... rom goods may become evident when reopening takes place. Within fixed income, we are still positive on credit and high yield, particularly in the oil and commodity space. We prefer Asian credit as an ...More
EJ Insight2022-04-14
... ports and may take lessons from, for instances, Port of Rotterdam, which uses a Digital Twin, to generate insights for real-time monitoring of all operations and Port of Hamburg that uses intelligent ...More
EJ Insight2022-04-14
... tions. He may need the revenues, but this would not be the first time that anger and pride trumped economic logic. If the West makes payments not to Gazprombank but into escrow accounts, Putin will lo ...More
EJ Insight2022-04-14
... alization may not end imminently, its acute vulnerabilities certainly have been exposed. Structural changes in how business is done are already materializing, as demonstrated by the complex reorganiza ...More
EJ Insight2022-04-14
... Hong Kong may experiment to develop regulated cryptocur ...全文
今日信報時事評論EJ InsightNeville Lai, Brian YS Wong2022年04月14日
... on itself may also have unintended negative effects in the developing world. Scholars and central bankers usually refer to two types of climate-related financial risk: “physical risks” and “transition ...More
EJ Insight2022-04-13
... Hong Kong may experiment to develop regulated cryptocurrency experimentation to restore confidence in its international, liberal and laissez-faire financial status, so as to position it as the only sa ...More
EJ Insight2022-04-12
... vernments may well balk at the prospect of the EU introducing more stringent – and binding – requirements for national energy savings. After all, in 2018, when the current energy-efficiency target for ...More
EJ Insight2022-04-11
... investors may want to concentrate on owning assets where cash flow visibility is clearer and where the products are mission-critical, and under owning assets where profits are dependent on factors out ...More
EJ Insight2022-04-08
... ble money may more than double over the next decade – which presents an extraordinary opportunity for private banks and wealth managers. Striking the balance between digital offerings and traditional ...More
EJ Insight2022-04-08
Whether one likes it or not, there are different opinions about the direction in which Hong Kong is being driven. Though it may not have been to everyone’s liking, prior to Carrie Lam’s attempt to int ...More
EJ Insight2022-04-06
... nient, Xi may still feel that it is prudent to “dance with the one who brought you to the party.” Besides, initiating a Rooseveltian move would probably require more imagination and flexibility than t ...More
EJ Insight2022-04-06
... 2019, it may not sufficiently offset the loss in the saleable area. In view of this, the 2022-23 Budget mentions increasing the concession of floor area from the current 6% to 10% in a bid to encoura ...More
EJ Insight2022-04-04
... ith China may hurt the US and Europe less than one might assume, sanctions on China also might not prove nearly as effective as the measures against Russia have been. To get an idea of the magnitude o ...More
EJ Insight2022-04-04
... operators may attempt to enter the business, but these activities would be tracked carefully, and ship owners, charterers, and captains would most likely face personal US and EU sanctions. Ukraine has ...More
EJ Insight2022-04-01
... Officers may be inevitable and, unfortunately, unavoidable. One may have thought these mounting hurdles in procuring cyber risk insurance combined with increasing premium levels would serve to dampen ...More
EJ Insight2022-04-01
... on Russia may feed inflation, thus partly defeating monetary policymakers’ efforts. Moreover, central banks’ drive to tame inflation via higher policy rates will become inconsistent with accommodative ...More
EJ Insight2022-04-01
... tance, it may be impermissible for me to deploy force a ...全文
今日信報時事評論EJ InsightBrian Wong2022年04月01日
... oughed in May last year, before recovering throughout the second half of 2021. Instead of following the credit impulse higher, Chinese equities suffered from a heavy onslaught of regulatory measures. ...More
EJ Insight2022-03-31
