New Digest

17/09/2007 不過,格林斯潘表示擔心美聯儲在未來25年內致力於保持物價穩定時,將面臨政治面壓力. 他預計,長期來看為了控制通膨,利率可能需要升至雙位數水準. China will become source of inflation worldwide.11/09/2007 中國海關 總署周二說,八月貿易順差249.7億美元 ,創有紀錄以來的第二高,但低於預期的267億美元 出口額總計1113.6億美元,年增22.7%,進口額總計863.8億美元。 中國月度貿易順差最高紀錄是在今年6月份創下的,當時順差達到269.1億美元。

03/090/2007上海八百多間上市公司,今年首半年的營業總額,較去年同期增長近兩成半,達26909億元,淨利潤增加近七成,每股平均收益兩毫幾,其中四份之一的公司,淨利潤增幅超過一半。
上海証券交易所表示,首半年企業的業績增長,主要是來自營業收入,盈利能力不斷提高,其中工商銀行、中國平安等大型藍籌的業績大幅增長,帶動滬市上市公司整體業績提升。 31/08/2007 兩市有1503家上市公司如期披露了2007年半年報。這些公司上半年共計實現主營業務收入3﹒54萬億元,佔今年上半年國內生產總值的 33﹒12%;其中具有可比數據的公司總共完成主業收入3﹒50萬億元,同比增長28﹒56%。1503家公司上半年共創造淨利潤3262億元,可比公司 完成3232億元,同比增長69﹒87%。

29/08/2007 國家主席胡錦濤,主持政治局集體學習,研究金融領域的新問題,他提出,要充份認識金融工作的重要性及緊迫性,加快推進金融改革,更有效運用金融手段,做好 宏觀調控,解決經濟突出矛盾問題,亦要保障金融安全,亦要增強金融業綜合實力,提高對外開放質量及水平,提升競爭力及抗風險能力。

August 5, 2007 “We think the underlying fundamentals of both the global economy and the US economy are permitting this current set of adjustments not to have an effect more broadly,” Kimmitt said. The credit crunch in the US that has rocked global stockmarkets this week is unlikely to impact on the broader US economy, US Deputy Treasury Secretary Robert Kimmitt said Friday.

03/08/2007 American Home Mortgage Investment Corp plans to close most operations on Friday and said nearly 7,000 employees will lose their jobs as the lender becomes one of the biggest casualties of the U.S. housing downturn

Tue Jul 31, 10:27 AM ET

NEW YORK (Reuters) – Prices of existing single-family houses extended their slide across the country in May, marking the 18th consecutive decline in the growth rate, according to an index of major metropolitan areasThe composite month-over-month Standard & Poor’s/Case-Shiller Home Price Index of 10 metropolitan areas declined 0.3 percent to 218.37, bringing the year-over-year fall to 3.4 percent, S&P said in a press release on Tuesday.

26 July 2007 IMF將今明兩年全球經濟成長預估值由4月份的4.9%上調至5.2%.IMF研究部門副主管Charles Collyns表示,中國今年經濟成長的預估值則由10%調升至11.2%,因出口和投資增長強勁,且國內消費也出現回升.他補充道,中國、俄羅斯和印度為今年全球經濟成長5.2%貢獻了超過一半 30 July 2007 匯控半年純利增長25%,派息1.326元,較預期為高匯控半年盈利達108.95億美元(849億港元),第二次派息0.17美元,約1.32港元匯控的盈利較預期好,市場原先估計盈利為93.4億美元。匯控今年上半年撥備634千萬美元,較去年同期升63%,其中一半來自來自美國的業務。Last year half year profit was 8.7 billion us$. In 2007 half year profit is 10.8 billion US$ a annual growth of 13% HSBC=$141 today 31 July 2007 摩根士丹利的報告指,雖然匯豐控股北美業務轉弱,但香港及新興市場保持動力,令上半年業績好過預期,估計全年純利仍會有一成升幅.集團應付美國次級按揭貸款問題,開始有進展,但美國按揭貸款質素,仍是未來主要變數.大摩維持匯控跑贏大市評級,目標價160

