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Private-debt risks are hiding in plain sight

... 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

Soft power after Ukraine

... 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

China’s support for Putin provokes hatred in Eastern Europe

... 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

China's stance toward Putin provokes hatred in Eastern Europe

... 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

【搏拳實錄】5月重新起步

... e for the May meeting),事實上,美股似已為聯儲局加快收緊貨幣政策(包括更進取地加息以及縮 ...全文

即時新聞即巿股評2022年05月04日

Beijing’s choice John Lee now needs to woo the people

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

Europe is its own enemy in Ukraine

... 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

Dealing with tsunami of mental health problems

... 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

The growing threat of global recession

... 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

道指收復逾500點失地 收市反彈84點

... ,「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

即時新聞國際財經2022年05月03日

美10年債息超3厘 道指曾插逾五百

... ,「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

今日信報要聞2022年05月03日

5月沽貨淡市開始 美股專家看法分歧

... 」(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

即時新聞國際財經2022年05月02日

議息前趨勢未明 短炒波幅易迷失

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

今日信報理財投資有米落鑊阿米2022年04月30日

Evolving investor expectations

...  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

The gathering stagflationary storm

... 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

Turn inwards, at our own peril

... 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

Typhoon in May and stay away

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

Reforming Hong Kong: Youth policy

... 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

Keeping afloat in Hong Kong’s tech ‘talent tsunami’

...  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

Applying the COVID blueprint to cholera

... 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

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