Investors like to call the market crash of Q1 2020 an “exogenous” event, a “black swan” – perhaps another way of saying that at least this time, it’s not anyone’s fault. That crisis had a profound dis ...More
EJ Insight2021-06-21
新年伊始，「高處不勝寒」正好形容投資者面臨的挑戰。去年夏末，投資者憂慮經濟衰退，隨後股市屢試新高，市場氣氛好轉 ...全文
今日信報理財投資宏觀灼見Talib Sheikh2020年02月05日
This is now the longest expansion in post-war history, and the US equity market is at an all-time high. This makes investors jittery, searching the horizon for recession signs. But as the old saying g ...More
EJ Insight2019-11-19
過去10個月，標準普爾500指數年初至今回報23%，MSCI世界指數錄得21%回報，彭博巴克萊全球綜合債券指數 ...全文
今日信報理財投資宏觀灼見Talib Sheikh2019年11月14日
近年投資前景波譎雲詭，回報每況愈下，收益少之又少，波動則有增無減。面臨當前局勢，投資者需要更龐大的收益和資本以 ...全文
今日信報理財投資理財方略Talib Sheikh2019年08月30日
繼美國聯儲局今年初調整政策後，中美貿易談判告吹，激發今年第二次重大政策方向轉變。加徵關稅和暗淡的言論動搖人們對 ...全文
今日信報理財投資理財方略Talib Sheikh2019年06月21日
Markets are in a state of flux. Uncertainty emanates from both the real and the political economy, prompting a dovish pivot by central bankers seeking to stabilize markets and prevent declining busine ...More
EJ Insight2019-04-15
市場瞬息萬變，不確定性來自實體和政治經濟，促使各國央行採取溫和立場，力圖穩定市場，避免營商氣氛轉差削弱經濟擴張 ...全文
今日信報理財投資宏觀灼見Talib Sheikh2019年04月04日
In 2019 we will be looking to see whether global markets can move to a new equilibrium, balancing an acceptance of higher interest rates and the draining of extraordinary liquidity against what we bel ...More
EJ Insight2019-02-13
