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A bad year for US equity market?

Last month, I identified what I saw as the big issues of 2022, noting that I could not recall a time when there were so many sources of uncertainty, both known and unknown. The main issue was inflatio ...More

EJ Insight2022-01-17

Vicious crises

Those who are disappointed by the inconclusive outcomes of the COP26 climate-change meeting, US President Joe Biden and Chinese President Xi Jinping’s recent virtual summit, or efforts to achieve COVI ...More

EJ Insight2021-12-21

3 contrarian investing views on:China, stagflation, supply chain

Recent headlines on rising inflation, property defaults in China and supply chain shortages have had investors ponder whether the market will be overshadowed by these concerns in 2022. As we look towa ...More

EJ Insight2021-12-15

Big issues for 2022

With the calendar year drawing to a close, the parlor game of pretending to know what will happen in the next 12 months has begun. Yet when it comes to 2022 (and beyond), I am not sure whether it is w ...More

EJ Insight2021-12-10

How NFTs can be used to protect endangered wild animals

It will soon be possible to give a digital identity to individual wild animals whose species are at risk of extinction. Currently, these animals’ only economic value is that of their processed body pa ...More

EJ Insight2021-12-03

What fading stimulus means for investors?

As the latest wave of the pandemic recedes and the world adapts to living with COVID-19, pent-up demand in areas such as travel and entertainment should help sustain economic growth, paving the way fo ...More

EJ Insight2021-11-03

Are yesterday's tailwinds tomorrow's headwinds?

While a decade of economic stagnation followed the global financial crisis, it was an extraordinary time for corporate profits and shareholder returns. However, the policy response to the pandemic put ...More

EJ Insight2021-10-26

Will China stand in the way of global health?

Last month, I lamented that the leaders of the BRICS countries (Brazil, Russia, India, China, and South Africa) seem incapable of agreeing on coordinated policies that would benefit their own economie ...More

EJ Insight2021-10-15

A coup attempt at the IMF

Moves are afoot to replace or at least greatly weaken Kristalina Georgieva, the International Monetary Fund’s managing director since 2019. This is the same Georgieva whose excellent response to the p ...More

EJ Insight2021-10-04

Qianhai-Hong Kong collaboration requires innovative thinking

In his keynote speech delivered at the seminar held in September on the Central Government's science and technology policies benefitting Hong Kong, Mr Tan Tieniu, Deputy Director of the Liaison Office ...More

EJ Insight2021-09-27

Goldilocks is dying

How will the global economy and markets evolve over the next year? There are four scenarios that could follow the “mild stagflation” of the last few months. The recovery in the first half of 2021 has ...More

EJ Insight2021-09-24

The economic risks of Pandexit

People have been using “exit” as a suffix for a decade or so. Grexit, referring to a potential Greek departure from the eurozone, was the first to emerge. Italexit made a brief appearance, and has rec ...More

EJ Insight2021-09-16

維港1號加推106伙提價5.8%
上環42 TUNG ST.發價單 入場費1924萬

近期焦點大盤九龍東啟德維港1號,經過過去周末收票,發展商中國海外(00688)昨天加推新一張價單,涉及106伙 ...全文

今日信報地產市道2021年06月29日

The inflation red herring

Slight increases in the rate of inflation in the United States and Europe have triggered financial-market anxieties. Has US President Joe Biden’s administration risked overheating the economy with its ...More

EJ Insight2021-06-09

The climate X factor

Climate change and biodiversity loss are the most pressing challenges of our time, so all responsible political leaders must offer long-term policies for confronting them effectively. We need clear st ...More

EJ Insight2021-05-20

Will the productivity revolution be postponed?

Productivity growth changes everything. In advanced economies with a slowly growing labor force and already-large capital stock, it typically accounts for the majority of output growth. This means tha ...More

EJ Insight2021-05-11

The middle finger, Carrie Lam, and Eunice Yung Hoi-yan

The middle finger is the least functional of all five fingers. That’s what I have concluded. Some people use their forefinger to pick their nose. Others use their little finger. The middle finger is t ...More

EJ Insight2021-03-25

On loyal garbage and virtuous patriots

A recent comment from an established mainland Chinese a ...全文

今日信報時事評論EJ InsightBrian Wong2021年03月17日

On loyal garbage and virtuous patriots

A recent comment from an established mainland Chinese academic caught my eye – in it, he decried the lack of virtuous patriots in Hong Kong, and lamented the fact that this city was filled to the brim ...More

EJ Insight2021-03-16

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