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Fed's upcoming move to impact properties more than stocks

... If Powell makes the announcement in June and starts to wind down the balance sheet shrinking exercise gradually, it should be completed before the next presidential election in 2020. A sharp fall in t ...More

EJ Insight2019-02-19

Digitalizing to create next generation supply chains in Asia

... Asia” now makes and exports nearly half of the world’s goods. Productivity in Asia’s low-end manufacturing, however, remains low. Compared to China, for example, Vietnam and Thailand are 87 percent an ...More

EJ Insight2019-02-15

HK office rent tops globally, but demand remains supportive

... th, which makes it the most expensive in the world and almost 60 percent more expensive than those in Midtown, New York, the number two on the list. In addition, other business districts in Hong Kong ...More

EJ Insight2019-02-14

Five stages of big data development

... a sources makes people realize that a proper management system and heavy investment in data middle-office technology are needed in order to keep data updated and in good quality. In stage five, the ne ...More

EJ Insight2019-02-14

Why the Tencent-Reddit tie-up makes sense for both parties

...  The deal makes sense for both parties. Tencent is keen to expand its presence overseas as competition with rival Alibaba heats up. Reddit offers a highly diversified user base, with around half of it ...More

EJ Insight2019-02-14

How can we tax footloose multinationals?

... tangibles makes matters even worse, because ownership claims can easily be moved around the world. That’s why the United States long ago abandoned using the transfer price system within the US, in fav ...More

EJ Insight2019-02-14

Trump says China trade talks going 'very well'

... president makes a move to change the deadline.” She also raised the possibility of a meeting between the leaders of the two countries, saying Trump’s personal retreat at Mar-a-Lago in Florida would ma ...More

EJ Insight2019-02-14

R&D tax incentives: Why they may not make sense

... It simply makes no sense for a government to adopt a policy that effectively is a subsidy of public money to private businesses to subsidize their operational costs. The evidence is that businesses ma ...More

EJ Insight2019-02-13

Amazon bets on mesh Wi-Fi for smart home push

... ers. That makes it critical for deployment of smart home appliances, which need to be controlled with high performing Wi-Fi networks. Amazon's move to step into the router market follows an initiative ...More

EJ Insight2019-02-13

Why JD.com acquired a hotel in Beijing

... lding. It makes a lot of business sense to acquire a hotel building rather than buy a piece of land in Haidian. JD.com can now transform it into an office building and also as a research and developme ...More

EJ Insight2019-02-12

The New Green Deal is just old white elephants

...  more, it makes the economy weaker. The only Green New Deal that works is governments stepping aside and letting the private sector deliver the technology and innovation required. It is already happen ...More

EJ Insight2019-02-12

Pompeo warns allies against business ties with Huawei

... , it also makes it more difficult for America to be present,” Pompeo told reporters during a stop at the US embassy, referring to Huawei equipment. “If that equipment is co-located where we have impor ...More

EJ Insight2019-02-12

Paris seeks US$14 million from Airbnb for illegal adverts

... 018 which makes companies such as Airbnb punishable by fines of 12,500 euros per illegal posting, a new provision Paris will use to challenge Airbnb in court, Paris Mayor Anne Hidalgo told the Journal ...More

EJ Insight2019-02-11

Syria’s Kurds: The new frontline in confronting Iran and Turkey

...  economy, makes Gulf support for the Kurds more feasible. Seemingly left in the cold by the US president’s announced withdrawal of American forces, the YPG has sought to forge relations with the Assad ...More

EJ Insight2019-02-08

Tencent-backed Maoyan Entertainment makes weak HK debut

Tencent-backed Maoyan Entertainment (01896.HK), China’s biggest movie-ticketing platform by sales, fell 2.7 percent in its Hong Kong stock debut on Monday, the latest in a string of weak starts among ...More

EJ Insight2019-02-04

A Green New Deal for Europe

... ner if it makes their daily lives harder. And there is no doubt that the structural transformation required by a Green New Deal for Europe would require vast funding that might otherwise be spent on p ...More

EJ Insight2019-02-01

Five lessons from the US government shutdown

... all. This makes sense, given that funding a wall was not a top priority when the Republicans controlled both chambers of Congress from early 2017 until January 2019. Well-informed congressional Republ ...More

EJ Insight2019-02-01

Trump says he will meet with Xi to try to seal China trade deal

... tments it makes.  “At this point, it’s impossible for me to predict success. But we’re in a place that if things work out, it could happen,” Lighthizer said at the Oval Office meeting.  Later, he told ...More

EJ Insight2019-02-01

Is Carrie Lam's honeymoon with the opposition over?

... ing. This makes confrontation rather than compromise the norm. Even though the opposition’s role is to oppose – and it did that with hostility during Leung’s rule – it wanted a fresh beginning with La ...More

EJ Insight2019-01-31

Is Carrie Lam’s honeymoon with the opposition over?

... ing. This makes confrontation rather than compromise th ...全文

今日信報時事評論STRAIGHT-SHOOTING褚簡寧 Michael Chugani2019年01月31日

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