In recent years, investors have become accustomed to a significant impasse facing emerging market sovereign debt restructurings. China’s role as a major creditor owes to its Belt-and-Road initiative ( ...More
EJ Insight2023-06-06
... cross the Western world have been touting “friend-shoring” and other forms of decoupling from China. Most of these descriptions are new variants of an old mantra: Stop the world – I want to get off. Y ...More
EJ Insight2023-06-06
三十年代,全球經濟大蕭條,大哲學家尼采的「力量意志」(Will to Power)說,大行其道,在德國被納粹利 ...全文
... 「陪我講Shall We Talk」(shallwetalk.hk)查閱。 諮詢委員會相信,今次悲劇乃個別事件 ...全文
As the 2024 US presidential primary campaign season begins, the most likely final contest is a rematch between President Joe Biden and Donald Trump. Judging by the electoral map in 2020, Biden would b ...More
EJ Insight2023-06-02
... past two weeks, officials at the world’s most powerful and influential central bank have signaled a range of possible actions, from hiking rates again to “pausing” or “skipping” this round and resumi ...More
EJ Insight2023-06-02
“The old is dying and the new cannot be born,” the Italian Marxist theorist Antonio Gramsci wrote in the early twentieth century. We seem to be living in a similar interregnum today, likewise marked b ...More
EJ Insight2023-06-02
... inties. However, I would argue that staying invested and exposed to China can pay handsome dividends to an investment portfolio, especially over the long term. Markets with improving fundamentals and ...More
EJ Insight2023-06-01
Nothing we can do to stop the early heat wave that hits Hong Kong and China. Except of course you turn on the air-conditioner 24 hours a day, or go to another country. I chose the latter. Here I am in ...More
EJ Insight2023-05-31
The most challenging thing I ever had to learn in life, was to say No. Here in Hong Kong, we are told from a young age that to succeed, we must ‘try our best’, and to be the best at each and everythin ...More
EJ Insight2023-05-31
... lifetime, we have to be very careful.(我們這輩子都要非常小心。)」案件明 ...全文
... lifetime, we have to be very careful。(我們這輩子都要小心。)」 ...全文
... d. Others were soon fired or furloughed. From mid-March, when US states began to implement shutdowns, to mid-April, 22 million people lost their jobs. Those workers deemed “essential” – from physician ...More
EJ Insight2023-05-29
... e. But as we move from establishing the fund to implementing it, important questions remain. What is a realistic funding target? Who will receive financial assistance? Which entities will have final s ...More
EJ Insight2023-05-29
The recent failure of two smaller banks, Silicon Valley Bank and Signature Bank, has raised concerns about whether we are on the brink of another financial crisis, similar to the 2008 global financial ...More
EJ Insight2023-05-25
... her hand, we may rightly find ourselves inspired, driven to share the impassioned zeal of innovating inventors, entrepreneurs, and trailblazers whose trajectories lend us a sounding board and foundati ...More
EJ Insight2023-05-24