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A victory lap for the transitory inflation team

... more than two years ago, economists quickly divided into two camps: those who blamed excessive aggregate demand, which they attributed to large recovery packages; and those who argued that the disturb ...More

EJ Insight2023-11-15

Bonds as the gateway to understanding the stock market

... s are not two independent entities. If we are to understand the outlook for the stock market, it is necessary to look at the bond market to get a sense of where we are heading. Bond market turmoil Bot ...More

EJ Insight2023-11-15

Bonds are back

... more than two-thirds of gatekeepers believe fixed income will reclaim its long-held role as a portfolio diversifier to stock volatility. Nine in 10 gatekeepers cite a peak in the rate hiking cycle as ...More

EJ Insight2023-11-14

約翰遜提短期撥款議案 美眾院共和黨強硬派反對

... 的兩步短期開支議案(two-step continuing resolution,CR),國會無法達成撥款共識 ...全文

即時新聞時事脈搏2023年11月14日

The economic consequences of the Gaza war

... cepting a two-state solution. Accordingly, the Palestinian issue festers; normalization of diplomatic relations with Saudi Arabia is frozen; Iran remains a destabilizing force in the region; and the U ...More

EJ Insight2023-11-13

陳曉鈴鑽研傳統中醫藥現代化
離開投行學烹飪 近年創保健品牌

... 洲保險,與高瓴資本及Two Sigma合作,支持成立虛擬保險公司Avo,向來關注保健事務的Stephanie獲 ...全文

今日信報財經新聞周一人物2023年11月13日

Can U.S. avoid a recession this time?

... . All but two other major central banks -- the Bank of Japan and the People’s Bank of China -- have also raised interest rates sharply. Yet, the U.S. economy continues to defy expectations. It grew at ...More

EJ Insight2023-11-10

How China’s growing demand for natural gas impacts world markets

...  total of two million tonnes of LNG per year from Venture Global through its China Gas Hongda Energy Trading Co subsidiary. LNG Price Volatility Expected to Continue Despite the drop in global demand ...More

EJ Insight2023-11-10

聯滙制度1982年的前傳

...  country, two currencies: The adoption of the Hong Kong ...全文

今日信報理財投資經濟3.0曾國平2023年11月10日

Debating as a pedagogical approach

... fact that two individuals can hold radically divergent views on a particular matter, and both be perfectly entitled to their views, so long as they can justify them. Intellectual confidence – self-con ...More

EJ Insight2023-11-08

Hong Kong Ballet Gala & Great Gatsby

Hong Kong Ballet’s annual international gala of stars is long overdue. The last one was held in 2019 just before the pandemic to celebrate the company’s 40th anniversary. This year’s gala was in two a ...More

EJ Insight2023-11-07

Clueless in Gaza

... eation of two disconnected, barely viable and landlocked oases of land nominally considered Palestinian but contained within the borders of Israel was ripe for trouble. Add in unremitting, creeping an ...More

EJ Insight2023-11-07

Resolving Hong Kong conundrum key to US-China summit at Apec

...  that the two countries had “agreed to work together for a meeting between the two heads of state,” adding that there was still work to be done. Neither spokesperson mentioned Hong Kong, although a Bi ...More

EJ Insight2023-11-07

Will greenwashing prevent HK from becoming the next green hub?

... 5, with a two-year transition period. However, when 40 percent of Hong Kong-listed companies are failing to meet the coming global green standards, claiming a “lack of awareness” of requirements , wil ...More

EJ Insight2023-11-06

China tax probe into Foxconn stuns Taiwan

China’s announcement of a tax and land investigation into two subsidiaries of Foxconn late last month has stunned Taiwan, especially its business community who wonder what is their future in the mainl ...More

EJ Insight2023-11-06

With Russia, China is Big Brother

... . But the two men are anything but equals. Russia's eco ...全文

今日信報時事評論EJ InsightMark O’Neill2023年11月04日

The stunning resilience of emerging markets

...  the past two decades, which amount to a thoughtful refinement of the Washington Consensus. One notable innovation has been the accumulation of large foreign-exchange reserves to fend off liquidity cr ...More

EJ Insight2023-11-02

With Russia, China is big brother

When Xi Jinping met Vladimir Putin at the Belt and Road summit in Beijing on October 18, the photograph showed a warm handshake and broad smiles. But the two men are anything but equals. Russia’s econ ...More

EJ Insight2023-11-02

More babies, by hook or by crook!

... the first two children and US$9,497 for the third kid. That was on top of a 16-week maternity, unpaid infant care leave and tax relief for working mothers along with four-week paternity. Now, how to d ...More

EJ Insight2023-11-01

Stay in the game: Investing in a late-cycle world

... sensus on two key points. Firstly, we believe inflation and interest rates will stay higher for longer, and, secondly, we don’t expect US rate cuts in early 2024. For now, these views remain aligned w ...More

EJ Insight2023-10-31

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