Do they know something we don’t? Fallen angels such as Alibaba Group, Tencent Holdings and Meituan (collectively referred to as ATM) – with the first one causing 98 year-old Charlie Munger a reported ...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
So here’s to the final chapter in the series. We’ve spent the past two articles discussing the myths – and misprojections – concerning education at Oxbridge. I want to end on a more personal note. Man ...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
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
So! Here comes another round of myth-busting. Prior to that, however, let’s be very clear here – I do not take issue with mentors and advisors working with students through the university application ...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
... e. As someone who has spent 7 years at Oxford, starting ...全文
今日信報時事評論EJ InsightBrian Wong2022年05月17日
... 報率(Return on Capital, ROC)作為重要衡量指標。資產配置需要在覆蓋負債成本、滿足公司資本 ...全文
With prices in many advanced economies surging, central banks are being roundly criticized for falling “behind the curve” on inflation. But they didn’t. Government policies and geopolitics constrained ...More
EJ Insight2022-05-16
Big shocks to the global economy, such as Russia’s invasion of Ukraine, understandably capture the most attention. But a new worldwide pattern of “little fires everywhere” may be equally consequential ...More
EJ Insight2022-05-16
... 佳回報(即Risk On)。反之,槓桿水平出現萎縮,便反映入市意欲趨保守,亦即Risk Off心態。 根據FI ...全文
... , social conscience and shared success based on shared ...全文
... 說「Fool me once shame on鮑,Fool me twice無眼睇」,不會衰退之說言猶在耳,轉 ...全文
COVID-19 has taken at least 18 million lives, and it is anyone’s guess how many of those deaths were due to a lack of medical oxygen. Governments don’t want to talk about the issue, because that could ...More
EJ Insight2022-05-13
When US Secretary of the Treasury Henry Morgenthau opened the Bretton Woods Conference almost 80 years ago, he reminded delegates that failures of international cooperation had led to the Great Depres ...More
EJ Insight2022-05-13
... Published on Main……食物有創意而水準亦不俗。大商場興起,取代了昔日的街道文化,這樣有性格的街 ...全文
As many parts of the world reopen their borders and international air travel gradually resumes, the premium consumer sectors are expected to see strong growth momentum, driven by the pent-up demand fo ...More
EJ Insight2022-05-12