As the world was recovering from the pandemic, inflation shot up, owing to widespread disruptions to global supply chains and sudden changes in patterns of demand. While the demand shifts might have p ...More
EJ Insight2023-11-15
Recently, we have seen the 10-year US government bond rise above 5 per cent again, while a 30-year mortgage in the US has reached 8 per cent. The market expects that the high interest rate levels crea ...More
EJ Insight2023-11-15
... Committee on China)撰寫長達741頁的報告,總統拜登政府與盟友自去年10月,禁止對中國出口可 ...全文
Fixed income is once again firmly in focus for asset allocators, with a study of Asian and European gatekeepers revealing strong expected demand for the asset class over the coming 12 months. The find ...More
EJ Insight2023-11-14
The Google antitrust trial has finally shown just how much the world’s dominant search engine is willing – and able – to pay to be the default on smartphones and other devices: $26 billion in 2021 alo ...More
EJ Insight2023-11-14
WANG ON GROUP(01222) 內幕消息 - 正面盈利預告(143KB, pdf) ...全文
Hamas’s barbaric massacre of at least 1,400 Israelis on October 7, and Israel’s subsequent military campaign in Gaza to eradicate the group, has introduced four geopolitical scenarios bearing on the g ...More
EJ Insight2023-11-13
There are a number of new proposals put forward on the development of innovation and technology in Hong Kong in this year's Policy Address, I would like to offer my views as follows: 100 smart city in ...More
EJ Insight2023-11-13
... 市場重新Risk-On的主要原因是就業數據放緩超出預期,10月份非農業新增職位只有15萬份,低於預期的18萬 ...全文
... 曲出現。 就如女團Wonder Girls在2008年紅遍亞洲的Nobody,即使忘記大部分歌詞,都應該記得「 ...全文
Over the past 18 months, the Federal Reserve (Fed) has raised rates by 525 basis points (bps), its biggest tightening of monetary policy since 1981. Long-term bond yields have also soared. All but two ...More
EJ Insight2023-11-10
The Paris climate agreement, concluded in 2015, has been instrumental in rallying countries around the world to commit to reducing greenhouse-gas (GHG) emissions. But setting ambitious climate targets ...More
EJ Insight2023-11-10
China’s demand for natural gas is set to increase strongly in the years ahead as it transitions to cleaner energy sources. The country has already signed a number of long-term liquefied natural gas (L ...More
EJ Insight2023-11-10
Hong Kong is stuck. But Macau is strong. Financial Secretary Paul Chan Mo-po said the economy will grow by over 3 per cent this year, lower than his previous forecast of between four and five per cent ...More
EJ Insight2023-11-09
With the world’s human population expected to reach a staggering ten billion in the next century, the question of how to achieve food security looms large. The current food system is certainly not up ...More
EJ Insight2023-11-09
Those who know me would know that I have long been a fervent advocate of promoting competitive debating – in both English and Chinese – across China, including, of course, in Hong Kong. Yet debating i ...More
EJ Insight2023-11-08
The leaders’ declaration that emerged from the recent G20 summit in New Delhi highlighted the urgent need for collective action on climate change and sustainable finance. Central to the group’s Green ...More
EJ Insight2023-11-08
Hong Kong Ballet’s annual international gala of stars is long overdue. The last one was held in 2019 just before the pandemic to celebrate the company’s 40th anniversary. This year’s gala was in two a ...More
EJ Insight2023-11-07