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The planet after the pandemic

Scientists have little doubt: the destruction of nature makes humanity increasingly vulnerable to disease outbreaks like the COVID-19 pandemic, which has sickened millions, killed hundreds of thousand ...More

EJ Insight2020-06-03

Libra without Facebook: How Celo boosts financial inclusion

Thanks to Facebook-based Libra project, “stablecoins”, the latest craze in the cryptocurrency space, have attained great interest from the financial sector in recent months, spurring major central ban ...More

EJ Insight2020-06-03

How Australian superannuation funds mitigate FX settlement risk

Due to an overall increase in pension assets during the past decade, pension funds have cemented their status as one of the largest asset owners globally. As a result of the pension industry’s growth, ...More

EJ Insight2020-06-02

Economic recovery from COVID-19 unlikely near term

COVID-19-induced turmoil have sent markets on a rollercoaster ride since February. The initial pace of the downturn in the current bear market was much more rapid than in all other bear markets since ...More

EJ Insight2020-06-01

軟銀基金勁蝕CEO漲薪

日本軟銀集團(SoftBank)旗下的願景基金(Vision Fund)過去一年投資表現相當不濟,在截至202 ...全文

今日信報EJ Global2020年06月01日

Cooperate with China or suffer

As governments worldwide confront the terrible choice between saving lives from COVID-19 and protecting people’s livelihoods, economic indicators highlight the intensity of the dilemma. Unemployment h ...More

EJ Insight2020-05-29

COVID-19: The impact on global equities

The COVID-19 crisis has affected all asset classes; global equities have not been spared. In the long-run, equity market returns are dependent on realised and expected earnings, which are closely tied ...More

EJ Insight2020-05-29

Who has the world’s largest economy?

The World Bank’s International Comparison Program has just released its latest measures of price levels and GDP across 176 countries, and the results are striking. For the first time ever, the ICP fin ...More

EJ Insight2020-05-29

Recovery fund could permanently change the EU

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

中資價值股有望追落後

受到「港區國安法」及中美關係惡化影響,港股近日積弱,似乎又有執平貨機會,不過,《國安法》問題持續發酵,本地股份 ...全文

今日信報理財投資隨筆Fund享徐意2020年05月28日

三座大山力壓 銀行股宜忍手

5月27日,周三。消息人士透露,上海證券交易所正就改進上證指數權重和編制方法進行商討,包括評估是否把科創板公司 ...全文

今日信報理財投資投資者日記畢老林2020年05月28日

The digital path to citizen-centric finance

Today, “mobile money” – a service enabling people to send, receive, and store money on a cellphone – allows a market trader in Kenya to borrow a modest amount at sunrise to buy her stock, and then pay ...More

EJ Insight2020-05-25

新冠疫苗研發股貴 有基金經理瞄準病毒檢測股

新冠肺炎疫情爆發以來,美國投資者憧憬一些疫苗研發企業獲得業務發展空間,因此追捧疫苗概念股份,股價升勢相當凌厲。 ...全文

即時新聞國際財經2020年05月25日

股權投資行業盛衰循環

筆者近日研讀Ray Dalio所寫的幾篇關於The Changing World Order文章,文章簡明地道 ...全文

今日信報理財投資私募廣角鏡松仁2020年05月23日

Europe’s Hamiltonian moment

The new Franco-German proposal for a €500 billion ($547 billion) European recovery fund could turn out to be the most important historic consequence of the coronavirus. It is even conceivable that the ...More

EJ Insight2020-05-22

監管介入 美大型原油ETF基金被限購期油

美國大型原油ETF United States Oil Fund(USO)表示,獲其經紀商加拿大皇家銀行(RB ...全文

即時新聞國際財經2020年05月21日

把燃料補貼花在疫病救助和窮人身上

除了帶來健康損害和人類傷亡,2019新型冠狀病毒疫病大流行正威脅二十多年來,發展中國家在減貧方面取得的大部分進 ...全文

名家論壇Project Syndicate2020年05月21日

Spend fossil-fuel subsidies on pandemic relief and the poor

In addition to its health and human toll, the COVID-19 pandemic is threatening to reverse much of the progress that developing countries have made in reducing poverty over the last 20 years. Substanti ...More

EJ Insight2020-05-21

行業股票基金成逆市奇葩

今年全球市場原本有個好開局,豈料在新冠肺炎病毒及油價戰夾擊下,即告崩潰,投資者匆忙避險,本港的基金投資者又如何 ...全文

今日信報理財投資隨筆Fund享徐意2020年05月21日

神州優車擬售資產套11億

陸正耀任董事長的瑞幸咖啡陷入財務造假風波,被納斯特交易所要求退市除牌,陸正耀旗下另一公司神州優車亦傳出有資金需 ...全文

今日信報財經新聞2020年05月21日

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