美國和中國仍處於一條衝突軌道之中,兩國之間的新冷戰,可能最終會因台灣問題而陷入白熱化,而「修昔底德陷阱」(Th ...全文
名家論壇Project Syndicate2023年08月30日
The United States and China remain on a collision course. The new cold war between them may eventually turn hot over the issue of Taiwan. The “Thucydides Trap” – in which a rising power seems destined ...More
EJ Insight2023-08-29
我正到訪以色列,適逢當地政局空前動盪。一個由激進右翼政府推行,旨在剝奪司法機構權力的一籃子立法陸續開始實施,讓 ...全文
名家論壇Project Syndicate2023年08月08日
My current visit to Israel has coincided with a period of unprecedented political turmoil. A radical right-wing government’s package of legislation to disempower the judiciary has started to be adopte ...More
EJ Insight2023-08-02
目前全球經濟前景可能出現4種情境,而其中3種情境都可能引發對各個市場影響深遠的嚴重風險。 其中最為正面的情境是 ...全文
名家論壇Project Syndicate2023年07月11日
There are currently four scenarios for the global economic outlook. Three of these entail potentially serious risks with far-reaching implications for markets. The most positive is a “soft landing,” w ...More
EJ Insight2023-06-28
在5月七國集團(G7)廣島峰會後,美國總統拜登聲稱期望實現對華關係「解凍」。但儘管最近舉行了一些正式雙邊會談( ...全文
名家論壇Project Syndicate2023年06月13日
Following the May G7 summit in Hiroshima, US President Joe Biden claimed that he expects a “thaw” in relations with China. Yet despite some recent official bilateral meetings – with US Secretary of th ...More
EJ Insight2023-06-01
1.小米首季經調整盈利升13% 小米集團(01810)首季經調整盈利升13%,整體毛利率創歷史新高,惟智能手機 ...全文
有「末日博士」之稱的著名經濟學家魯賓尼(Nouriel Roubini)警告,七國集團(G7)峰會後,美國和中 ...全文
我最近參加了在北京舉行的中國發展高層級論壇。這是一場外國商業領袖、學者、前政策制定者和中國高級官員的年度聚會, ...全文
名家論壇Project Syndicate2023年05月19日
I recently attended the China Development Forum (CDF) in Beijing, an annual gathering of senior foreign business leaders, academics, former policymakers, and top Chinese officials. This year’s confere ...More
EJ Insight2023-05-05
美國晶片巨擘英特爾唱好前景,惟通脹居高不下和銀行業危機持續,美股周五先跌後升,道指漲逾270點。 英特爾彈4. ...全文