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大鱷沽債爆響口 理據實乃炒冷飯

... 淡美國30年期長債(We are short in size the 30-year),同樣慌死冇人知,上周發 ...全文

今日信報理財投資投資者日記畢老林2023年08月08日

Hong Kong needs to protect its image as financial center

... he said. “We must stay vigilant and be proactive in safeguarding national security.” That is to say, in Lee’s view, while reviving Hong Kong’s role as a global financial center, it was vital to contin ...More

EJ Insight2023-08-07

Slow burn Minsky moments and what to do about them

We seem to live in an era of rolling financial crisis, which I suspect is the result of a massive build-up of private sector debt. Sometimes these build-ups are accompanied by very high rates of credi ...More

EJ Insight2023-08-04

Why taxi license is not taking off

... the level we would have expected. Living in Causeway Bay for more than three years, I can testify Causeway Bay is mostly not very vibrant, although I still get requests from mainland tourists for road ...More

EJ Insight2023-08-03

For the love of Trump

...  his followers. His campaign compared the latest indictments to persecution in Stalin’s Soviet Union and Nazi Germany. After his federal indictment in June, he told them: “In the end, they’re not comi ...More

EJ Insight2023-08-03

US Q2 earnings: Strong beat on soft expectations

...  2022 and well above the 50% beat rate in Q1. The strong beat count also translates into earnings coming in well ahead of expectations. The S&P 500 has now reported EPS that beat consensus estimat ...More

EJ Insight2023-08-02

【EJFQ信析】儲局「夾硬」加息 衰退憂慮難平

... ,開始見到通脹緩解(We've seen the beginnings of disinflation wit ...全文

即時新聞即巿股評2023年08月02日

儲局「夾硬」加息 衰退憂慮難平

... ,開始見到通脹緩解(We've seen the beginnings of disinflation wit ...全文

今日信報理財投資信報投資分析研究部信析2023年08月02日

How to scrap fuel subsidies

... f fuel between January and September 2022. To avoid civil unrest, the International Monetary Fund advocates a gradual phase-out of fuel subsidies coupled with targeted measures to protect the most vul ...More

EJ Insight2023-08-01

DPP’s Lai set to win Taiwan presidency

...  race, between Lai, the current Vice-President, Hou You-yi of the Kuomintang (Nationalist) Party and Ko Wen-je, leader of the Taiwan People’s Party. The latest opinion polls give Lai 34 per cent, agai ...More

EJ Insight2023-08-01

Why are we so unhappy?

... rning how we could feasibly gauge the happiness levels of citizens of the world in 1923 (or, indeed, gauge how happy folks other than ourselves are, given that the human mind is not always luminous (s ...More

EJ Insight2023-07-31

如何花一兆美元

... ect)的數據庫,「We should work together again!」她說。我只想到跟合得來的人共 ...全文

今日信報副刊文化盡付笑談毛羨寧2023年07月31日

The power breakers

Essentially, all politicians seek power, whether to use it for the good of their electorate or to advance their personal agenda. A political system that lacks the means to restrain or prevent the abus ...More

EJ Insight2023-07-28

The T-shaped model of learning

In thinking about how we learn best, I have come to the (plausibly premature) view that learning is best conducted through a ‘T’ paradigm - one that combines the vertical strip (delving deeply into a ...More

EJ Insight2023-07-28

Challenges TSMC’s Phoenix plant faces

... fing last week, TSMC chairman Mark Liu said that the start of mass production of N4 (4-nanometer) process technology there would be pushed back to 2025. “We are entering a critical phase of handling t ...More

EJ Insight2023-07-27

India: Prepared for takeoff

... lities as well as build 80 new airports over the coming five years. In June this year, Tata-owned Air India, which is already the country’s largest international carrier, confirmed a landmark commerci ...More

EJ Insight2023-07-27

【EJFQ信析】升市愈加「乞人憎」 須防sell on fact

... 客戶承認「押錯注」(we were wrong)。 事實上,美股今年3月再展強勢並非無跡可尋,因為CPI按年升 ...全文

即時新聞即巿股評2023年07月26日

羅德大樓新氣象(下)

... m Because We Are的展板,說負責人會來講解。傾談之下,我們發現有共同認識的媒體製作朋友,於是他遞 ...全文

今日信報副刊文化盡付笑談毛羨寧2023年07月26日

升市愈加「乞人憎」 須防sell on fact

... 客戶承認「押錯注」(we were wrong)。 事實上,美股今年3月再展強勢並非無跡可尋,因為CPI按年升 ...全文

今日信報理財投資信報投資分析研究部信析2023年07月26日

Food sovereignty increases food security

If you are looking for an argument in West Africa, try asking which country serves the best jollof. While Senegalese can claim to have invented the popular rice-based dish, Nigerians, Ghanaians, and o ...More

EJ Insight2023-07-25

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