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Investment theory in practice

Suppose that you had invested your wealth in a broadly diversified set of stocks, starting in January 1871, with the dividends being rolled back into your portfolio, and with your portfolio being reba ...More

EJ Insight2023-08-03

Why taxi license is not taking off

How bad is the local economy? One can track through many leading and lagging economic indicators but perhaps it is easier to have a ride chat with a local taxi driver. It is quite clear the taxi busin ...More

EJ Insight2023-08-03

For the love of Trump

It shouldn’t make sense. Donald Trump has just been indicted on four criminal charges, including defrauding the United States and conspiring to deprive Americans of their voting rights. Trump also fac ...More

EJ Insight2023-08-03

Israel’s slippery slope

My current visit to Israel has coincided with a period of unprecedented political turmoil. A radical right-wing government’s package of legislation to disempower the judiciary has started to be adopte ...More

EJ Insight2023-08-02

US Q2 earnings: Strong beat on soft expectations

The US Q2 earnings season is off to a solid start. After 35% of earnings reports, 71% of companies managed to beat pre-season consensus expectations, which would be the highest beat rate since Q2 2022 ...More

EJ Insight2023-08-02

How to scrap fuel subsidies

In his inauguration speech in May, Nigerian President Bola Tinubu announced the end of the country’s decades-old fuel subsidy. This is not the first time that Nigeria has attempted to abandon the poli ...More

EJ Insight2023-08-01

DPP’s Lai set to win Taiwan presidency

In 2000, the candidate of the Democratic Progressive Party (DPP) won the presidency of Taiwan with just 39 per cent of the popular vote. History is set to repeat itself next January with a victory for ...More

EJ Insight2023-08-01

Hong Kong’s competitive edge in post-Covid talent competition

The challenge of talent retention is gaining traction in the City’s policy dialogue for post-covid economy recovery. Per statistics from Census and Statistics Department, the City witnessed a net popu ...More

EJ Insight2023-07-31

Can the West adjust to the irresistible rise of 'the Rest'?

Will the United States be number three in the new world order? In his forthcoming book, former journalist Hugh Peyman argues that it will: China’s economy has already surpassed that of the US by some ...More

EJ Insight2023-07-31

Why are we so unhappy?

The contemporary individual is likely to lead a much longer life, with substantially greater material abundance, a wider range of places to which they can travel, a more stable and harmonious family l ...More

EJ Insight2023-07-31

從排版抽稿看媒體偏見的供與求

...  for the nation)和「對美國民主的最嚴重打擊」(worst attack on American ...全文

今日信報理財投資經濟3.0梁天卓2023年07月29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

How should Japan respond to inflation?

In the fall of 2021, monetary economists in the United States were sharply divided between those who believed that high inflation would be short-lived (Team Transitory) and those who insisted it was h ...More

EJ Insight2023-07-28

Challenges TSMC’s Phoenix plant faces

... , a year later than planned. The Phoenix chip fabrication facility, or fab, involves a total investment of US$40 billion. More than 12,000 workers are on the site every day in a race to complete const ...More

EJ Insight2023-07-27

AI changes everything

... bout the nature and role of the state. In the nineteenth-century Industrial Revolution, mechanical power – mostly fueled by burning carbon – replaced human and animal power as a source for energy to b ...More

EJ Insight2023-07-27

India: Prepared for takeoff

By now, most people have heard the demographic prediction that India has already—or is about to—become the world’s most populous nation. Its growth is eclipsing China’s, which has been the world’s lar ...More

EJ Insight2023-07-27

【國際早班車】Meta次季收入升11% 本季預測偏樂觀

... 入增5.71%。■ AT&T第二季盈利按年升7.1%,優於預期;收入增0.9%,遜預期。公司公布已提前 ...全文

即時新聞國際財經2023年07月27日

AT&T次季盈利勝預期 再削20億美元開支

電訊營運商美國電話電報(AT&T)公布,截至今年6月底止,第二季盈利45億元(美元‧下同),按年上升7 ...全文

即時新聞國際財經2023年07月27日

The penny travel books

... o doubt that many Hong Kong people still like to read books. Reading is after all a good habit to have, and it makes you a lot of friends – dead or alive. But of course nowadays unless you do not play ...More

EJ Insight2023-07-26

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