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Leung policy address more politics than economics

Chief Executive Leung Chun-ying used 10 of the first 12 paragraphs of his policy address on Wednesday to stress the importance of "one country". The focus on politics was a sharp departure from his tw ...More

EJ Insight2015-01-15

Why A-shares still have a long way to run

... ould be a sharp deterioration in the labor market, which would affect the Communist Party's power base. The liquidity implications of this macroeconomic backdrop bode well for Chinese stock prices. Wh ...More

EJ Insight2015-01-12

Beware of 10 Black Swans in 2015

... suffers a sharp rise in yields. This article appeared in the Hong Kong Economic Journal on Jan. 7. Translation by Julie Zhu -- Contact us at [email protected] JZ/MY/CG ...More

EJ Insight2015-01-08

Beware of A-share market correction

... avor. The sharp rally of those crowded sectors may be short-lived as they are already overbought, and some smart money may take profit in advance. Mainland property plays have shown impressive gains r ...More

EJ Insight2015-01-06

China likely to inject liquidity to boost capital markets

...  with the sharp market rally, profit-taking might take place after the interim results. It looks set to be a bumpy journey down the road. This article appeared in the Hong Kong Economic Journal on Jan ...More

EJ Insight2015-01-05

Do economic sanctions work?

... S and the sharp slowdown in Chinese growth. China’s slowdown has helped precipitate a broad-based fall in commodity prices that is having a devastating effect on countries like Argentina and Brazil, w ...More

EJ Insight2015-01-05

Shanghai benchmark index may hit 3,500 in first quarter

... dy posted sharp rallies recently, helping drive capital into the H shares of such firms. Thus, an entity such as China Merchants Bank (03968.HK) is already at a premium in Hong Kong over its mainland- ...More

EJ Insight2014-12-30

The brokerage sector’s fund-raising binge

... ook for a sharp pullback in the brokerage stocks, which are likely to face a challenging environment in the second half of next year. Bottom line: Chinese brokerages are in a fund-raising frenzy to ta ...More

EJ Insight2014-12-30

Google's Gmail blocked in China

... splayed a sharp drop-off in traffic to Gmail from China on Friday. "We've checked and there's nothing wrong on our end," a Singapore-based spokesman for Google told the news agency. Chinese Foreign Mi ...More

EJ Insight2014-12-30

'Marry Chrismax' BAD... oops, DAB

... ief. Some sharp-eyed netizens were quick to notice that the Development Bureau used yellow, the same color as Larm’s banner, for “Marry” and adopted the rainbow colors of Wong’s banner for “Chrismax” ...More

EJ Insight2014-12-24

Falling oil prices, high valuation blamed for BYD rout

...  support. Sharp oil price correction, limited cost effectiveness of green energy vehicles, plus price correction of its US counterpart Tesla all triggered the panic sell-off, according to the newspape ...More

EJ Insight2014-12-19

Ten things you should know about the markets in 2015

... audi. The sharp price drop may deal a heavy blow to nations like Russia which rely heavily on oil and gas exports. (6) Massive capital will flow out of emerging markets, which will put their equities ...More

EJ Insight2014-12-18

Hongkonger invents smart coffeemaker

... short and sharp" video his firm prepared, targeting investors through the website.  "We will apply for a patent," said Chiu. He said he and his brother will develop other products and raise funds thr ...More

EJ Insight2014-12-18

Oil slide offers opportunity for carbon tax reform

The sharp drop in the price of crude oil since late June has been grabbing headlines worldwide – and producing a lot of contradictory explanations. Some attribute the fall largely to declining global ...More

EJ Insight2014-12-17

Why renminbi bears may be wrong

... otal. The sharp depreciation of the euro, yen and pound sterling against the US dollar (8.5 percent, 8.3 percent and 5.2 percent, respectively) thus markedly reduced the value of China’s foreign excha ...More

EJ Insight2014-12-15

Chinese margin trading raises red flags

... noted the sharp rise in margin lending and asked retail investors to “invest rationally” and not be “led astray by thoughts like selling apartments or borrowing money to buy stocks”, the newspaper sai ...More

EJ Insight2014-12-11

Occupy clearance doesn't mean end of movement

... d by Gene Sharp in his book "From Dictatorship to Democracy", in which he detailed 198 "non-violent" ways of civil disobedience. According to Tai, if the movement continues along the course of "Colour ...More

EJ Insight2014-12-11

China market to regain footing after Tuesday rout: Credit Suisse

... he recent sharp increase in share prices as stemming from leveraging or margin financing activities, so it took the action to cool down the market," she said. "The move that tightens liquidity is actu ...More

EJ Insight2014-12-10

Oil drop rippling through crude producers, energy firms

... hown that sharp drops in oil prices tend to be associated with recessions as energy demand collapses. Few outside the energy sector have been hurt by this year’s oil rout but the ripples likely have o ...More

EJ Insight2014-12-09

Can Japan reboot?

...  – say, a sharp decline in emerging-market growth – led to a sharp rise in global real interest rates, or a rise in risk premia on Japanese debt? In principle, Japan could weather such shocks without ...More

EJ Insight2014-12-08

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