主權債及難變現資產：危機一觸即發？
眾所周知，在投資領域，有拜於過去政府能夠無休止地印發貨幣來支付主權債息及還本所需資金，兼且以立法的手段強迫銀行、保險公司、退休基金等重倉持有國債
Is the F&B trade oversupplied in HK? 20240815
Lately we often hear how bad the retail scene in HK has become, and indeed a stroll down main thoroughfares around town reveals just how many boarded up vacant shops there are
星洲舖價 是否見頂？20240717
過去數年，烏克蘭及中東戰爭導致的歐洲資本外流，加上香港新的政治環境，令市場對新加坡資產的投資需求大大飆升，以致如下類別的新聞頭條不絕於目： ． 馬雲妻子斥資3700萬美元購買新加坡丹戎巴葛商舖 ． 橋水基金創立人達利奧與億萬富翁搶購新加坡商舖 ． 新加坡商舖—比第五大道更熱門？ 前兩個頭條尚可理解為 …
東瀛樓市雖熱 深層隱憂不無 20240709
過去數月，投資界茶餘飯後話題越來越多涉及「我們在二世古（港人可能較多熟悉Niseko英文稱呼）買樓」或「我們基金正又去東京掃酒店」之類的言論，就彷如全球其他投資地點都不值一晒，被打入了冷宮…
SGP – Is Retail Property Price Peaking? 20240531
The combined favourable factors from capital flight due to the Ukraine/Middle East wars and HK’s new national security legislation regime have massively pushed up investment demand for Singapore assets…
Is The Big Rush Into Japanese Property Justified? 20240529
We have heard nothing other than ‘we are buying Niseko ski flat’ or ‘our fund is adding Tokyo hotel’ for the past few months, as if the rest of the world is all in the dog house…
Chinese 
English