At a time when the Chinese economy is slowing and trade tensions remain with the United States, the rise in corporate bond defaults can be interpreted as a further signal to exercise extreme caution w ...More
EJ Insight2019-03-06
在中國經濟放緩,與美國貿易緊張局勢持續之際,內地企業債券違約增加可解讀為在華投資時須更為審慎的另一個訊號。儘管 ...全文
今日信報理財投資宏觀灼見Alejandro Arevalo2019年03月06日
今年對於新興市場投資者而言甚具挑戰。在2018年第一季度,相關資產類別的價格初次感到受壓跡象,主要原因是受美國 ...全文
今日信報理財投資新興智見Alejandro Arevalo2018年12月29日
最近到訪香港和新加坡,感到當地的客戶普遍對市場持審慎態度,話題大多離不開美元、利率的走勢,惟出乎意料對中美衝突 ...全文
今日信報理財投資宏觀灼見Alejandro Arevalo2018年11月24日
It has been less than a month since I came back from meeting clients in Hong Kong and Singapore. The mood I encountered there was one of caution, with talk about the future path of the US dollar and i ...More
EJ Insight2018-11-12
無可否認,新興市場今年經歷外部風險的強大打擊。美元升值、聯儲局矢言加息及中美緊張局勢影響下,全球貿易戰陰霾密布 ...全文
今日信報理財投資新興智見Alejandro Arevalo2018年10月16日
There’s no denying the fact that emerging markets (EM) have faced a perfect storm of external risks this year. The rising dollar, the Federal Reserve’s commitment to raising rates, the looming threat ...More
EJ Insight2018-10-08