Bank of East Asia2

曾渊沧:东亚创新高有可疑

深港通正式获国务院批准后的第二天,恒指下跌111点,不少人马上悲观地认为深港通无料到,我想告诉大家,我非常看好深港通,也看好港交所(388)的股价。
Customers watch share prices on an electronics stock board at a security firm in Shanghai, China, on Tuesday, Feb. 5, 2013. Photographer: Tomohiro Ohsumi/Bloomberg

曾渊沧:入摩不成继续闭关

临近6月15日,急升的A股差不多打回原形了,昨日凌晨,大摩正式宣布不将A股纳入MSCI,于是,A股一开市就急跌。
US Secretary of State John Kerry and Chinese Foreign Minister Wang Yi (R) gestures in Beijing on April 13, 2013, to attending meetings with officials.  Kerry arrived in Beijing to seek China's help to rein in a belligerent North Korea and provide a foundation for Seoul to lower soaring tensions with Pyongyang.        AFP PHOTO / POOL / Paul J. Richards

曾渊沧:中美结算花落谁家

中美战略经济对话结束,世界两大经济体对话是好事,合作总比对抗强。这一回对话,双方都释出善意,美国国务卿克里说美国在南海问题不持立场,希望各方自我克制,这项声明明显与过往不断指责中国在南海挑起紧张的说法缓和得多。
Customers watch share prices on an electronics stock board at a security firm in Shanghai, China, on Tuesday, Feb. 5, 2013. Photographer: Tomohiro Ohsumi/Bloomberg

曾渊沧:大摩与中证监博弈

大国崛起,因此大摩正在考虑是不是应该在本月中将中国A股加入MSCI其中一个指数,在美国上市的中资股已经加入MSCI的其中一个指数,但是MSCI迟迟都不将A将纳入,必有一个很强的原因。