... sparities may be about to deepen. Early in the pandemic, many countries introduced debt moratoria, in order to give households and businesses a reprieve at a time when many faced a sharp income declin ...More
EJ Insight2022-05-06
... oft power may prove a far less costly way to get your money. In the long term, honey sometimes trumps sticks. Likewise, in international politics, the effects of soft power tend to be slow and indirec ...More
EJ Insight2022-05-05
... ggression may extend to Moldova and other countries in Eastern Europe that used to belong to the Soviet Union and its Eastern bloc. Last week Russia unilaterally cut off the supply of gas to Poland an ...More
EJ Insight2022-05-05
... ggression may extend to Moldova and other countries in ...全文
今日信報時事評論EJ InsightMark O’Neill2022年05月05日
Last week, former Chief Secretary John Lee, the sole candidate in the election this coming Sunday [May 8] for Hong Kong’s Chief Executive where the voters are the roughly 1,500 members of a China-domi ...More
EJ Insight2022-05-04
... l exports may have doubled since the invasion. Two months later, there is a growing realization across the EU that continuing to finance Russian President Vladimir Putin’s war machine is bad economics ...More
EJ Insight2022-05-04
... 00 people may commit suicide within this year. The news is disturbing. We could recall that 1,264 people committed suicide during the SARS outbreak in Hong Kong in 2003, that is, 18.8 suicides per 100 ...More
EJ Insight2022-05-03
... e economy may already be in recession. And with US consumer prices currently increasing at their fastest rate in 40 years, prospects for a soft landing for prices without a big hit to growth look incr ...More
EJ Insight2022-05-03
... ,「Sell in May and Go Away」(5月沽貨走人)的傳統市場魔咒也可能為美股帶來新考驗,按往 ...全文
... ,「Sell in May and Go Away」(5月沽貨走人)的傳統市場魔咒也可能為美股帶來新考驗,按往 ...全文
... 」(sell in May and go away)。根據CFRA統計,標指自1946年以來的最佳半年回報是由 ...全文
上期跟大家講要「Sell Before May」,不幸言中;不過「五窮六絕」是否可以一沽到底,反而就甚為迷茫。 ...全文
... at their May 4 meeting. If so, that would be their first 50-bps rate increase in 22 years. Moreover, CME’s FedWatch Tool suggests that investors price around a 62% probability that the Fed does three ...More
EJ Insight2022-04-29
... Optimists may argue that we can still rely on technological innovation to exert disinflationary pressures over time. That may be true, but the technology factor is far outnumbered by the 11 stagflatio ...More
EJ Insight2022-04-29
... ndi. This may be what populists and charlatans want – but certainly not what the people at large deserve or need. Finally, the era of globalisation has brought with it vast benefits and potential. Yes ...More
EJ Insight2022-04-28
The traditional wisdom of “Sell in May and go away” seemed to come a month earlier as global stock markets continued to be hard hit by worries of inflation and the impact of China lockdowns. While sto ...More
EJ Insight2022-04-27
... ly. There may be a meandering path weaving the in-between straddling irrelevance and irreverence, yet in the absence of a spontaneous, organic, and flourishing youth, Hong Kong would have no future. T ...More
EJ Insight2022-04-27
... and they may reject job offers if they have a poor candidate experience during the hiring process. While the employment market progressively turns toward being majority Gens Z and Y, it is no surpris ...More
EJ Insight2022-04-27
... questions may be the same, but the effort devoted to answering them has been very different. With COVID-19, strong political will and massive investment enabled researchers to produce answers quickly. ...More
EJ Insight2022-04-27