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Why I believe the US stock market is cheap vs others

The stock market, like any other market, is a set of relative opportunities, not absolute ones.I have never seen a more pessimistic environment despite a stock market that continues to reach all-time ...More

EJ Insight2018-09-10

Why a full-on war against the HKNP will only backfire

Hong Kong authorities have invoked the Societies Ordinance in a bid to suppress the independence-leaning Hong Kong National Party (HKNP). The establishment camp, meanwhile, has lashed out at the city' ...More

EJ Insight2018-08-29

Trump hits rate hikes, urges Fed to help boost economy

US President Donald Trump said he was “not thrilled” with the Federal Reserve under his own appointee, Chairman Jerome Powell, for raising interest rates and said the US central bank should do more to ...More

EJ Insight2018-08-21

Why building a huge man-made island off Lantau is a smart idea

Our Hong Kong Foundation has put forward a bold and visionary proposal known as the 'Enhanced East Lantau Metropolis" program. Under the proposal, the foundation suggests that the government build a g ...More

EJ Insight2018-08-16

The Turkish emerging market timebomb

Turkey's falling currency and deteriorating financial conditions lend credence, at least for some people, to the notion that "a crisis is a terrible thing to waste.” I suspect that many Western policy ...More

EJ Insight2018-08-15

Milano五伙撻訂戶加價最多5.9%

新地(00016)旗下元朗錦田北PARK YOHO Milano(下稱Milano)開售不足兩周售逾80%,項 ...全文

今日信報地產市道2018年08月15日

證監樓上炒coin

中環甲級商廈愈租愈貴,不少投行都遷徙到鰂魚涌、黃竹坑以至九龍區,但同時有人漏夜趕科場。近日盛傳全球最大虛擬貨幣 ...全文

今日信報財經新聞新聞點評高天佑2018年08月14日

BitMEX傳駐長江中心 創紀錄呎租203

中環核心區商廈空置率奇低,企業為求進駐指標商廈,各出其謀搶租據點。長實(01113)旗下中環皇后大道中2號的長 ...全文

今日信報地產市道2018年08月13日

My Central撻訂料遭沒收200萬訂金

長實(01113)與市建局合作發展的中環My Central錄得撻訂個案,料損失200萬元。 據悉,項目15樓 ...全文

地產投資新盤情報2018年08月07日

Time for Hong Kong to do more to curb human trafficking

The US Department of State has been publishing the annual Trafficking in Persons (TIP) report since 2001 as required by the Trafficking Victims Protection Act (TVPA) passed by Congress in 2000. The TI ...More

EJ Insight2018-08-06

Tseung Kwan O nano flat costs more to rent than a Peak unit

If there is one special thing about my home district Tseung Kwan O, it is all about the ultra-high-density living. Looking out from my balcony, I can see around 20,000 homes. The calculation is easy: ...More

EJ Insight2018-08-01

China: The demise of the Quad?

While having lunch with an Asian diplomat a couple of weeks ago, I happened to mention the Quadrilateral Security Dialogue, which comprises the United States, Japan, India and Australia and is commonl ...More

EJ Insight2018-07-30

DAB old-timers: Not all want to retire

Apart from the old-timers, including those from the Business and Professionals Alliance for Hong Kong, that I mentioned in my previous column, several incumbent lawmakers of the Democratic Alliance fo ...More

EJ Insight2018-07-25

My apology tour

American presidents are supposed to take America’s side when dealing with other countries. When Barack Obama was (falsely) accused of starting his term with a Middle East “apology tour”, it was unders ...More

EJ Insight2018-07-24

Trump not happy with Fed rate hikes, strong dollar

US President Donald Trump criticized Federal Reserve policy even though most economists believe the highest inflation in seven years and lowest unemployment in 40 years justify recent interest rate ri ...More

EJ Insight2018-07-20

PBoC moves don't mean halt of deleveraging policy

The People's Bank of China (PBoC) has cut the reserve requirement ratio in a targeted way, and then lowered re-lending rates to small enterprises. Would that be sign of a "U-turn" in China's deleverag ...More

EJ Insight2018-06-27

Deleveraging, trade tensions China's two main challenges

Chinese President Xi Jinping wrote in an article that China must try to overcome Thucydides Trap and the middle-income trap. The first one means China should handle its relationship well with major po ...More

EJ Insight2018-06-26

MTR bosses admit responsibility for scandals, dodge resign call

The MTR Corp. management admitted responsibility for the spate of scandals that rocked the Shatin-Central Link (SCL) project, but did not give a clear answer on whether the rail operator's top officia ...More

EJ Insight2018-06-22

Trump backs down on separating immigrant children amid outrage

US President Donald Trump backed down and abandoned his policy of separating immigrant children from their parents on the US-Mexico border, after images of youngsters in cages sparked outrage at home ...More

EJ Insight2018-06-21

In Hong Kong, traditional characters please

Earlier this month, the Hong Kong branch of the Harrow International School told parents that, from August this year, it will teach Chinese to junior students using simplified, not traditional, charac ...More

EJ Insight2018-06-20

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