... s possible.” This was what Cecil Rhodes, one of Britain’s leading imperialists, wrote in Kimberley, South Africa in 1877. Within 20 years, the Empire comprised 25 per cent of the globe’s land surface ...More
EJ Insight2022-10-04
... hyperbole. Many now wonder whether the United Kingdom is coming to resemble less an advanced economy than a wayward emerging market. True, financial markets have sent the pound spinning to its lowest ...More
EJ Insight2022-10-04
Soon after the 2020 presidential election, the incoming Biden administration set about mapping out its economic agenda. It took pains to avoid three mistakes. First, it was committed not to fall into ...More
EJ Insight2022-10-03
After earning my PhD in 1982, I spent the first 20 years of my professional career immersed in the tumultuous world of foreign-exchange markets. Today, current events are bringing back both happy and ...More
EJ Insight2022-09-30
Valuations have been the moving part in equity markets this year. The S&P 500 price-to earnings ratio (PE) has dropped from the close to 22 times 12-month forward earnings at the end of last year ...More
EJ Insight2022-09-30
Financial markets’ reaction to the US Federal Reserve’s latest policy move was reminiscent more of developing countries than of the world’s most powerful economy. Given that the Fed is the world’s mos ...More
EJ Insight2022-09-29
... ed sharply. Markets knew that this would spur the US Federal Reserve to announce another significant interest-rate hike. And that is exactly what happened. But the pain of monetary tightening is just ...More
EJ Insight2022-09-29
... tely vital. As someone who has worked with students across a range of capacities – qua debating coach, consultancy and admissions support, and general mentorship – I have a few thoughts that would hop ...More
EJ Insight2022-09-28
Britain is at the cusp of a spectacular disaster. By la ...全文
今日信報時事評論EJ InsightBrian Wong2022年09月28日
Britain is at the cusp of a spectacular disaster. By late July this year, the triple whammy of COVID-19, Brexit, and the war in Ukraine had precipitated an unprecedented inflation crisis in the countr ...More
EJ Insight2022-09-27
There are some things businesses simply have no control over. They can’t control inflation, or how aggressively central banks respond to it. They can do little about rising costs, which are pushing th ...More
EJ Insight2022-09-26
... reductions. This summer’s extreme weather was just a preview of the climate-driven turmoil that awaits us. Abnormal temperatures, drought, and catastrophic flooding have killed several people and caus ...More
EJ Insight2022-09-24
... 一般持以下論點： 一.回報低、投資股票賺得更多； 二.回本時間長，定期存款較快； 三.過早退保會蝕錢，變相資金 ...全文
These days, reading commentary on Hong Kong is a tad like watching someone kicking when down. Y’know – it’s easy to hate on and dismiss Hong Kong, and it’s even easier to give into the scaremongering ...More
EJ Insight2022-09-23
Entry points are not just for tactical investors. It is usually assumed that only tactical investors pay close attention to market entry levels. But we would argue that in fixed income investing, entr ...More
EJ Insight2022-09-22
... in Ukraine. Rumours of flight bans – more precisely, travel bans and restrictions – for able-bodied men, paired with the threat of conscripting any and all individuals found to be involved in anti-war ...More
EJ Insight2022-09-22
... rs to come. China? No, Singapore. There is no dispute that Singapore has been leading Asia in how to fight the pandemic and eventually return to normal life. How Hong Kong people envy Singaporeans, wh ...More
EJ Insight2022-09-21
Make no mistake: We no longer live in a stable international rules-based order. The days of unipolarity and global liberalism are over, and we are now facing a confluence of shocks unlike anything mos ...More
EJ Insight2022-09-21
