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HK: Why the post-Covid environment would stay harsh

...  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

Why investors should not touch airline shares

...  -- 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

COVID-19 is clarifying the climate challenge

... 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

A new Cold War between US and China will benefit no one

... 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

疫情與藍海戰略

... siness, 8 May 2020 參考文獻: 跨境電商主動化「危」為「機」,人民日報海外版,2020年3月 ...全文

今日信報時事評論龍虎山下房育輝2020年05月13日

後疫症時代 拒死亡之吻?

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

今日信報副刊文化忽然文化占飛2020年05月13日

China’s new stance on cooperating with WHO to study virus origin

... 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

Sell in May太濫 食粥食飯睇7月

... 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

今日信報理財投資投資者日記畢老林2020年05月12日

【盤房來料】騰訊勢強留意業績後會否轉勢

... 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

即時新聞即巿股評2020年05月11日

A new Cold War between US and China will benefit no one

... 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

負利率似快來臨 金價衝關開綠燈

... 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

今日信報理財投資信筆攻略習廣思2020年05月09日

Liberating the potential of hybrid multicloud in public sector

... 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

【EJFQ信析】「最佳6個月」走樣 Sell in May有道理

... 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

即時新聞即巿股評2020年05月07日

Yellow economy equals free choice

... 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

Yellow economy equals free choice

... 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

港股「窮絕」勿盡信 5月績差有因

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

今日信報理財投資沿圖論勢呂梓毅2020年05月07日

「最佳6個月」走樣 Sell in May有道理

... 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

今日信報理財投資信報投資研究部信析2020年05月07日

The misguided war on global value chains

... 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

【短線出招】兩個指標仍正面

... 少,Sell in May「五窮」今年可能「自我實現」。 本欄早於在3月24日(當日恒指收報22663)題為《 ...全文

即時新聞即巿股評2020年05月05日

How COVID-19 crisis creates powerful catalysts for change

...  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

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