2020年11月05日:本集的主题是“复苏:中国 vs. 中国除外的世界”。全球经济在10月份进入了分水岭,中国经济已经进入了复苏之路,而欧美政府还得处理疫情。陶冬博士为大家分析中国的复苏走势。
Read More »陶冬会客室:十四五规划的“重点着墨”与“只字不提”
2020年11月20日:本集的主题是“十四五规划的‘重点着墨’与‘只字不提’”。十九届五中全会公告的十四五规划草案,当中的着墨重点和忽略议题均表明中国经济政策转型的大框架正在形成,陶博士为大家探讨政策走向的拐点。
Read More »陶冬会客室:中资占领中环
2021年02月04日:本集的主题是“中资占领中环”。北水南下来势汹汹,大量内地資金涌入香港股市,带动港股自新年后表现强势。到底这是不是一生一次的投资机遇?陶博士为投资者分析在短期和长期的投资策略方面该如何部署。
Read More »陶冬会客室:黄金保值吗?
2021年02月19日:本集的主题是“黄金保值吗?”。黄金一直被视为稳定的保值工具,但央行大肆印钞和比特币的诞生渐渐改变了一些习以为常的投资定式,而黄金的保值性亦在打折扣。陶博士将为大家分析黄金未来的保值功能将如何改变。
Read More »陶冬会客室:2021年的灰犀牛
2021年04月20日:本集的主题是“2021年的灰犀牛”。在新冠病毒变种以及联储政策走势的大环境下,全球经济将面临什么挑战和危机? 陶博士将为大家分析市场和联储对通胀政策和经济复苏预期的差异及其对全球经济的影响。
Read More »In Conversation with Dong Tao: Race for vaccine vs. recovery of economy
August 11, 2020: In this episode, Dr. Tao shares the latest timeline on the global race for COVID-19 vaccines development and how this will impact economic recovery.
Read More »In Conversation with Dong Tao: How far will the Dollar fall?
August 27, 2020: In this episode, Dr. Tao discusses the future direction of the dollar as we navigate through an era of uncertainty.
Read More »In Conversation with Dong Tao: K-shaped recovery
September 16, 2020: In this episode, Dr. Tao analyzes the consequences of an uneven economic growth split between industries and income groups.
Read More »In Conversation with Dong Tao: Living with COVID-19
October 05, 2020: Recently, the new surge of the outbreak across the world has significantly dragged the global economy. In this episode, Dr. Tao analyzes how the virus can co-exist with humans and the economy in the new normal.
Read More »In Conversation with Dong Tao: Recovery: China vs. world exChina
November 05, 2020: China is the only country expected to register positive growth in 2020, according to IMF’s latest forecast. Get insights from Dr. Tao into how China’s recovery path is different from the rest of the world.
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