... lprit for weak equity performance in 2022. But receding inflation, signs of slowing economic growth, and the Fed signaling a rate-hike pause fueled a rotation back toward growth stocks with solid earn ...More
EJ Insight2023-08-21
... bsent any weakening in labor markets, the inflation rate could have been expected to decline by about half. While others may have made somewhat different estimates, no credible economist expected infl ...More
EJ Insight2023-08-18
Disruptive technologies are rarely welcomed by workers or others with a significant stake in the status quo. Innovation requires adaptation, and adaptation is costly. Powerful incumbents’ resistance t ...More
EJ Insight2023-08-17
... ng, there were actually more locals going over to Shenzhen and Zhuhai. According to immigration department data, some 165,000 Hong Kong people used road transport to visit China every day last month, ...More
EJ Insight2023-08-16
In May, the US Environmental Protection Agency proposed new power-plant rules that would effectively require every existing coal- or gas-fired plant in the United States either to capture and store mo ...More
EJ Insight2023-08-15
... ducted between July 26 and 28 gave Biden just a 34% approval rating on the economy. The explanation for this negative impression is straightforward: inflation. People rightly perceive inflation as a t ...More
EJ Insight2023-08-14
... . Indeed, we see it everywhere - from the ‘guolaosi’ phenomenon in the Sinosphere that has since given rise to terms such as ‘bailan’ and ‘tangping’, in description of the only responses that the crow ...More
EJ Insight2023-08-14
... the SDGs were launched, the target of eliminating food insecurity and malnutrition worldwide within 15 years seemed ambitious but within reach. At the time, hunger levels had been trending lower for ...More
EJ Insight2023-08-14
The cost of feeding the world’s human population is taking a significant toll on our biodiversity. The world’s population reached eight billion in 2022 and it is expected to be between ten to twelve b ...More
EJ Insight2023-08-11
... monolith. We could ill afford to lump them all together in one category, and assert that “This is what the youth really think!” Indeed, the last thing we should do is to appoint a figure(head) or two ...More
EJ Insight2023-08-11
2022 was a year of inflation. Most central banks were behind the curve and had to tighten aggressively to catch up. In 2023, I think focus has been more centered around the economic cycle. Inflation i ...More
EJ Insight2023-08-11
... ally they were focused on memory, storage and process automation. The more the value of a human brain can be integrated into the technology, the more they will be able to capture large parts of the va ...More
EJ Insight2023-08-10
I wrapped up my happy three-week trip in Toronto with a fond memory of delicious Asian meals, long overdue gatherings and autumn-like nice weather – and returned to Hong Kong. Still jetlagged, I was a ...More
EJ Insight2023-08-09
I had the pleasure of watching ‘Barbie’ - by myself - earlier this week. Truth be told, I went in with relatively low expectations. I have a general aversion to movie hypes and hyped-up movies, and ha ...More
EJ Insight2023-08-09
... based and well-governed markets for ecosystem assets and services. Nature and climate stability are two sides of the same coin, and their fates are intertwined. Conserving and restoring biodiversity i ...More
EJ Insight2023-08-09
... f course, we can only speculate whether Russian President Vladimir Putin would have refrained from attacking Ukraine had Europe bolstered its defensive capabilities. But a report by France’s National ...More
EJ Insight2023-08-08
A lifeless blob, a landmass of shredded tissues held together by a briny coagulant, a wreck crawling with mealworms. A whale carcass was found earlier this week in Hong Kong’s eastern waters. Expert ...More
EJ Insight2023-08-08