28 July 2007 U.S. Treasury Secretary Henry Paulson said on Friday the U.S. economy was making a transition to a more sustainable growth pace, and said recent market volatility should be a warning to investors. “Now I believe what we’re seeing is a strong global economy. This is the strongest global economy I’ve seen in 32 years. The growth rate in Europe has doubled. We’ve got growth throughout Asia. Japan is now growing, so I think this is being driven by strong growth outside of the U.S ave a healthy, diverse economy,” he said. The U.S. economy grew at a strong 3.4 percent annual rate in the second quarter, 中國人壽 保險股份有限公司<2628>周五表示,預計今年上半年凈利同比增長100%以上,主要得益於保險業務穩步增長及投資收益明顯提升 HSBC=$141

July 27, 2007 國家統計局上周公布內地上半年經濟增長百分之十點九,增速比去年同期加快零點九個百分點。而物價指數亦比去年同期上漲百分四點四,是三十三個月來的最高峰,也是連續四個月超過人民銀行 所制定的百分之三「安全界限」國家主席胡錦濤 昨日,要堅持把遏制經濟增長由偏快轉為過熱,作為當前宏觀調控的首要任務。針對最近豬肉、雞蛋等物價飛騰,他還要求控制人民消費物價過快上漲 bought HSBC at $143.2

26/07/2007 U.S. economic activity expanded further in June and early July, the Federal Reserve said on Wednesday, as slower housing markets contrasted with improvements in manufacturing and commercial real estate. Most economists expect US growth to improve to around 3.2 percent in the second quarter of the year after growth cooled to a tepid 0.7 percent pace in the first three months of the year

21/07/2007
BEIJING (Reuters) – China raised interest rates on Friday in the latest of a series of tightening steps aimed at keeping inflation in check and preventing the world’s fourth-largest economy from overheating. The increase came a day after the government reported that annual growth accelerated to 11.9 percent in the second quarter, the fastest rate in 11- years, from 11.1 percent in the first quarter.The People’s Bank of China, the central bank, ordered an increase of 0.27 percentage point in commercial banks’ benchmark one-year deposit and lending rates. That will take the one-year benchmark deposit rate to 3.33 percent from 3.06 percent. The one-year lending rate will rise to 6.84 percent from 6.57 percent.

” The central bank has now raised interest rates five times since April 27, 2006. It has also raised banks’ reserve requirements eight times since June 2006. This interest rate adjustment will help to guide reasonable growth of credit and investment, adjust and stabilize expectations about inflation and maintain basic stability of general price levels,” the central bank said on its Web site, www.pbc.gov.cn

Economists were not surprised by the increase, which takes effect on Saturday 19/07/2007 中國六月份的居民消費物價指數按年升4.4%,上半年達到3.2%,市場預期中央會加強宏觀調控 李曉超說,今年上半年,扣除食品和能源項目後的核心價格指數僅上漲0.9%,工業品出廠價格基本穩定,原材料、燃料、動力購進價格漲幅在回落。國家統計局周四又公布,內地今年第二季經濟增長11.9%,上半年增長11.5% Buy 2828, 2823, 2838 國家統計局周四又公布,內地今年第二季經濟增長11.9%,上半年增長11.5%。內地上半年國內生產總值是10.68萬億元人民幣,較去年同期增長11.5%。單計第二季,增長11.9%。今年上半年工業生產增加18.5%,單在六月就增加19.4%;固定資產投資於上半年總額達5.42萬億元人民幣,增長25.9%。城乡居民收入持续快速增长,增幅为多年所少有。上半年,城镇居民人均可支配收入7052元,扣除价格因素,实际增长14.2%,增幅高于上年同期4个百分点。农民人均现金收入2111元,同比增加314元,扣除价格因素,实际增长13.3%,增速高于上年同期1.4个百分点,高于一季度1.2个百分点。城乡居民收入出现了多年少有的快速增长态势。Buy 0493, 8245, 2331

