Bad news is tax season is coming. Worse, the Hong Kong SAR government expects a five per cent drop in tax revenue in the financial year ended 31 March 2023, raising fear that we might need to pay more ...More
EJ Insight2023-05-03
... d product were merely offset. The French climate law, passed in 2021 and amended last year, goes further. To claim carbon neutrality, the product must be neutral across its entire life cycle. Companie ...More
EJ Insight2023-05-03
There is something conspicuously perverse about the state of domestic political discourse in Hong Kong. There is an odious, growing tendency to brand all things “Western” as evil, and to celebrate all ...More
EJ Insight2023-05-03
... rld bodes well for China’s corporate profits and cash flows, making it an attractive source of macroeconomic diversification and a compelling destination for equity and fixed income flows over the rem ...More
EJ Insight2023-05-02
It would be reasonable to think real estate investors might welcome the anticipation of financial markets that the Fed will pivot to cut rates later this year. Rising interest rates have been a leadin ...More
EJ Insight2023-04-28
So, what does the future of Hong Kong entail? The urgency of searching for a better answer to this question is precisely why a collective effort from all segments of society, private and public, must ...More
EJ Insight2023-04-27
... n, voters were told not to worry about losing their jobs to automation and globalization. New and better opportunities were on the horizon. Workers could sign up for retraining programs, and welfare b ...More
EJ Insight2023-04-27
In January, the Finance Secretary Paul Chan went to Davos as part of an effort to encourage the world to join the government in its “embrace of a new start” for Hong Kong and to sell its numerous inhe ...More
EJ Insight2023-04-27
... ndon last week. He was there to promote opportunities in Hong Kong’s financial services. An estimate by UK advocacy group Hong Kong Watch said that the HK migrants were being blocked from withdrawing ...More
EJ Insight2023-04-26
... of days. We note that this is consistent with past episodes, suggesting that stress in the banking system can lead to a stronger dollar. The US dollar tends to strengthen if bank stress reappears Com ...More
EJ Insight2023-04-26
... s crisis, we saw the tipping of pressure points around social inequality, elevating issues like diversity, health care, education, and equality higher up the political and business agenda. Meanwhile, ...More
EJ Insight2023-04-25
... team’s prowess in an international competition would be hailed as demonstrating that we are back in business. Sadly, but with that unerring propensity for petty-minded nit-picking that various of our ...More
EJ Insight2023-04-25
With the shutdown of its last three nuclear power plants, Germany has completed its phase-out of nuclear power. As the minister responsible for nuclear safety in Germany, I believe that this was an ex ...More
EJ Insight2023-04-24
