... this year may suddenly reverse. At that point, the challenge will be discerning if what we are seeing today is a bull market correction or a secular change. This scenario is one that would benefit tho ...More
EJ Insight2022-08-09
... and this may ultimately lead to recession. Companies facing higher costs and falling demand are at greater risk of default— the market was pricing in a European high yield default rate of just under ...More
EJ Insight2022-08-09
... eeting in May this year. Now we are separated forever, life is really impermanent! My friendship with Mr Chan started in the 1990s. My first job after graduating from university was to produce the fir ...More
EJ Insight2022-08-08
... ical toll may not be visible, yet deeply deeply viscera ...全文
今日信報時事評論EJ InsightBrian Wong2022年08月05日
... ical toll may not be visible, yet deeply deeply visceral. The Chinese have a term for it, ‘involution’ – whilst friends in the West would term this ‘burnout’ sowed by elaborate exertion. One way or an ...More
EJ Insight2022-08-04
... ory since May 2020. In addition to the factors discussed above, the spike was driven by political developments in Indonesia, which is the world’s largest palm oil producer. In February, the Indonesian ...More
EJ Insight2022-08-04
... ed, or we may lag behind others and waste much of our previous investment. Secondly, we need to have more diversified investments. The government has identified four key areas in the 2018-19 Budget, n ...More
EJ Insight2022-08-03
... emand. It may be that a little demand reduction will go a long way in restraining inflation and allowing for unemployment to remain relatively low. But it is also possible that the sacrifice ratio – t ...More
EJ Insight2022-08-03
... in early May, Lee spoke about countering what he called “smearing” of Hong Kong by “foreign forces” by promoting a different narrative. In his inaugural address July 1, Lee praised the 2020 National ...More
EJ Insight2022-08-02
Whilst travel between Hong Kong and mainland China may still be subject to constraints, data and information still continue to flow seamlessly with the help of modern technology. With new rules and me ...More
EJ Insight2022-08-01
... h replies may satisfy the ignorant, the passive, or those in perennial denial. But they quite simply can’t cut it – they hold no water against the rapidly rising surface temperatures on Earth, or the ...More
EJ Insight2022-07-29
... merchants may not have the resources to manage multi-currencies. Therefore, adopting the right payments provider is integral to ensuring businesses are set up appropriately to connect to the global di ...More
EJ Insight2022-07-29
... ined in a May 6, 2013, speech: “The bond-issuing governments which request the activation of OMTs agree, in conjunction with the European authorities and, if possible, with the International Monetary ...More
EJ Insight2022-07-29
... ks. There may be accounts or wallets to store these assets in, but there is no government-backed protection from loss or fraud. Second, the value of what we buy and sell in the metaverse is less tangi ...More
EJ Insight2022-07-28
... ccination may not be the solution, but what is needed here is substantially more clarity on the need for families to get fully jabbed-up and boosted. A booster is not a bonus, but a must. Tie vaccinat ...More
EJ Insight2022-07-27
... in China may lead to higher capital outflows from Hong Kong, keeping USD/HKD near 7.85 and quickly lifting HIBOR in the next 2-3 months. This would benefit banks but weigh on property. The Hong Kong ...More
EJ Insight2022-07-26
Drought may be an ancient scourge, but it is getting worse. No region or country today is immune to its effects. Southern Europe is in the grip of a severe drought – the worst in 70 years for Italy. I ...More
EJ Insight2022-07-26
... examples may barely scratch the surface of all possible data harvesting activities. Download any applications from an app store, and it is possible to find an alarming level of data, tangential or ot ...More
EJ Insight2022-07-26
... d troughs may still lie weeks apart. For example energy, which has had an exceptional run in 2022, only peaked at the beginning of June and has been corrected by 24% since then. This is significant, y ...More
EJ Insight2022-07-26
