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一月開局挾空倉 美股今年多看淡

... 買方交易員(buy-side trader),其次是賣方交易員(sell-side trader),然後是風險 ...全文

今日信報理財投資信筆攻略習廣思2023年02月01日

How not to fight inflation

...  is any upside to this approach. In fact, raising interest rates could do more harm than good, by making it more expensive for firms to invest in solutions to the current supply constraints. The US Fe ...More

EJ Insight2023-01-30

If China wants to capture Taiwan, now is the time?

... 7 when President Xi Jinping needs to secure his fourth term as leader of the Chinese Communist Party. A victory over Taiwan would not only be more than enough politically for his continuous clinging t ...More

EJ Insight2023-01-26

The war in Ukraine: 'Ripe' for peace or not?

... ter, both sides fought fiercely around Bakhmut in Donbas, with hundreds of casualties each day which render the battle a meat grinder. Kyrylo Budanov, the head of the Ukrainian Defence Intelligence, a ...More

EJ Insight2023-01-09

Geopolitics affects everyone

... curity considerations, and broader, strategic deliberations revolving around how countries relate to one another. Supply chains are being rerouted as we speak, despite the emerging patterns being neit ...More

EJ Insight2023-01-05

Five 'wars' that could lead to higher inflation

... on demand-side factors that will lead to higher spending, deficits, debt monetization, and inflation. But there are also many medium-term negative aggregate supply shocks that could add to today’s sta ...More

EJ Insight2023-01-03

Climate change is making us sick

... ization’s side pavilion. These discussions were particularly timely, given the current surge of COVID-19, fueled by the newest Omicron subvariants, in Europe and the United States. But, beyond a blink ...More

EJ Insight2022-12-19

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

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