... rate hikes. The timing was strategic, given that the push from oil prices ended in June, and that overall price changes have been low since July. With the election over, it seems, now it is safe to ad ...More
EJ Insight2022-11-23
We have shown how inflation has helped earnings outpace margin expansions over the past 1.5 years. This process has started to reverse. With margins starting to decline from record highs, disinflation ...More
EJ Insight2022-11-23
... inflation. But some national leaders – such as Japan’s – have not heeded the warning. The main feature of the economic plan concocted by Truss and former Chancellor of the Exchequer Kwasi Kwarteng wa ...More
EJ Insight2022-11-22
Looking toward the balance of 2022, one thing is clear: we are not out of the woods yet. Both the global economy and global investment markets continue to be waylaid by familiar risks. That does not m ...More
EJ Insight2022-11-22
... surprising. For a large part of my professional career, I explored the links between the beautiful game and the global economy. At Goldman Sachs and, before that, at the Swiss Bank Corporation, I indu ...More
EJ Insight2022-11-22
... of October. King Leung at Invest Hong Kong further explained: “Our focus and ambition is not just on cryptocurrencies, more narrowly-defined in Bitcoin, Ethereum, and other alt coins. After all, this ...More
EJ Insight2022-11-21
... 已有反效果，最近斥6.3億美元買入的暗瘡膏公司Hero Mighty Patch 14倍EBITDA比，就被批 ...全文
四川成渝高速公路(00107) 一. 臨時股東大會投票表決結果；二. 委任董事及監事；三. 董事退任；四. 委 ...全文
If there is one issue that has taken center stage at this year’s United Nations Climate Change Conference (COP27), it is money. Delegates, climate activists, and the rapidly increasing number of priva ...More
EJ Insight2022-11-18
Following New Zealand, Hong Kong is moving to ban the sale of tobacco to those born after a certain date and take a big step toward a “smoke-free Hong Kong”. Lo Chung-mau, Secretary for Health, said l ...More
EJ Insight2022-11-17
... Hong Kong". Lo Chung-mau, Secretary for Health, said la ...全文
今日信報時事評論EJ InsightMark O’Neill2022年11月17日
... d all that. So I went to a preview the night before it ...全文
Stop the nonsense, Hong Kong people! There is no need to dissolve the Hong Kong rugby team, which lost all its games in home field but won a championship in Korea. Nor is it necessary to stop eating t ...More
EJ Insight2022-11-16
There’s a saying in politics – a stance made public is a stance that one would never adopt. This is because, what one says in the public is one thing; what one professes to embrace in private quarters ...More
EJ Insight2022-11-16
... as wrought. Understandably, political and public pressure to reduce greenhouse-gas emissions, move away from insecure primary energy supplies, and develop new, reliable, secure, and affordable energy ...More
EJ Insight2022-11-16
As world leaders convene at the United Nations Climate Change Conference (COP27), it is obvious to all that bolder action is needed to avert disaster. The UN warns that global efforts to reduce greenh ...More
EJ Insight2022-11-14
Back in 2017, the Economist ran a cover story arguing that the world’s most valuable resource was no longer oil, but data. “Data is the new oil” it proclaimed – a notion that many of us could not yet ...More
EJ Insight2022-11-11
Central banks around the world continue to contemplate issuing their own digital currencies (CBDCs). Some have already taken steps in this direction. The People’s Bank of China launched a trial of its ...More
EJ Insight2022-11-11
Sustainable investment has become a key topic for private and institutional investors. However, the acronyms used (ESG, ITR, SFDR, etc.), the complexity and the rapid developments in this field leave ...More
EJ Insight2022-11-10
