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【私銀觀】從科技股「墜落天使」中尋寶

... 長股(Growth-at-a-reasonable price,GARP)。在多數情況下,這些股票更能受惠於長 ...全文

財富管理市場分析2023年08月25日

The global order’s triple policy challenge

Three upcoming international gatherings – the G20 Leaders’ Summit in September, the International Monetary Fund and World Bank annual meetings in October, and the United Nations Climate Change Confere ...More

EJ Insight2023-08-24

Hong Kong is losing its appeal for Westerners

Hong Kong is losing its appeal for Westerners because of the impact of Covid restrictions, the National Security Law (NSL), an increasing requirement to speak Mandarin and negative coverage in the Wes ...More

EJ Insight2023-08-24

宅經濟 vs 夜經濟

... ies Association, NTIA)統計,當地民眾夜間外出休閒活動(Out of Home Leisu ...全文

今日信報財經新聞新聞點評高天佑2023年08月24日

What Lan Kwai Fong father says about nightlife economy

... rty legislator Adrian Ho King-hong, the father of Lan Kwai Fong wasted no time saying we should all get used to the new paradigm shift because the consumption pattern has changed. It is understandable ...More

EJ Insight2023-08-23

How automation keeps enterprises ahead of the curve

After a period of relative isolation, Hong Kong is gearing up to step back into the global limelight. Many industries have seen relentless seismic shifts, with their market landscapes shaken up again ...More

EJ Insight2023-08-22

Dynamic trends ignite optimism for growth stocks

While 2022 was challenging for equity markets, growth stocks rebounded in the first half of 2023, driven by resilient corporate earnings, moderating inflation, and strong consumer demand. Growth stock ...More

EJ Insight2023-08-21

The debt supercycle comes to China

The 2008 financial crisis in the United States kicked off a debt supercycle, which spread to Europe in 2010 and has recently engulfed many of the world’s low-income and lower-middle-income countries. ...More

EJ Insight2023-08-18

Why is US inflation falling?

In just one year, inflation in the United States has fallen from a peak of about 9% to just 3%. Standard economic models suggest that such rapid disinflation would be possible only with a large increa ...More

EJ Insight2023-08-18

Managing the AI backlash

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

The right way to intervene in clean tech

As Western governments face the increasingly urgent task of accelerating the transition to a low-carbon economy, the pendulum has swung away from a heavy reliance on markets to drive innovation toward ...More

EJ Insight2023-08-17

貨幣政策威力有多大?

... 融世界的value at risk,而是計量工具vector autoregression。英文名字不明所以, ...全文

今日信報理財投資經濟3.0曾國平2023年08月17日

No light in Hong Kong’s night economy

...  to immigration department data, some 165,000 Hong Kong people used road transport to visit China every day last month, compared to an average of 100,000 coming to Hong Kong from China. A friend who r ...More

EJ Insight2023-08-16

The end of zero interest rates

What a difference two years make. In 2021, when interest rates were near zero in the United States and the United Kingdom and slightly negative in the eurozone and Japan, the consensus was that they w ...More

EJ Insight2023-08-16

Carbon capture and delay

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

University graduates in China face tough job market

Wang Li graduated from university with a degree in political science and public administration. Now she is working in Guiyang, southwest China, as a live-in domestic help. It is not her first choice, ...More

EJ Insight2023-08-15

The US economy is up, so why is Biden down?

US President Joe Biden and his team get little credit for their management of the American economy. Aware that the 2024 presidential election, like most, will turn on economic conditions, or perceptio ...More

EJ Insight2023-08-14

In defense of burnout culture

The 11th Revision of the International Classification of Diseases (ICD-11) included - for the first time in history - burnout as an occupational phenomenon. ICD-11 defines burnout as “a syndrome conce ...More

EJ Insight2023-08-14

Achieving zero hunger is still possible

This year marks the halfway point for implementing the Sustainable Development Goals (SDGs), the ambitious set of global targets introduced by the United Nations in 2015. These 17 goals, devised to ad ...More

EJ Insight2023-08-14

不外如是

... 》(The Godfather,1972)和《教父續集》(The Godfather Part II,1974 ...全文

今日信報副刊文化人云我云馬揮2023年08月14日

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