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財經自由講 2.0

利世民

深入分析世界.中國.香港.財經金融現象;主持利世民、顏寶剛。 leesimon.substack.com

PublishesWeeklyEpisodes24Founded6 months ago
Language
Korean
Number of ListenersCategories
BusinessNewsBusiness News

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Artwork for 財經自由講 2.0

Latest Episodes

今屆政府極度重視「北部都會區」,但項目進展緩慢;今年施政報告提出以「專屬法例」,允許政府在無需立法會批准的情況下為該項目注資,並可能繞過環境評估(環評)和收地等既定程序。這個新法律框架的影響,包括在城市規劃方面可能與現行法例的衝擊。

另外,招標中的「雙信封制」,過去曾遭到本地地產商的反對,現在卻沒有人出聲,種種跡象顯示「北部都會區」屬國家任務。

目前香港的經濟挑戰,包括不斷上升的失業率,以及金融市場與實體經濟表現之間的兩極化。政府在產業發展上的方針,推動「先進製造」和生物科技,但按照目前香港... more

香港的交易所和證監會(Securities and Futures Commission)有職員因涉嫌向財經網紅洩露未公開的企業資訊(包括私有化通告)而受到調查 。

根據了倫敦商學院(Bayes Business School)的一項研究,香港在2023年有10.26%的交易存在資訊外洩情況 。如果將時間線拉長至2009年至2023年,香港的資訊外洩比例更高達13.7%,位居全球第一 。

根本在於資訊不對稱(information asymmetry),而非單純的監管不足。解決方案是利用監管... more

「五失」是中國大陸近年出現的新詞,指的是一群「被社會遺棄的市民」 。他們包含五種困境:生活受挫、投資失利、家庭糾紛、精神障礙和情緒失控 。

為了應對這些人士可能帶來的社會不穩定 ,中國成立了「社會工作部」(簡稱中社部)來「照顧關懷」他們 。然而,評論認為這項措施表面上是關懷,實際上卻是更強烈的社會監控 。政府的目的在於防止「五失分子」失控,成為社會不穩定的溫床 。

與其他國家(如美國)擁有多元的支持網與安全網不同,中國社會缺乏健全的公民社會 。在中國,提供協助的唯一力量幾乎只有政府部門 。由... more

從英美到中國的世代絕望.AI、社保與去工業化風暴席捲全球.年輕人為何選擇躺平?零工經濟與社會固化下年輕人如何找到出路?

英國青年就業問題的現狀與成因是什麼?

英國有近一百萬名16至24歲的年輕人既沒有就業,也沒有讀書或接受培訓 。這個數字在近幾年增加了20萬 。主要原因之一是政府的加稅政策,例如提高NI(僱主工)和降低納入NI的門檻,導致企業不願增聘人手,首當其衝的就是年輕人 。

美國的青年就業狀況如何?AI對其有什麼影響?

美國大學畢業生的就業情況很差,除了少數頂尖的AI研究人員能獲得... more

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