本港新冠肺炎確診數字顯著回落,防疫措施明日(周五)進一步解封,包括延長食肆堂食時間及重開戲院等,預料有助提振零 ...全文
專門投資植物肉及植物製乳製品企業的創投基金Lever VC,該創投基金主管合夥人Nick Cooney表示,替 ...全文
The coronavirus pandemic has taken equity and fixed-income investors on a roller-coaster ride this year – first with a remarkably rapid downturn, and then with a pronounced rebound. But the US stock m ...More
EJ Insight2020-08-25
繼美國聯邦退休基金叫停對中國股票的投資計劃後,美國國務院最新敦促美國的大學院校,把捐贈基金所持有的中國股票沽出 ...全文
投資市場在新冠疫情下墮入驚濤駭浪,本港零售基金銷售度過表現最差的上半年,遭投資者淨套現47億美元(約366.6 ...全文
In an April commentary about the wild gyrations in financial markets during the February-March phase of the COVID-19 pandemic, I noted that the behavior of equity markets had been as bewildering, comp ...More
EJ Insight2020-08-14
歐盟通過設立規模高達7500億歐羅的復甦基金,有望提振歐洲經濟,歐羅兌美元亦正值強勢,歐洲股票值得留意。然而, ...全文
俄羅斯周二搶閘註冊首支疫苗後,安全和效用馬上受到西方國家,甚至本土專家質疑。該國以昔日太空競賽的蘇聯人造衞星「 ...全文
軟銀集團(SoftBank)行政總裁孫正義表示,公司考慮出售旗下英國晶片設計商ARM的部分或全部股份,目前正展 ...全文
Having first become a significant issue at the start of the year, hysteria and concern about it grew as the year progressed. Just when it appeared as though the situation was under control, a troublin ...More
EJ Insight2020-08-11
Long after the coronavirus has receded and Hong Kong gets back to ‘normal’, the painful scars of impoverishment will linger. While the Lam administration spares no effort to weaponize the pandemic for ...More
EJ Insight2020-08-10
彭博報道,華潤旗下的華潤資本和一個私募基金落實收購經營連鎖超市city'super的City Super Gr ...全文
滙豐控股(00005)上半年業績不滯,須靠亞洲區業務撐起盈利,卻反映區內經濟基調相對穩健。全球增長股已反彈不少 ...全文
A Hong Kong asset manager has proposed building “International Charter Cities” (ICCs) in western countries to receive hundreds of thousands of Hong Kong people who want to emigrate. Ivan Ko (高廣垣) is c ...More
EJ Insight2020-08-03