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Oh, these old Chinese teahouses

Bird cages. High ceiling. Old paintings. How many restaurants are selling pork roast siu mai for their loyal fans who want to get a taste of the Chinese tradition? That was the feeling after the iconi ...More

EJ Insight2022-08-10

Cryptocurrency and geopolitics

Over the past few months, I’ve had the pleasure of giving a few talks and addresses on the intersection of cryptocurrency and geopolitics – at Oxford, in Hong Kong (over zoom), and other platforms. As ...More

EJ Insight2022-07-20

The dollar rules

The first half of 2022 has been traumatic. Equity markets have suffered one of their worst six-month periods ever. Government bonds are undergoing a rare, significant decline. And the world of cryptoc ...More

EJ Insight2022-07-13

Ignoble ease

There is no shortage of commentators, both lawyers and lay people, who feel entitled to criticize Hong Kong’s legal community for what these observers assert is a failure to stand up for the liberal r ...More

EJ Insight2022-06-27

Why we do not get the service we deserve these days

Two months since the reopening, we are back to restaurants and even staycation. But it is far from normal, especially on the service level. That is the conclusion I had after taking my first staycatio ...More

EJ Insight2022-06-15

Making green energy safe for pastoralists

Pastoral communities live off the land. In northern Kenya, where I grew up, we raised local breeds of cattle, which grazed in the dry rangelands. But our land is more than the basis of our livelihoods ...More

EJ Insight2022-05-26

Demystifying Oxbridge education (II)

So! Here comes another round of myth-busting. Prior to that, however, let’s be very clear here – I do not take issue with mentors and advisors working with students through the university application ...More

EJ Insight2022-05-17

The Fed does not deserve all the inflation blame

A growing crescendo of commentary places the blame for the current surge in US inflation squarely on the Federal Reserve. But much of the criticism is stupefyingly naive about the political pressures ...More

EJ Insight2022-05-10

Where to focus as the bill for pandemic stimulus comes due

There are few immutable economic laws, but to my mind there’s at least one: Nothing is free. Everything has a price, even though the cost might not be clear at the time of purchase. Such was the case ...More

EJ Insight2022-04-08

Help or hindrance?

Whether one likes it or not, there are different opinions about the direction in which Hong Kong is being driven. Though it may not have been to everyone’s liking, prior to Carrie Lam’s attempt to int ...More

EJ Insight2022-04-06

Can the world afford Russia-style sanctions on China?

As the global economic fallout from the current Western-led sanctions against Russia becomes clearer, are we watching a preview of what a trade and financial rupture with China might look like? Perhap ...More

EJ Insight2022-04-04

Time to talk peace terms with Russia

On March 7, Russia stated three aims for its invasion of Ukraine: official Ukrainian neutrality, recognition of Russian sovereignty over Crimea, and recognition of the independence of pro-Russian sepa ...More

EJ Insight2022-03-29

Local companies sound emigration alarm to Hong Kong government

For months, foreign businesses have been asking the government to ease its quarantine restrictions and open the city to the outside world. Now the local business community has added its voice. Earlier ...More

EJ Insight2022-03-14

A historical perspective on the Ukraine crisis

Many have asked me to pen a piece explaining what’s going on in Ukraine to a Hong Kong audience. I am no Ukraine expert, and I am certainly not Ukrainian/Russian – as such, I could only endeavour to d ...More

EJ Insight2022-03-02

Climate accountability now

It has been 30 years since world leaders gathered in Rio de Janeiro and agreed on a set of measures to start the global mobilization against human-caused climate change and to meet the imperative of a ...More

EJ Insight2022-02-15

A balanced response to inflation

Although some supply shortages were anticipated as the global economy reopened after the COVID-19 lockdowns, they have proved more pervasive, and less transitory, than had been hoped. In a market econ ...More

EJ Insight2022-02-08

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新盤升溫,昨天有5個樓盤齊齊落實銷售安排,公開發售連招標共推出394伙於周六(22日)對撼。恒地(00012) ...全文

今日信報地產市道2022年01月19日

A bad year for US equity market?

Last month, I identified what I saw as the big issues of 2022, noting that I could not recall a time when there were so many sources of uncertainty, both known and unknown. The main issue was inflatio ...More

EJ Insight2022-01-17

Vicious crises

Those who are disappointed by the inconclusive outcomes of the COP26 climate-change meeting, US President Joe Biden and Chinese President Xi Jinping’s recent virtual summit, or efforts to achieve COVI ...More

EJ Insight2021-12-21

3 contrarian investing views on:China, stagflation, supply chain

Recent headlines on rising inflation, property defaults in China and supply chain shortages have had investors ponder whether the market will be overshadowed by these concerns in 2022. As we look towa ...More

EJ Insight2021-12-15

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