香港金融市場表現出色,截至2021年底,在港管理的資產總值4.5萬億美元;私募基金資產達1800億美元,在亞洲區內規模僅次於內地。然而在金融市場產品方面,香港仍側重股票,缺乏多元化發展,為加強產品及服務的深度和廣度,以鞏固其國際金融中心地位,不妨從新興領域入手。
30 Nov 2022
金融學
The rules of international business have changed. To navigate this new paradigm, companies need to understand four important trends: 1) Interdependence between countries has grown and has created new risks, 2) geopolitical competition between the West and China is growing, 3) this geopolitical competition is playing out in advanced technologies, such as AI and semiconductors, and 4) the private sector can’t escape this tension. To mitigate risk, companies need to 1) increase their geopolitical expertise, 2) ask the right questions, 3) accept that politics are inescapable, and 4) consider reputational risk holistically.
28 Nov 2022
教學人員
Local-level governments’ implementation of the 20 new easing measures announced by the State Council has been disappointing, casting further doubt on a real reopening any time soon, according to Chen Zhiwu, a chair professor of finance at the University of Hong Kong.
23 Nov 2022
教學人員
無論是投資者或是經營者,都希望自己參與的企業在市場競爭中立於不敗之地。一間公司的內在價值,取決於其維持自由現金流的能力。能做到歷久不衰、長期獲利的企業,通常都具備可持續競爭優勢(sustainable competitive advantage),也就是畢非德(Warren Buffett)口中的「經濟護城河」(economic moat)。
23 Nov 2022
管理及商業策略
全球各地求才若渴,搶人才成為熱門話題。新一份的施政報告,提出多項招攬人才的政策。同時被視為競爭對手的新加坡,也抛出了搶人大計,務求盡攬全球頂尖人才。這場全球的搶人大戰,香港要怎麽搶?又怎樣才能搶得贏?
20 Nov 2022
教學人員
香港與新加坡的競爭近來再次成為輿論熱點。新加坡前外長楊榮文對媒體表示,疫情防控政策和港區國安法的頒布導致香港資金、企業及人才外流,新加坡將在未來5年至10年受惠。
20 Nov 2022
教學人員
自八十年代開始持續三十年的超全球化日子一去不復返,發達經濟體面臨自七十年代來最嚴峻的通脹壓力,中國經濟發展也減速,全球低增長年代正式來臨。
16 Nov 2022
經濟學
Chen Zhiwu, a professor of finance at the University of Hong Kong, says amid China’s drastically changed political environment, the pressure is “really high, if not higher” for Hui to keep paying down corporate liabilities with his own money.
10 Nov 2022
教學人員