嘉盛Karsten Junius：新冠改變世界 主題投資尋機遇 法巴譚慧敏：美兩黨分治獲投資者鼓掌支持 瑞銀胡 ...全文
Long-term thematic investors assess investments based not only on developments over quarters, but also on fundamental and structural changes that occur over the span of decades. Indeed, many long-term ...More
EJ Insight2020-11-30
長期主題投資者不單根據季度的發展情況評估投資項目，還會因應數十年來發生的根本及結構性轉變作出研究。事實上，很多 ...全文
今日信報理財投資宏觀灼見Karsten Junius2020年11月30日
新冠肺炎感染個案數字近月開始再度回升，令歐美的經濟前景陰霾密布。多個股市亦出現疲軟跡象。儘管企業第三季度財務業 ...全文
今日信報理財投資理財方略Karsten Junius2020年11月16日
法巴譚慧敏：美大選還看政策非政治 瑞銀胡一帆：「十四五」規劃料聚焦4主題 瑞銀李智穎：A股市場前景改善 嘉盛R ...全文
瑞聯韋立民（Norman Villamin）：把握黃金牛市歇息期 低吸礦股 瑞銀胡一帆：亞洲周期性復甦具上行空 ...全文
8月份歐羅區通脹率按年下降至負0.2%，是自2016年以來首次跌入負數區。能源和工業產品價格疲弱是導致通脹率下 ...全文
今日信報理財投資宏觀灼見Karsten Junius2020年10月05日
Euro area inflation rates fell to -0.2% yoy in August, representing the first time that they have entered negative territory since 2016. Weak energy and industrial goods prices are mainly responsible ...More
EJ Insight2020-09-29
The German-French proposal for a recovery fund signals that the two largest economies in the EU can compromise and are willing to take a new step towards tighter economic integration. We do not expect ...More
EJ Insight2020-05-29
央行似乎已阻止全球製造業衰退演變成更大規模放緩，事實上，在連串減息後，孳息曲線已恢復原狀，意味債市投資者不再視 ...全文
今日信報理財投資宏觀灼見Karsten Junius2020年01月13日
Now is the time to position for a review of the European Central Bank (ECB) strategy, which will determine how long-lasting the approach of its former head Mario Draghi will be. Surprisingly, there ar ...More
EJ Insight2019-11-26
Equity markets had their best moment last week when the United States announced that the imposition of additional tariffs on Chinese imports would be delayed from Sept. 1st to Dec. 15th – after the ma ...More
EJ Insight2019-08-27
