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Don’t bet on a soft landing

... Then came two additional supply shocks this year: Russia’s brutal invasion of Ukraine, which has driven up commodity prices (energy, industrial metals, food, fertilizers), and China’s “zero-COVID” res ...More

EJ Insight2022-06-01

How will China’s currency respond to slower growth?

... more than two decades. Headwinds ahead for China? Most recently, China’s economy has slowed sharply in late 2021 and early 2022 to below 5% growth rates and China isn’t alone in experiencing a slowdow ...More

EJ Insight2022-06-01

Dismantling the fossil-fuel economy at Stockholm+50

... t, nearly two-thirds of all CO2 emitted since the Industrial Revolution can be traced to just 90 polluters, mostly the largest fossil-fuel producers. Yet, rather than reining in the polluters, the wor ...More

EJ Insight2022-05-31

Reducing plastic pollution at source

... aunched a two-month public consultation on the control of disposable plastic tableware. It is recommended to introduce legislation in phases to regulate disposable plastic tableware and EPS tableware ...More

EJ Insight2022-05-30

Has the US damaged Africa’s COVID-19 vaccination drive?

... ven after two years of the pandemic, the needs of people in low- and middle-income countries, and Africans in particular, remain an afterthought for leading global health authorities. The FDA’s restri ...More

EJ Insight2022-05-27

Key priorities for virtual bank

The virtual banking race has been heating up in Asia in recent years. While virtual bank operations in Hong Kong commenced only two years ago, this year the Bank of Thailand plans to implement regulat ...More

EJ Insight2022-05-27

Making green energy safe for pastoralists

... ourts. In two cases – one in Kenya, and the other in Norway – courts ruled that the land-acquisition process had been illegal. But, in both cases, the wind turbines are still spinning, highlighting th ...More

EJ Insight2022-05-26

Is Hong Kong doing enough to make boardrooms more diverse?

...  the next two new INEDs within the next two years. It can take up to six to twelve months from the start until the day a new INED joins their first board meeting, so companies must kick start the proc ...More

EJ Insight2022-05-26

The Finlandization of Asia

...  in Asia. Two of those abstaining countries were large powers: China and India. For China, the decision to abstain may have been less about Russia, with which it signed a cooperation agreement just we ...More

EJ Insight2022-05-25

Anti-imperialists should oppose imperialism anywhere, everywhere

... s!" These two statements are not formally contradictory ...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

... hina. The two-month lockdown in Shanghai has accelerated the exodus. Pet movers, property agents and law firms say they are seeing a sharp uptick in departure queries, while online chat groups swappin ...More

EJ Insight2022-05-23

Things would get worse before they get better

... ities for two reasons: First, future profits are discounted at a higher interest rate, which hurts growth companies in particular. Secondly, equities no longer benefit from the "there is no alternativ ...More

EJ Insight2022-05-23

Anti-imperialists should oppose imperialism anywhere, everywhere

... s!” These two statements are not formally contradictory, yet there exists an apparent tension between them that – if mishandled – would result in a deeply diabolic and disturbing fragmentation of the ...More

EJ Insight2022-05-23

A bird in the hand is worth two in the bush

...  is worth two in the bush.” Or, what you have is of greater value than what you hope to have (because you already have it). It’s an apt metaphor for valuing risky financial assets in a turbulent 2022 ...More

EJ Insight2022-05-20

Another global recession?

... he world, two major factors beyond China will determine how things play out: major central-bank policies and Vladimir Putin. The Russian president’s intentions remain as difficult to predict today as ...More

EJ Insight2022-05-19

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

...  the only two countries to vote against an investigation by the U.N. Human Rights Council into possible war crimes by Russian troops in the Kyiv region in February and March. A total of 33 countries v ...More

EJ Insight2022-05-19

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

...  the only two countries to vote against an investigatio ...全文

今日信報時事評論Mark O’Neill2022年05月19日

Are ATM still 'uninvestable'?

... an almost two-month lockdown in Shanghai HSBC noted the equity risk premium of Chinese-related stocks rose to 6.37 per cent based on CSI 300 Index, or near the 2019 level. A lower US import tax on Chi ...More

EJ Insight2022-05-18

Latest HK regulatory developments in the ESG space

... ctured in two tiers, namely (i) baseline requirements, which will be applicable to all SFC-licensed fund managers and (ii) enhanced standards, which will be applicable to large fund managers with asse ...More

EJ Insight2022-05-18

Demystifying Oxbridge education (III)

So here’s to the final chapter in the series. We’ve spent the past two articles discussing the myths – and misprojections – concerning education at Oxbridge. I want to end on a more personal note. Man ...More

EJ Insight2022-05-18

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