Jerry Yang, Kai-Fu Lee, Steve Chen: what do they have in common? They are all top-tier Silicon Valley stars who were born in Taiwan. Taiwan has been well known for manufacturing semiconductor for deca ...More
EJ Insight2017-07-27
“Taobao”, a Chinese term which means finding treasure, is part of a bigger process which is discreetly transforming the payment system and money or credit creation in the country. In the China Super L ...More
EJ Insight2017-07-26
Greece got solid demand Tuesday for its first bond issuance in three years, in what the government sees as the first of several moves that will enable the debt-ridden country to wean itself from new b ...More
EJ Insight2017-07-26
大宗商品價格的上升,令不少礦務股帶來理想業績,而部分市場忽視的規範較少礦務股或有留意價值。 鐵貨(01029) ...全文
HNA Group Co. disclosed it’s controlled by a couple of charities as the acquisitive Chinese conglomerate, whose overseas investments have come under scrutiny, seeks to dispel concerns about its owners ...More
EJ Insight2017-07-25
It’s widely debated whether the Hang Seng Index can hit 30,000 points again. In fact, I was asked the same prospect 10 years ago when China floated the so-called through train scheme in August 2007. U ...More
EJ Insight2017-07-24
The International Monetary Fund kept its growth forecasts for the world economy unchanged for this year and next, Reuters reports. It revised up growth expectations for the eurozone and China The IMF ...More
EJ Insight2017-07-24
Philippine real-estate stocks will extend a market-beating rally, unfazed by the most expensive valuation in four years, Bloomberg reports, citing the country’s biggest money manager. The Philippine S ...More
EJ Insight2017-07-24
日本軟銀集團一改之前投資機械人、電腦科技等習慣,首度染指農業。該公司牽頭的願景基金(Vision Fund), ...全文
Given the recent market conditions which saw strong stocks become even stronger, the strategy of picking outperforming counters assumes ever greater importance. This week, we apply the Richard Driehau ...More
EJ Insight2017-07-20
Oil has been long considered the lifeblood of the global economy. Nations have tried their best to protect oil shipping routes. But oil dependence has started to fall thanks to nuclear energy and tech ...More
EJ Insight2017-07-20
Hong Kong's government, companies and people need to change their mentality if they are to seize the business opportunities offered by Beijing’s One Belt, One Road (B&R) initiative, said the chair ...More
EJ Insight2017-07-20
Chinese commercial property conglomerate Dalian Wanda Group altered a deal with Sunac China (1918.HK) announced a week ago, after banks scrutinized their credit risk, by bringing in another developer ...More
EJ Insight2017-07-20
Hong Kong's government, companies and people need to ch ...全文
今日信報時事評論Mark O’Neill2017年07月20日
Here is a story from Tao Dong, managing director and senior advisor with Credit Suisse Private Banking Asia Pacific, about his experiences during recent trips to China. When Tao was waiting at the Zhe ...More
EJ Insight2017-07-19
「大膽信任,小心求證」(trust, but verify)。美國前總統列根在處理蘇聯裁減核武的問題上喜歡引用 ...全文
今日信報理財投資THE LEX COLUMN2017年07月19日
Six students, who have achieved perfect scores in this year’s Diploma of Secondary Education (DSE) exams, have all chosen to study medicine. While it is a noble choice, becoming a doctor may not be th ...More
EJ Insight2017-07-17