Reacting to Silicon Valley Bank’s sudden collapse, André Esteves, a senior Brazilian banking executive, recently told Bloomberg that “SVB’s interest rate risk would’ve been obvious to any banking inte ...More
EJ Insight2023-04-06
The Presidents of France and of the European Commission, Emmanuel Macron and Ursula von der Leyen, arrived in Beijing yesterday (April 5) for difficult talks that come at a critical moment in China’s ...More
EJ Insight2023-04-06
... t talks that come at a critical moment in China's devel ...全文
今日信報時事評論EJ InsightMark O’Neill2023年04月06日
The Intergovernmental Panel on Climate Change (IPCC) has issued a final warning to humanity: unless we halve greenhouse-gas (GHG) emissions by 2030, we will have no chance of capping global temperatur ...More
EJ Insight2023-04-04
If imitation is the highest form of flattery, the United States should feel very flattered indeed as China has been learning from Washington for decades, including how to act (or not act) like the wor ...More
EJ Insight2023-04-04
If we look at the current geopolitical situation, it is hard for any company to be truly global due to the different sectors in different markets. Under the existing regulatory environment there is a ...More
EJ Insight2023-04-04
The spectacle of the US Congress grilling TikTok CEO Shou Zi Chew on March 23 could one day be remembered as a turning point in the history of globalization. Over five hours of aggressive questioning, ...More
EJ Insight2023-04-03
Given the environmental impact of proof-of-work crypto mining has always been a criticism of the industry, Hong Kong’s recent regulatory warming to crypto, as well as its ambitious sustainability plan ...More
EJ Insight2023-04-03
Late last year, Morris Chang, the legendary founder of Taiwan’s (and the world’s) leading semiconductor producer, proclaimed that “globalization is almost dead.” In a world where supply chains have be ...More
EJ Insight2023-04-03
The sudden collapse of Silicon Valley Bank on March 10 was met by an equally swift response from US regulators, who announced plans to make whole all depositors, including the uninsured. But the SVB f ...More
EJ Insight2023-03-31
An easy way to start a long, heated debate is to mention global population. Thomas Malthus famously ignited furious arguments in the nineteenth century when he warned that, absent fertility-control po ...More
EJ Insight2023-03-31
ESG is not new, but interest in it has certainly blossomed in recent years. PWC estimated in October 2022 that globally, ESG-related assets under management (AuM) will reach $33.9T by 2026. With a pro ...More
EJ Insight2023-03-31
... down inflation back to its 2% target. As we had anticipated, the FOMC raised it policy rate by 25bp, but also flagged that the end of the hiking cycle is in sight. The main change to the statement is ...More
EJ Insight2023-03-30
... its foundation in 2017. The award is named for Father Alfred Deignan, an Irish Jesuit priest who served in Hong Kong from 1953 until his death in 2018. It awards small and medium-size enterprises (SM ...More
EJ Insight2023-03-30
What makes a good leader? Folks beg to disagree over this seemingly innocuous yet fundamentally divisive question. Some posit that leaders are defined by their ability to inspire and motivate others - ...More
EJ Insight2023-03-30
Yes, the border is open. Yet, the business is not back. That has been reflected in the residential rental market in Hong Kong, where 90 per cent was below the pre-pandemic level, according to Centanet ...More
EJ Insight2023-03-29
The shotgun wedding of UBS and Credit Suisse was hastily arranged in the spirit of ensuring our collective safety. As Swiss National Bank Chair Thomas Jordan noted, Credit Suisse’s size and global net ...More
EJ Insight2023-03-29
I’m no expert in geopolitics. Yet there are a few thoughts that I’d like to explore - in a conversational manner - with folks who are interested in geopolitics, and from whom I most certainly hope to ...More
EJ Insight2023-03-29
