R ...More

EJ Insight2014-03-04

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