The question I am asked most often nowadays is this: Are we back to 2008 and another global financial crisis and recession? My answer is a straightforward no, but that the recent episode of global fin ...More
EJ Insight2016-03-07
At the cusp of the new year, we face a world in which geopolitical and geo-economic risks are multiplying. Most of the Middle East is ablaze, stoking speculation that a long Sunni-Shi'ite war (like Eu ...More
EJ Insight2016-01-05
This is shaping up to be another banner year for art. Sales in the global art market hit a record €51 billion (HK$427 billion), according to this year's European Fine Art Foundation Art Market Report. ...More
EJ Insight2015-11-18
Even in normal times, individual and institutional investors alike have a hard time figuring out where to invest and in what. Should one invest more in advanced or emerging economies? And which ones? ...More
EJ Insight2015-07-28
The prospect that the US Federal Reserve will start exiting zero policy rates later this year has fueled a growing fear of renewed volatility in emerging economies’ currency, bond and stock markets. T ...More
EJ Insight2015-06-30
A paradox has emerged in the financial markets of the advanced economies since the 2008 global financial crisis. Unconventional monetary policies have created a massive overhang of liquidity. But a se ...More
EJ Insight2015-06-01
In a world of weak domestic demand in many advanced economies and emerging markets, policymakers have been tempted to boost economic growth and employment by going for export led-growth. This requires ...More
EJ Insight2015-05-04
The latest economic data from the eurozone suggest that recovery may be at hand. What is driving the upturn? What obstacles does it face? And what can be done to sustain it? The immediate causes of re ...More
EJ Insight2015-04-02
Monetary policy has become increasingly unconventional in the past six years, with central banks implementing zero interest rate policies, quantitative easing, credit easing, forward guidance and unli ...More
EJ Insight2015-03-02
Premier Li Keqiang had sought to shore up confidence over the Chinese economy when he addressed global business leaders at the World Economic Forum in Davos last week. But what are the actual prospect ...More
EJ Insight2015-01-28
Technology innovators and CEOs seem positively giddy nowadays about what the future will bring. New manufacturing technologies have generated feverish excitement about what some see as a Third Industr ...More
EJ Insight2015-01-02
The global economy is like a jetliner that needs all of its engines operational to take off and steer clear of clouds and storms. Unfortunately, only one of its four engines is functioning properly: t ...More
EJ Insight2014-11-11
Like individuals, corporations and other private firms that rely on bankruptcy procedures to reduce an excessive debt burden, countries sometimes need orderly debt restructuring or reduction. But the ...More
EJ Insight2014-07-03
The global capital market has turned upside down. The Hong Kong Economic Journal's investor diary looked into what economist Nouriel Roubini dubbed as a "mini perfect storm", and found that dealing wi ...More
EJ Insight2014-01-29
