... g, eroded by inflation. We therefore expect continued high volatility, especially in the equity markets, pressure on corporate bonds, and strain in emerging markets. But the outlook may improve toward ...More
EJ Insight2022-05-23
... l guarded by telecom companies and several internet giants. Last but not least, we have to take the issue of personal data privacy into serious consideration. Cultural big data reveals personal prefer ...More
EJ Insight2022-05-23
Risk assets have gotten off to a historically poor start in 2022, a year in which seemingly diversified portfolios have been generating undiversified returns. Stocks and government bonds are down by d ...More
EJ Insight2022-05-20
... “reduced by 43% by 2030” (including a one-third reduction in methane), “it is almost inevitable that we will temporarily exceed this temperature threshold but could return to below it by the end of t ...More
EJ Insight2022-05-20
... nditions (by both unwinding their balance sheets and increasing interest rates), and this is adding to cyclical pressures on household incomes, and thus on the wider economy. As if that weren’t enough ...More
EJ Insight2022-05-19
... nburdened by legacy technology and legacy thinking, they have redefined customer experience by becoming cloud native, data-driven and futuristic.Meanwhile, incumbent banks often struggle with monolith ...More
EJ Insight2022-05-19
... sanctions by the Americans. They all still have the Huawei shock in mind, when the best company in China was brought to its knees by Donald Trump in a matter of weeks and has not really recovered to t ...More
EJ Insight2022-05-19
... sanctions by the Americans. They all still have the Hua ...全文
今日信報時事評論Mark O’Neill2022年05月19日
... rday –led by a sharp rebound in the three mighty internet giants after a couple of brokers upgraded the battered sector. Specifically JP Morgan made a sharp u-turn by raising the stocks of the big sev ...More
EJ Insight2022-05-18
The global economic downturn caused by the COVID-19 pandemic and unprecedented spread of wildfires across five continents have reinvigorated scrutiny from investors and consumers of ecological and soc ...More
EJ Insight2022-05-18
... t Oxford. By the time you graduate, you will have had a BA (MA), MPhil, and DPhil (PhD) from Oxford. Do you regret not having spent time elsewhere?” That’s a fair question, and one that resonates deep ...More
EJ Insight2022-05-18
The International Monetary Fund’s revised policy framework for managing cross-border financial flows, approved by its Executive Board last month, broadens the circumstances under which countries may r ...More
EJ Insight2022-05-18
... nipulated by the algorithm in ways you don't realize.」 ...全文
Since the second quarter of 2021, inflation in the United Kingdom, the United States, and the eurozone has far exceeded their central banks’ 2% target. This surge could well be explained by the unexpe ...More
EJ Insight2022-05-17
... ne driven by avarice and malicious lies, as opposed to generosity and truthfulness. Professionalism calls for accuracy, not fabrication. This takes us onto the first myth to tackle in this piece: that ...More
EJ Insight2022-05-17
A commentary by philosopher Jürgen Habermas has triggered one of Germany’s most ferocious political debates in decades, on the question of how the country should position itself in the widening Russia ...More
EJ Insight2022-05-17
... , either, by the industry-scale engendering and propaga ...全文
今日信報時事評論EJ InsightBrian Wong2022年05月17日
... proposed by the Mainland in recent years. Movies, performing arts, publication, advertising, and artwork are part of the cultural and creative industries. They not only represent the soft power of a ...More
EJ Insight2022-05-16
