To predict the movements of the renminbi this year, we need to consider three key factors. First, the internationalization of the renminbi has enhanced the impact of its exchange rate on emerging-mark ...More
EJ Insight2016-02-10
Gold is considered a safe-haven asset that can help diversify risks in a portfolio. While global stock markets tumbled recently, gold investment provides a good return. The gold price has risen 5 perc ...More
EJ Insight2016-02-09
As Hong Kong's tourism and hospitality sector grapples with business slowdown, it can only watch with envy a visitor rush in Macau for the Lunar New Year holidays. While hotels here are struggling to ...More
EJ Insight2016-02-04
More than the city's magnificent urban skyline, Hongkongers can take pride in some of its ongoing mega projects, which are engineering marvels and shining examples of planning and design. World-class ...More
EJ Insight2016-02-03
This time each year, the market shifts its attention to China’s agriculture sector with the release of the No. 1 Central Document. The document includes a blueprint for agricultural development, usual ...More
EJ Insight2016-01-30
Equities worldwide slumped on the first trading day of 2016. Disappointing manufacturing data in China stoked fears about the outlook for the country's economic growth. China’s domestic stock market ...More
EJ Insight2016-01-11
The long-anticipated Fed liftoff took place last month, with officials also hinting at more tightening moves in 2016. Following the US rate move, Hong Kong's housing market has been under pressure and ...More
EJ Insight2016-01-08
Is it game over for Hong Kong? I have asked this question in two previous articles. In a 2013 article, I wrote: “I do not think Hong Kong is 'game over'. But I do think we are in danger of becoming th ...More
EJ Insight2016-01-05
I’ve made 10 “educated guesses” at the end of 2014 for the financial market in 2015. It’s time to review my guesses. 1. The US dollar will continue to strengthen: correct The dollar index has continue ...More
EJ Insight2015-12-31
The Hang Seng Index rebounded to 22,000 points last week but remained range-bound as investors unwound positions before the year ends. Only mainland insurance stocks are likely to outperform and heav ...More
EJ Insight2015-12-22
The Japanese yen has kept weakening after hitting 75.35 against the US dollar in 2012. It weakened to 125.50 to the US dollar this year. The depreciation in the yen has not only stimulated Japan's t ...More
EJ Insight2015-12-19
Having lived in London where you need to take out a second mortgage to take a taxi ride home, one of the quality of life advantages of Hong Kong is its relatively cheap and easily accessible public tr ...More
EJ Insight2015-12-11
With 2015 drawing to a close in three weeks, I'll make some educated guesses on what might happen next year with regard to the global economy and financial markets. The predictions are based on known ...More
EJ Insight2015-12-10
Singapore is a topic of great interest to Hongkongers of all political inclinations. Some see the Lion City as a role model. Others regard it as a vivid example of everything Hong Kong should avoid, f ...More
EJ Insight2015-12-09
The Hang Seng Index is likely to rally further amid improving market sentiment after hitting a 20-day average of 22,653 points last week. The Federal Reserve has sent a clear signal for the first US ...More
EJ Insight2015-11-23
Contrary to industry forecasts that Russian recession will continue, President Vladimir Putin was quoted by Reuters last month saying that "Russia may have reached the peak of an economic crisis". Las ...More
EJ Insight2015-11-21
The US dollar has shown signs of renewed strength, weighing on other currencies and commodities. Are big investors now more optimistic about their dollar positions? And has this made dollar trading th ...More
EJ Insight2015-11-20
It’s widely expected that the US Federal Reserve will hike interest rates next month. The Fed funds rate shows that the chance of a rate hike before year-end soared to nearly 70 percent recently from ...More
EJ Insight2015-11-12
The Hong Kong stock market has become unpredictable due to uncertainties surrounding mainland and foreign capital. In this situation, what should one do? If you are a conservative investor, I would ad ...More
EJ Insight2015-11-10
For much of the year, investors have been fixated on when the Fed will achieve "liftoff" – that is, when it will raise interest rates by 25 basis points, or 0.25 percent, as a first step toward normal ...More
EJ Insight2015-11-10
