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Is the new stagflation policy-proof?

... lemma for central bankers. Because they care about anchoring inflation expectations, they need to normalize monetary policy quickly, even though that will lead to a further slowdown and possibly a rec ...More

EJ Insight2022-04-01

China macro and market: 2022 outlook slightly better

...  from Q2. Central government spending has been slow so far (YTD at 1.7%), but is set to increase, and infrastructure spending by local governments will ramp up. In addition, the relaxation of real est ...More

EJ Insight2022-03-31

Time to talk peace terms with Russia

... Crimea is central to Russian naval power. Ukraine and the West should agree to allow the status quo of Russian control over Crimea to continue, though would likely still claim that the peninsula’s sei ...More

EJ Insight2022-03-29

Building a central platform to fight against epidemic

... hart of a central coordination platform (the “Platform”), which is worthy of reference by the government. There are three branches under the Platform, namely: (1) case handling; (2) supply of material ...More

EJ Insight2022-03-28

Chinese firms face critical choices over Russian market

... e Russian central bank's foreign currency reserves, compared with just 0.1 per cent in June 2017. In the same period, Moscow's U.S. dollar holdings dropped to 16.4 per cent from 46.3 per cent. So the ...More

EJ Insight2022-03-28

Climate justice requires women’s leadership

... ership as central components of climate policy and action strategies. This represents clear recognition that the transition to net zero will be possible only through active citizenship, with women pla ...More

EJ Insight2022-03-25

From sanctions to semiconductor resilience and security

To be effective, economic sanctions depend on multilateral coordination. Freezing the Russian central bank’s holdings and kicking Russian banks out of the SWIFT financial messaging system for internat ...More

EJ Insight2022-03-24

Is gold about to break-out of narrow trading range?

... nticipate central banks’ easing monetary policy, the price of gold tends to react positively. The opposite tends to happen when investors come to expect tighter central bank policy: the prospect of hi ...More

EJ Insight2022-03-23

Water: Emerging importance of private investment

... r cent in Central and Southern Asia and just 30 percent in Sub-Saharan Africa. The good news, according to members of the Advisory Board of Pictet Asset Management’s Water strategy, is that private in ...More

EJ Insight2022-03-23

GoTo上市 慎防被巨額數字誤導

... 銀行PT Bank Central Asia、PT Bank Rakyat Indonesia及電訊集團PT ...全文

今日信報理財投資上流力世界陳振康2022年03月19日

What about the climate displaced?

... eather in Central America, fires and storms in North America, flooding across Europe and Asia, and drought in Africa are forcing people to move. Last year, the Red Cross confirmed that it was already ...More

EJ Insight2022-03-16

Local companies sound emigration alarm to Hong Kong government

... reak. The central government is very angry with Carrie Lam and her administration. This central control is becoming more evident. So what is the point of submitting reports and papers to the SAR gover ...More

EJ Insight2022-03-14

The monetary consequences of Vladimir Putin

... ents. The central bank’s securities and deposits have been frozen, rendering it incapable of stemming the ruble’s fall. It is similarly unable to act as a lender of last resort to financial institutio ...More

EJ Insight2022-03-14

How demographic challenges are shaping China's investment story

... ation’ of central government policies, China found itself with a dangerously low stockpile of coal in September 2021.This episode highlighted China’s over-reliance on coal and the complexities of such ...More

EJ Insight2022-03-11

Fortress Russia crumbles

... e Russian central bank’s foreign-exchange reserves. In one fell swoop, Russia has been locked out of international finance. No Westerner will dare interact with Russian financial institutions for the ...More

EJ Insight2022-03-10

The Ukraine war’s multifaceted economic fallout

... ze on the central bank’s assets and the exclusion of selected Russian banks from SWIFT, the financial messaging system that enables most international bank payments, are bringing the economy to its kn ...More

EJ Insight2022-03-09

Home Ownership Scheme 2022 portends the future of land sources

... Shatin to Central Link. Contentious debates are inevitable during the rezoning process when precious open space in the highly dense urban districts is used for housing development. Opposition mainly r ...More

EJ Insight2022-03-09

The EU’s antitrust lessons for America

... nores the central objective of competition policy, which is to help consumers, not competitors. For example, when a firm lowers its prices below those charged by other firms, those other firms are “di ...More

EJ Insight2022-03-07

倫敦Mile End新舊交融四通八達
半小時抵金融城 醫生律師租客多

... 更多消閒選擇。 乘Central Line直奔市中心毋須轉車 地鐵Mile End站位於Zone 2,十分接 ...全文

今日信報地產市道周六地產專題_海外置業2022年03月05日

Will sanctioning Russia upend the monetary system?

...  Russia’s central bank from international financial markets (effectively freezing the country’s foreign-exchange reserves) is arguably a masterstroke. True, Russia has diversified its reserves away fr ...More

EJ Insight2022-03-04

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