订阅我们的 Insights 简报

我们的 "洞察 "提供金融和经济、社会或艺术幕后的信息、启发、惊奇和娱乐性洞察。每月一期的时事通讯为您提供最新信息。

Insights《洞悉》内容

我們的作者將提供他們對重大議題的獨到見解,解釋前因後果、內外聯繫,幷提供寶貴的背景信息。 我們涉及的主題包括投資策略、生活方式、可持續發展等。 請選擇您特別感興趣的主題。

投资策略

CapEx - beyond AI

Capital expenditure (CapEx) on long‑term assets like buildings, machinery, vehicles, and technology has been strong for AI-linked investments. But are there CapEx opportunities beyond AI?
alt=""
企业家精神

Disruptive innovation: between euphoria and disappointment

When new technologies emerge, euphoria and disappointment are never far behind. The success of an innovative technology is rarely predictable. What can investors do to manage risk while still participating in the success of genuine innovation?
可持续性

Reasons to be positive after COP30

Most headlines focussed on the all-night negotiations that ended the latest UN climate change conference in Belém. When dawn broke over Brazil on the final day of COP30, it seemed as if a deal was out of reach. Several delegates were poised to abandon the talks when the chief Saudi negotiator...
金融市场

China: a tale of two realities

Rapid adoption of new technologies sees China economically leapfrogging its competitors worldwide, while US tariffs have created headwinds for its much-lauded integrated supply chain.

我們的2026年投資展望

為全球大局變遷作好部署

全球經濟正在重新調整。這對投資者有何啟示?請參閱我們的2026年投資展望報告。

更多有關Insights《洞悉》的資訊?

我們會定期以電子郵件形式傳送《洞悉》的新文章。