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摘要: By now, it’s more or less an open secret that the good folks at Tether Limited are crooks who have fraudulently pumped the cryptocurrency market in order to...

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摘要: Drew Edwards, CEO of Ingo Money, reflects on how 2020 required merchants to offer instant payment options to meet newly customers' digital demands. In The Connected Economy’s Power Source – CEO Edition, Edwards shares his predictions for how payments transformation will accelerate in the future, including new business models that include monetizing speed for both payors and recipients.

摘要: Lia Cao, global head of wholesale payments solutions, J.P. Morgan, believes that in the post-pandemic economy, there is no room for legacy payment models. "Business transformation is an inevitability in the upcoming environment, and payments now needs to be in lockstep, every step of the way," she says in The Connected Economy’s Power Source – CEO Edition.

摘要: The recent splits of AAPL and TSLA drew a lot of media attention. A common comment was “splits don’t change the stock fundamentals, so they shouldn’t affect valuation.” But that’s not true. Splitting fundamentally changes how stocks trade. That can make it cheaper for investors, improving their returns. In turn, when investor returns increase, stock valuations should outperform.

摘要: The recent splits of AAPL and TSLA drew a lot of media attention. A common comment was “splits don’t change the stock fundamentals, so they shouldn’t affect valuation.”

摘要: 我們很快便確定新冠肺炎疫情將在短期內導致經濟前所未見地緊縮,但大規模的應對政策有助減輕不利影響,國內生產總值的累計跌幅將低於全球金融危機時期。 因此,我們於2月底建議投資人把握永續發展投資前所未見的機會,並於3月底建議策略性加碼風險資產。在股票大幅回升後,我們的策略框架對股票的看法調整至中立,但仍加碼信用債。我們認為較高的息差水準能抵銷違約風險上升的影響。 戰術配置反映較短期的投資觀點,我們於2月28日開始採用審慎觀點,對股票及信用債均作出中立布局。我們於4月6日重新略微上調風險水準,加碼信用債並看好可受惠於利多政策支持的優質資產。這主要反映在加碼美國股票、投資等級信用債及品質因子。 鑑於財政刺激作用減退的風險及大選結果具不確定性,我們目前對美國股票的看法下調至中立,並對新興市場轉趨審慎。我們上調對歐洲股票的看法,因歐洲週期性升勢使其吸引力大增。由於全球投資人渴求收益及央行重啟購買資產計劃,我們維持加碼信用債的觀點。

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