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Anti-imperialists should oppose imperialism anywhere, everywhere

In reading the titular statement, one may – most natura ...全文

今日信報時事評論EJ InsightBrian Wong2022年05月24日

Covid, decoupling provokes biggest foreigner exodus from China

... residents may find themselves caught in this battle, especially if they work in sectors considered sensitive, like telecommunications, IT, computer chips and other high-tech products. -- Contact us at ...More

EJ Insight2022-05-23

Things would get worse before they get better

... e outlook may improve towards the end of the year if these risks do not escalate and investors begin to believe that the Fed can bring the economy in for a soft landing on what will be, admittedly, a ...More

EJ Insight2022-05-23

Anti-imperialists should oppose imperialism anywhere, everywhere

In reading the titular statement, one may – most naturally – think this is a self-evident statement. Surely, if one opposes imperialism – defined here as the subjugation of a party of independent sove ...More

EJ Insight2022-05-23

A bird in the hand is worth two in the bush

... est rates may bring higher asset class correlations. Not only might stocks and bonds become more correlated, but styles such as growth and value may sync more closely than in the past. If so, the perf ...More

EJ Insight2022-05-20

Another global recession?

... stupidity may well result in his removal from power (though many Kremlinologists consider this unlikely). In any case, the blow to real incomes – and thus to consumer spending – from higher energy and ...More

EJ Insight2022-05-19

Cloud the key for APAC banks’ digital transformation

... ome banks may try to skate by with a mobile app stacked on top of aging and inflexible technology infrastructure. The simple fact is that aging architecture cannot flex. Eventually these banks will ex ...More

EJ Insight2022-05-19

Fearful of Western sanctions,Lenovo,Xiaomi stop sales in Russia

... ivered in May, despite steep discounts, because they do not want to be sanctioned for buying Russian oil. But they are honouring contracts signed before the war. In March, the Ministry of Foreign Affa ...More

EJ Insight2022-05-19

Fearful of Western sanctions, Lenovo, Xiaomi stop sales in Russi

... ivered in May, despite steep discounts, because they do ...全文

今日信報時事評論Mark O’Neill2022年05月19日

Demystifying Oxbridge education (III)

... hey and I may not see eye to eye on my country, on the world, on political ideology and ideals. Yet they are respectable – not despite their views, not because of their views, but because of the stead ...More

EJ Insight2022-05-18

The IMF is still behind the times on capital controls

The International Monetary Fund’s revised policy framework for managing cross-border financial flows, approved by its Executive Board last month, broadens the circumstances under which countries may r ...More

EJ Insight2022-05-18

Fiscal capture at the ECB

... ing 2% on May 10, 2022 – at a time when many vulnerable sovereigns are still planning additional large net debt issuances. I expect that either the PSPP eligibility rules will be changed to allow the ...More

EJ Insight2022-05-17

Demystifying Oxbridge education (II)

... d as this may be, tt’s not (just) about the answer, it’s about the process! A corollary, is that the interview shouldn’t be treated as a showing-off/shock-and-awe exercise. You’re not there to impress ...More

EJ Insight2022-05-17

Demystifying Oxbridge Education

... e". As we may have noticed rather recently, all old thi ...全文

今日信報時事評論EJ InsightBrian Wong2022年05月17日

Beware a global economy with little fires everywhere

Big shocks to the global economy, such as Russia’s invasion of Ukraine, understandably capture the most attention. But a new worldwide pattern of “little fires everywhere” may be equally consequential ...More

EJ Insight2022-05-16

【EJFQ信析】見熊依然好貴 納指難言跌夠

Sell in May於今年似正在應驗,加息陰霾下,滯脹、衰退風險又升溫,美股近日明顯回落,蘋果公司(Appl ...全文

即時新聞即巿股評2022年05月14日

見熊依然好貴 納指難言跌夠

Sell in May於今年似正在應驗,加息陰霾下,滯脹、衰退風險又升溫,美股近日明顯回落,蘋果公司(Appl ...全文

今日信報理財投資信報投資分析研究部信析2022年05月14日

Premium brands poised to benefit from global reopening

... er brands may experience short-term volatility due to the prolonged Covid lockdowns in China, the bellwethers of the luxury industry announced very strong Q1 results beating consensus. The US and Chin ...More

EJ Insight2022-05-12

疫情下的創造性破壞

... any firms may have to perish that nevertheless would be ...全文

今日信報理財投資經濟3.0梁天卓2022年05月12日

How synergy between the metaverse and big data helps businesses

One of the biggest technology stories of the decade is Facebook changing its name to Meta, which has brought the buzzword “metaverse” into the spotlight. It may stay to be a futuristic sci-fi concept ...More

EJ Insight2022-05-11

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