... in April-May of 2003. But we can’t count on that. We should all prepare ourselves for at least a medium-term contraction in Hong Kong. We should also think in terms of adjusting to some permanent cha ...More
EJ Insight2020-05-13
... -- and I may be wrong and I hope I’m wrong -- but I think it’s changed in a very major way,” Buffett said. “The future is much less clear to me.” So his Berkshire Hathaway sold all its shares in four ...More
EJ Insight2020-05-13
... terprises may be forced into bankruptcy or closure, driving low-income and middle-class citizens into poverty. The ominous consequences don’t stop there. As with climate change, the pandemic’s destruc ...More
EJ Insight2020-05-13
... nees. One may not be convinced that this new cold war i ...全文
今日信報時事評論Brian Wong2020年05月13日
王爾德說過:「一個吻可能會毀掉一個人的一生。」(A kiss may ruin a human life.)在 ...全文
... ggerheads may be resolved, perhaps as early as May 18-19 during the annual meeting of the World Health Assembly, the WHO’s decision-making body. One condition, not unreasonable, set by the Chinese sid ...More
EJ Insight2020-05-12
... 到晚Sell in May and go away,到底是受主觀意願擺布,咒都要咒到股市崩潰,抑或這句老掉了牙 ...全文
... 好的sell in May呢?? 五窮月第一個星期表現不太窮,全拜市場流動性極為充裕所賜。阿Man之前一直強調 ...全文
... nees. One may not be convinced that this new cold war is a terrible idea. In response, I suggest turning to Hong Kong for a preview of what this war could well look like. With radical rhetoric flaring ...More
EJ Insight2020-05-11
... 往般Sell in May,一來是市場對歐美經濟解封後的反彈有憧憬,藉此氣氛把手上投資留至暑假才散水,二來避開 ...全文
... personnel may lack the expertise to determine which workloads should be moved to the cloud or how to effectively implement hybrid multicloud scenarios. Shifting workloads to multiple cloud providers c ...More
EJ Insight2020-05-07
... 此「Sell in May and Go Away」(5月沽貨走人)的說法更要留神。 全球新冠肺炎疫情有緩和跡 ...全文
... o decide. Maybe the ordinary people will say 'Why should we drink Australian wine? Eat Australian beef’?” Last Saturday, Beijing’s liaison office in Hong Kong slammed the opposition for promoting the ...More
EJ Insight2020-05-07
... o decide. Maybe the ordinary people will say ‘Why shoul ...全文
今日信報時事評論STRAIGHT-SHOOTING褚簡寧 Michael Chugani2020年05月07日
上周本欄探討美股「5月沽貨走人」(Sell in May and Go Away)的說法,並根據近30年數據迴 ...全文
... 此「Sell in May and Go Away」(5月沽貨走人)的說法更要留神。 全球新冠肺炎疫情有緩和跡 ...全文
... economies may have legitimate concerns about relying too heavily or solely on China or any other single country for key parts and materials. But the answer is not to dismantle GVCs or roll back global ...More
EJ Insight2020-05-06
... and that may lead to natural monopoly characteristics, including scale benefits to profitability and high barriers to entry. One of the challenges of investing today is that a handful of companies wi ...More
EJ Insight2020-05-05