The British monarchy is supposed to be politically neutral but that doesn't mean the Queen can’t express her views, deftly, over issues that matter a great deal to her reign and kingdom. Two years ago ...More
EJ Insight2016-06-30
環球市場仍在消化英國脫歐帶來的衝擊,亞太股市普遍高收,惟港股反覆偏軟,恒指昨天收報20227點,跌31點(0. ...全文
Investors are anxiously awaiting the outcome of tomorrow's British referendum on whether the country should stay in the European Union or leave. The result could have a profound impact worldwide, pote ...More
EJ Insight2016-06-22
Renowned short-seller George Soros is reported to have returned to trading after a long hiatus, aiming to profit from what he believes are coming economic troubles. The move is not surprising as the h ...More
EJ Insight2016-06-14
正當全球金融市場對英國脫歐憂心忡忡之際,「末日博士」麥嘉華(Marc Faber)卻罕有地作出「正面」言論,認 ...全文
筆者上周從企業盈利數據、市盈率區間圖(P⁄E Band)等工具,探討恒指走勢。本周再利用類似的分析框架,進一步 ...全文
由筆者籌辦的策略投資會議(Strategic Investment Conference,簡稱SIC)本周二至 ...全文
今日信報理財投資前沿思考John Mauldin2016年05月26日
隨着美元轉弱,而且美國加息預期下降,黃金價格穩步上揚,不少投資者和對沖基金上季開始增持黃金,連久未加碼買入黃金 ...全文
The well-being of the Chinese economy, the world’s second-largest, is of great concern to all. While overcapacity, mounting stockpiles, unchecked monetary supply, and so on, are the usual byproducts o ...More
EJ Insight2016-05-16
Sell in May and Go Away之說由來已久,就是叫大家5月清倉離場,待10月再入市。過去65年 ...全文
今日信報理財投資前沿思考John Mauldin2016年05月11日
踏入5月首個星期,中國及美國公布的經濟數據較預期差,令股票市場的投資氣氛再度轉弱,港股相信亦體驗到傳統投資智慧 ...全文
Hot money in mainland China has been rushing for stocks, real estate and, most recently, commodities, hoping to making a killing before the bubbles burst. These are all side effects of the very easy ...More
EJ Insight2016-04-27
George Soros has said that China's rapid credit growth represents an alarming signal, warning that the Chinese economy "eerily resembles what happened during the financial crisis in the US in 2007 and ...More
EJ Insight2016-04-26