One would be forgiven for thinking that the above is a most mundane proposition. After all, it is clearly true that geopolitics is a universal, all-encompassing, and ubiquitous phenomenon. Yet this st ...More
EJ Insight2023-01-05
... ized world. But the last 12 months highlighted one major trend that will shape what happens next, in 2023 and beyond: the decline of Russia. Russian aggression is nothing new. Moscow has been invading ...More
EJ Insight2023-01-05
... tical risk. But with public and private debt having risen to record levels during the now-bygone era of ultra-low interest rates, and recession risks high, the global financial system faces a huge str ...More
EJ Insight2023-01-05
... 的Bonds)則有4.7萬億美元,按揭債券亦有2.6萬億美元。另一方面,聯儲局所謂「印銀紙」買債,「印」的其實 ...全文
... ld economy. That logic drove the McKinsey Global Institute (MGI) to begin compiling, and regularly updating, a GBS covering ten countries that together represent more than 60% of world GDP. MGI’s firs ...More
EJ Insight2023-01-04
With the abrupt end of the zero-Covid policy, Beijing hopes to bring economic growth back to its levels before the pandemic and confirm its position as “the factory of the world”. Foreign companies we ...More
EJ Insight2023-01-03
Inflation rose sharply throughout 2022 across both advanced economies and emerging markets. Structural trends suggest that the problem will be secular, rather than transitory. Specifically, many count ...More
EJ Insight2023-01-03
Hong Kong is one of the world’s premier financial hubs, so it is of little surprise that the city and its residents’ finances are attractive to fraudsters. According to a study conducted by NordVPN, 3 ...More
EJ Insight2023-01-03
上期講到Jif花生醬的品質問題對美國老牌果醬生產商J.M. Smucker的收入造成短暫的衝擊,但Jif作為優 ...全文
... tial risks. We’d gone through propositions 1 and 2 in the last piece. This piece shall explore 3 and 4. We must always remember the story of Icarus – the Golden Boy who flew too close to the Sun, and ...More
EJ Insight2022-12-30
With 0.1% versus an expected 0.3% mom and 7.1% versus an expected 7.3% yoy, US consumer prices growth slowed further in November, surprising once again to the downside. Following the release of the nu ...More
EJ Insight2022-12-30
In Hong Kong, customer expectations are set by the best brands globally who pursue the highest levels of customer satisfaction. This creates a market where the bar on delightful customer experiences i ...More
EJ Insight2022-12-29
In November, hundreds of corporate CEOs and heads of state convened in Bali, Indonesia, for the B20 global business summit. The topics on the agenda this year revolved around three interconnected goal ...More
EJ Insight2022-12-28
The world’s leading economists spent most of 2022 convincing themselves that, if the global economy was not already in a recession, it was about to fall into one. But with the year’s end, the global s ...More
EJ Insight2022-12-28
There is something rather arcanely ivory tower-esque about this question – that makes it almost endearing to ponder. And the answer, I’d submit, is a resounding yes: atheists can and indeed should cel ...More
EJ Insight2022-12-23
Bear with me because it must be the hundredth nice articles you’ve read but it is still the week of Lionel Messi before Jesus takes over for Christmas. Nothing seems more inspiring than the world’s mo ...More
EJ Insight2022-12-21
In the face of Europe’s energy crisis, political and economic leaders in Italy, the European Union’s third-largest economy, are confronting two opposing forces. On one hand, there is fear of change, w ...More
EJ Insight2022-12-21
... rd Cao Cao. Just like the novel, Hong Kong’s fintech fires are primed and the recent policy announcements by regulators at the recent Hong Kong Fintech Week 2022 are set to fan the flames of fintech s ...More
EJ Insight2022-12-21