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All I want for Christmas…

... the worst side effects. There is no clear case for such stringent restrictions. Now, of course, one may reasonably protest that there remains the perennial risk that a) new variants and b) an overload ...More

EJ Insight2022-12-12

《白日青春》香港的驕傲

... The Sunny Side of the Street,印證了香港的堅毅不屈,人情味超濃。我一直覺得奧斯卡的 ...全文

今日信報副刊文化琉璃火徐詠璇2022年12月12日

Outlook 2023: Opportunity in a volatile world

... he supply side of the global economy has downshifted. It has downshifted because globalisation is slowing or reversing, because demographics are now deteriorating rapidly, and because changes in polit ...More

EJ Insight2022-12-09

FIFA’s World Cup follies

... ousted president, Jair Bolsonaro (backed by Neymar), which has annoyed supporters of President Luiz Inácio Lula da Silva, backed by the team coach, Tite, and the dyed-blond striker, Richarlison. The i ...More

EJ Insight2022-12-08

Russia’s financial crisis must come sooner

... e. On one side are Poland, Estonia, and Lithuania, pushing for a price of no more than $30 per barrel. On the other side are Greece, Crete, and Malta, which would prefer a price in the range of $60-70 ...More

EJ Insight2022-12-01

兩種分析法互補 解讀市場動向

... 業的賣方(sell-side)打滾20年,期間協助過14間企業在包括美國的不同交易所上市。早期工作主要是基本因 ...全文

今日信報理財投資CFA指揮室2022年11月14日

Dread or hope at COP27?

...  on their side, and only by balancing the two perspectives will we muster the sense of urgency that the climate crisis requires. To inspire hope, the first expert might point out that the cost of sola ...More

EJ Insight2022-11-11

Trawl for talents: What do young talents want?

... rtably. Besides having purposeful social missions, Millennials and Gen Z tend to place more emphasis on striking work-life balances. They tend to prefer flexible working hours to a 9-6 work schedule a ...More

EJ Insight2022-11-09

Russians’ struggle: Should I stay or should I go?

... nd life inside Putin’s Russia insupportable. Olga Smirnova, prima ballerina of the Bolshoi Ballet, moved to Amsterdam. She said that she “never would have thought” that she’d be “ashamed of Russia,” b ...More

EJ Insight2022-11-08

China girds for tough times

Last month, the world’s attention was focused on the 20th National Congress of the Communist Party of China (CPC). Beyond the headline-grabbing developments – especially President Xi Jinping’s confirm ...More

EJ Insight2022-11-02

Cross-border data flow to empower Hong Kong digital drivetrain

... million residents, we are primed for huge growth potential and a fast-track to economic recovery. For the Greater Bay Area cities to develop, businesses on each side of the border must align strategic ...More

EJ Insight2022-10-25

Some green technologies are more equal than others

... the labor side), and massive infrastructure lock-ins make the economist’s tidy solution nearly impossible. Consider, for example, that over 90% of global coal power capacity is insulated from market c ...More

EJ Insight2022-10-19

J. Bradford DeLong on US inflation, redistribution and more

Project Syndicate: In March, you wrote that higher inflation was “inevitable and therefore not regrettable,” because it was “a side effect and a consequence of the robust recovery,” which amounts to a ...More

EJ Insight2022-10-17

How China is forging its own path to recovery

... to supply side reforms and are not demand driven. While the government cracked down on developers’ debt-fuelled growth strategies, this has not removed the fact that demand remains robust. Therefore, ...More

EJ Insight2022-10-11

Britain is not an emerging market yet

... se idea. Aside from adding an estimated £100 billion ($108 billion) to the UK’s already high debt load, they also will distort the incentives to reduce fossil-fuel consumption at a time when it is in ...More

EJ Insight2022-10-04

When the Fed stops trying

Soon after the 2020 presidential election, the incoming Biden administration set about mapping out its economic agenda. It took pains to avoid three mistakes. First, it was committed not to fall into ...More

EJ Insight2022-10-03

Pound foolishness

... iden’s presidency have been marked by a similar mix. The dollar is now highly overvalued – at least according to the standard valuation criteria – and one must wonder when some holders might start to ...More

EJ Insight2022-09-30

The challenge of monetary tightening

... the asset side of the BOJ’s balance sheet is estimated to be 6.5 years, and their average return is extremely low. Yet, in reality, a technical insolvency would be a non-event. Unrealized losses are n ...More

EJ Insight2022-09-29

新末日博士賴志文傳離任大和

... 銷售部門(sell side)人手的策略。 作風比較敢言亦有不少爭議的賴志文,在2015年因準確預測人民幣貶值 ...全文

今日信報財經新聞中環解密凌通2022年09月28日

Russia’s escalation is unwise, yet remains Putin’s only gambit

On September 21, President Vladimir Putin declared that Russia would turn to partial mobilisation of the country’s population over what he had previously dubbed a ‘special military operation’ in Ukrai ...More

EJ Insight2022-09-22

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