13/07/2007(Reuters) – San Francisco Federal Reserve President Janet Yellen said on Thursday that current U.S. interest rate policy should promote a gradual drop in inflation, but the recent rapid deceleration in price pressures could be hard to sustain Risks remain skewed toward higher prices, especially because of the possibility of wage inflation, meaning an “asymmetric policy tilt” is appropriate for now, Yellen saidShe forecast moderate U.S. economic growth through the end of 2008, with housing likely to be less of a drag on gross domestic product going forward. Troubles in the subprime home mortgage market, back on the front pages this week, are unlikely to contaminate the broader economy. “I do not consider it very likely that developments related to subprime mortgages will have a big effect on overall U.S. economic performance,” she said. The core personal consumption expenditures (PCE) index, the Fed’s favorite inflation measure, dipped to a year-on-year 1.9 percent in May, back within the Fed’s assumed comfort zone of 1 percent to 2 percent. I conclude that there is a fed rate hike in 2008.

11/07/2007中國人民銀行 公布,直至六月底,外匯儲備為13326美元 ,較去年同期多41.6% TOKYO (Reuters) – Citigroup (NYSE:Cnews) plans to list its shares in Tokyo and boost the number of its branches in Japan by 40 percent as the U.S. financial group looks to move beyond a niche role in the world’s second-largest economy. Citigroup hopes to tap into Japan’s “mass affluent” market — individuals looking for investment products such as mutual funds and cross-asset portfolios, 10/07/2007 The U.S. economy will grow at a moderate clip in 2007 as consumer spending growth slows and business spending moderates during the second half, a key economic forecast released on Tuesday showed.The closely watched Blue Chip Economic Indicators forecast saw year-over-year real gross domestic product, or GDP, growth of 2.1 percent in 2007 and 2.9 percent in 2008

04/07/2007 人民銀行貨幣政策委員會,認為中國經濟形勢總體良好,。國家應繼續實施穩健的貨幣政策,穩中適度從緊,進一步加強貨幣政策,與財政、產業、外貿、和金融監管等政策的協調配合。
會議又強調,要繼續加強和改善宏觀調控,積極擴大國內消費需求,合理控制固定資產投資規模,優化投資結構,加快經濟結構調整和增長方式轉變,大力提高經濟增長品質和效益,促進國際收支趨於基本平衡03/07/2007 匯豐投資管理公司提高了俄羅斯 股票在其投資組合中的比重,押注俄羅斯股市將扭轉近期黯淡的表現. Mon Jul 2, 1:46 PM ET WASHINGTON (AFP) – The US economy appears to be gaining momentum and with it the risk of higher inflation, a survey of economists by the Wall Street Journal showed Monday

26/06/2007 匯豐銀行總經理梁高美懿預期,美國仍有通脹壓力,料聯儲局本星期息口會議,將維持息率,港息亦會跟隨不變

25 June 2007 However, a few signs of stress have surfaced as central banks around the world catch up with a U.S. rate-tightening campaign initiated 3 years ago. And the squeeze on debt-funded property investment has accelerated in recent weeks as markets have raised their expectations for global economic growth and yields on government bonds have soared

23/06/2007三隻中資保險股齊創新高,雖然中資銀行股偏軟,但國企金融股指數仍升76點,報13985點. 中國人壽(2628.HK)曾造出28.95元的新紀錄,後回順至28.65元,升0.15元.
平安保險(2318.HK)高位見56元,後回順至55.9元,升1.9元.
中國財險(2328.HK)高位見6.8元,後回順至6.73元,升0.26元

24/06/2007周小川又說,內地經濟的增長速度可能在今年第二季稍為減慢.另外,周小川表示,人民銀行正密切留意內地股巿.他不肯定是否出現明顯的泡沫.但如果股票的巿盈率過高,投資者需要小心. 民銀行行長周小川說,為了控制通脹,內地可能要進一步加息 There will not be any rate hike in Jul & Aug. Buy 2828, 2823 T

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s


%d bloggers like this: