加密資產表現近期起伏不穩。比特幣（Bitcoin）在加密領域一直保持領導地位，佔加密資產總市值約45%，繼續成 ...全文
今日信報理財投資市場觀點Karsten Junius2022年05月30日
Crypto assets have recently experienced a bumpy ride. Representing roughly 45% of the total market capitalisation in crypto assets, Bitcoin has remained the leader in the crypto space and hence contin ...More
EJ Insight2022-05-27
全球價值股在過去6個月表現超越增長股近20%，是最少20年來價值股特別明顯跑贏增長股的一次。有趣的是，儘管金融 ...全文
今日信報理財投資市場觀點Karsten Junius2022年05月16日
近幾周公布的數據顯示，在烏克蘭戰爭開始之前，美國和歐洲經濟體已逐漸感受到全球供應鏈壓力緩和所帶來的好處。紐約聯 ...全文
今日信報理財投資新興智見Karsten Junius2022年05月02日
Hard data published in recent weeks suggests that prior to the start of the war in Ukraine, the US and European economies were starting to feel the benefits from an easing in global supply chain press ...More
EJ Insight2022-04-28
The Chinese (offshore) equity market has suffered heavily over the past year, dropping by more than 30%, which is the sharpest 12-month decline since the global financial crisis. This, however, largel ...More
EJ Insight2022-03-31
俄羅斯與烏克蘭的激烈衝突接近一個月，大大提高今年的不確定性，這已為市場帶來難以應付的挑戰。有見可能出現的結果， ...全文
今日信報理財投資市場觀點Karsten Junius2022年03月21日
俄羅斯大規模入侵烏克蘭不僅導致無辜平民喪生及對其造成相當大的痛苦，更會令整個冷戰後的和平狀態有所動搖。現時最大 ...全文
今日信報理財投資宏觀灼見Karsten Junius2022年03月07日
The inflation data for January were shocking. Instead of falling from 5.0% YoY to 4.4% YoY as predicted by the Bloomberg consensus, consumer prices increased 5.1% from last January. Consensus estimate ...More
EJ Insight2022-02-23
歐羅區1月通脹數據令人震驚。消費物價指數並未如彭博共識（Bloomberg consensus）預測般，從按年 ...全文
今日信報理財投資宏觀分析Karsten Junius2022年02月21日
When the FOMC meets on 26 January, Chair Jerome Powell said that the U.S. labour market conditions are consistent with maximum employment, a milestone that comes nearly two years after the pandemic fi ...More
EJ Insight2022-01-31
