專欄季報

Investors should resist the tyranny of quarterly earnings

In the past few months, I have discovered that almost no one supports the obligation on listed companies to produce quarterly accounts or interim management statements. The European Union is now engaged in the slow process of removing this requirement.

This issue is the tip of a large iceberg. The common reaction to every failure in financial markets has been to demand more disclosure and greater transparency. And, viewed in the abstract, who could dispute the merits of disclosure and transparency? You can never have too much information.

But you can. There are costs to providing information, which is why these obligations have proved unpopular with companies. There are also costs entailed in processing information – even if the only processing you undertake is to recognise that you want to discard it. Many people resent junk mail as they throw it away and pay to have spam filters installed on their computers. They are not convinced by the argument that you never know when you might need counterfeit Viagra or a replica Rolex.

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約翰•凱

約翰•凱(John Kay)從1995年開始爲英國《金融時報》撰寫經濟和商業的專欄。他曾經任教於倫敦商學院和牛津大學。目前他在倫敦經濟學院擔任訪問學者。他有著非常輝煌的從商經歷,曾經創辦和壯大了一家諮詢公司,然後將其轉售。約翰•凱著述甚豐,其中包括《企業成功的基礎》(Foundations of Corporate Success, 1993)、《市場的真相》(The Truth about Markets, 2003)和近期的《金融投資指南》(The Long and the Short of It: finance and investment for normally intelligent people who are not in the industry)。

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