... t it also may force many emerging economies to reconsider the textbook approach to building up foreign-exchange reserves to protect against economic crises. The need for such self-insurance was the bi ...More
EJ Insight2022-03-04
... tin, this may all change. German Chancellor Olaf Scholz’s announcement on February 27 that Germany will increase its defense spending to more than 2% of GDP suggests that Europe may finally be getting ...More
EJ Insight2022-03-04
... pice – we may well be standing at the cusp of a new Wor ...全文
今日信報時事評論EJ InsightBrian Wong2022年03月04日
... reserves may be held in dollars, concealed using foreign exchange swaps. These spot sales and forward purchases of US dollars mean that the CBR is effectively lending dollars against collateral denom ...More
EJ Insight2022-03-03
... pice – we may well be standing at the cusp of a new World War; this time, however, it sure won’t be Cool (or Cold), unfortunately. -- Contact us at [email protected] ...More
EJ Insight2022-03-03
... eet as it may be, in order to comprehend Russia’s actions over the past two weeks. The contemporary territory of Ukraine can largely be traced to two adjacent regions in the 17th to 18th centuries. To ...More
EJ Insight2022-03-02
... ion. That may well prove to be a defining moment for any of the judges in the Court of Final Appeal. Meanwhile, the vast preponderance of cases heard in Hong Kong’s courts are conducted in accordance ...More
EJ Insight2022-03-01
... iet Union may hold important lessons for how to establish the necessary level of trust today. The most relevant lesson is embodied in the maxim that underpinned some of the most significant joint US-S ...More
EJ Insight2022-03-01
There may be the temptation by some investors to associate value investing with companies that have poor environmental, social and governance (ESG) profiles. After all, value investing globally, inclu ...More
EJ Insight2022-03-01
... 珊（Theresa May）嘉許，得到「社群之光獎」（Points of Light Award）。 作為英國 ...全文
... equities may move from the current correction range (-10%) into bear market territory (-20% or more). Safe government bond yields will fall for a while and then rise after inflation becomes unmoored. ...More
EJ Insight2022-02-28
... ough they may not be suitable for Hong Kong," he said. ...全文
今日信報時事評論EJ InsightMark O’Neill2022年02月26日
... inflation may have included some “catch-up” by firms. In that case, inflation could well moderate during the coming year. In any case, the Fed should now take away the punch bowl. Rising inflation is ...More
EJ Insight2022-02-25
... ough they may not be suitable for Hong Kong,” he said. He and others say that Hong Kong should follow the model of Singapore. It implements strict controls within the city. What makes it so attractive ...More
EJ Insight2022-02-24
... But this may just be a matter of time. An increasing number of companies, both in the service and the industrial sector, have reported labour shortages. After years of miserable wage growth it will b ...More
EJ Insight2022-02-23
So far this century, the US Federal Reserve has been relentlessly gradualist about increasing the federal funds rate. Since its last 50-basis-point rate hike in May 2000, the Fed has increased its pol ...More
EJ Insight2022-02-23
The European Union and the governments of two member states, Hungary and Poland, have been on a collision course for years now. The broader dispute is about what, if anything, the EU may do when a mem ...More
EJ Insight2022-02-22
