Moving Forward to 2030

03/2019 03/2019 01/2019 11/2018 09/2018 就如同小兵兵在之前节目中分析的那样，咱们的国产大飞机C919啊，还真是个砸场子的存在。这不首飞才半年，C919就已经"虎口拔牙"似地抢下了730架的订单，着实是让波音和空客这两大航空巨头心烦不已。不过接下来的事恐怕还等让他们接着上上火。探索武器发展历史，展望未来武器发展潮流 25 February, 2019 SOURCE: Flight Dashboard BY: Mavis Toh Shanghai Sino-Russian...

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Fed raises red flag on growth

Published on March 21 2019

The Fed stuns markets by announcing no rate increases in 2019 citing concerns over the global slowdown they are seeing specifically in Europe and China. They also halted the unwinding of their balance sheet at $4 trillion. White House chief economist...

19/03/2019 20/03/2019 When you say China, the term "tradition" might come to mind. But what about innovation? Some might say "China is a big copycat," others point their fingers at China accusing it of "technology theft." But there are also those who...

05/2013 02/2016 03/2016 05/2016 07/2017 08/2017 09/2017 10/2017 03/2018 03/2019 18/03/2019 2007

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Agile

Published on March 20 2019

雅居樂集團 (03383.HK) 公布截至去年12月底止全年業績，營業額561.45億元人民幣(下同)，按年升8.8%。股東應佔純利71.25億元，按年升18.3%；每股基本盈利1.835元。派末期息50港仙，低於對上財年末期息68港仙。全年派100港仙，高於對上財年的90港仙。集團物業發展的確認銷售收入524.88億元，按年增6.5%；物業管理、酒店營運、物業投資及環保業務的收入分別為21.33億、7.22億、1.89億及6.14億元。整體毛利率及淨利潤率分別為43.9%及14.9%，按年上升3.8個百分點及1.8個百分點。...

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19/03/2019

Published on March 19 2019

We continue to see fast money chasing yields into low single B names now. There were also onshore buyers in illiquid LGFVs looking for carry play. Street liquidity limited on the supply side but demand still very firm from retail. Industrial space was...

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18/03/2019

Published on March 18 2019

付費看金錢爆完整版，請購買學習終端機(機頂盒)與在微信【掌握財金】公眾號付費觀看。台灣地區與海外機頂盒購買請洽： qianheyi2018@gmail.com 每晚八點，楊世光的『金錢爆』在仟和亿機頂盒準時上架。掌握金錢爆和楊世光動態，請微博關注@金钱爆InvestorWatcher 和@金钱爆_杨世光美中貿易談判在樂觀當中，漸漸形成的數碼鐵幕？中國發動科技產業彎道超車，美國兵分多路攔截反對竊取機密，強迫企業技術移轉，台灣是周圍供應鏈的其中一員，扮演非常好的信賴角色，不需要去跟大陸對抗而是去找到台灣發展的定位....精彩內容請鎖定老謝看世界。...

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The Big Brexit Short and More

Published on March 17 2019

13/03/2019 On the night of the Brexit referendum the British pound went into free fall, but while many watched with horror, a handful of hedge funds were making staggering profits. This is the story of the Brexit Big Short. Video by Angus Bennett, Leila...

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US HY Bond

Published on March 15 2019

Projected Default Rate Dips despite New High for Corporate Debt to GDP Ratio For the year-ended December 2018, U.S. nonfinancial-corporate debt approximated a record high 46.6% of nominal GDP. The ratio was 45.1% at June 2009’s end to the Great Recession....

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Charlie Munger

Published on March 15 2019

國務院總理李克強會見中外記者時表示，中國經濟確實遇到新的下行壓力，現時世界經濟都在放緩，中國適度調低增速預期目標，用的是區間調控方式，既和去年經濟增速相銜接，也表明國家不會讓經濟運行滑出合理的區間，可說給市場發出的是穩定的信號。他指，面對國際貿易保護主義抬頭的背景，去年經濟能實現6.6%的增速是來之不易，而經濟總量達到90萬億元人民幣，在此基礎上，今年預計經濟增長6%至6.5%，為高基數、大總量上的增長，可以說本身就是進。他表示，近幾年國家利用營改增等載體，平均每年給企業減稅降費一萬億元人民幣(下同)，三年共三萬億元，減稅規模是比較大，而今年亦下決心要進行更大規模的減稅降費，例如將增值稅和單位社保繳費率降低，減稅降費紅利近兩萬億元，是應對當前經濟下行壓力一個十分重要的關鍵性舉措。...