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Is Hong Kong doing enough to make boardrooms more diverse?

...  the next two new INEDs within the next two years. It can take up to six to twelve months from the start until the day a new INED joins their first board meeting, so companies must kick start the proc ...More

EJ Insight2022-05-26

The Finlandization of Asia

...  in Asia. Two of those abstaining countries were large powers: China and India. For China, the decision to abstain may have been less about Russia, with which it signed a cooperation agreement just we ...More

EJ Insight2022-05-25

Anti-imperialists should oppose imperialism anywhere, everywhere

... s!" These two statements are not formally contradictory ...全文

今日信報時事評論EJ InsightBrian Wong2022年05月24日

Covid, decoupling provokes biggest foreigner exodus from China

... hina. The two-month lockdown in Shanghai has accelerated the exodus. Pet movers, property agents and law firms say they are seeing a sharp uptick in departure queries, while online chat groups swappin ...More

EJ Insight2022-05-23

Things would get worse before they get better

... ities for two reasons: First, future profits are discounted at a higher interest rate, which hurts growth companies in particular. Secondly, equities no longer benefit from the "there is no alternativ ...More

EJ Insight2022-05-23

Anti-imperialists should oppose imperialism anywhere, everywhere

... s!” These two statements are not formally contradictory, yet there exists an apparent tension between them that – if mishandled – would result in a deeply diabolic and disturbing fragmentation of the ...More

EJ Insight2022-05-23

A bird in the hand is worth two in the bush

...  is worth two in the bush.” Or, what you have is of greater value than what you hope to have (because you already have it). It’s an apt metaphor for valuing risky financial assets in a turbulent 2022 ...More

EJ Insight2022-05-20

Another global recession?

... he world, two major factors beyond China will determine how things play out: major central-bank policies and Vladimir Putin. The Russian president’s intentions remain as difficult to predict today as ...More

EJ Insight2022-05-19

Fearful of Western sanctions,Lenovo,Xiaomi stop sales in Russia

...  the only two countries to vote against an investigation by the U.N. Human Rights Council into possible war crimes by Russian troops in the Kyiv region in February and March. A total of 33 countries v ...More

EJ Insight2022-05-19

Fearful of Western sanctions, Lenovo, Xiaomi stop sales in Russi

...  the only two countries to vote against an investigatio ...全文

今日信報時事評論Mark O’Neill2022年05月19日

Are ATM still 'uninvestable'?

... an almost two-month lockdown in Shanghai HSBC noted the equity risk premium of Chinese-related stocks rose to 6.37 per cent based on CSI 300 Index, or near the 2019 level. A lower US import tax on Chi ...More

EJ Insight2022-05-18

Latest HK regulatory developments in the ESG space

... ctured in two tiers, namely (i) baseline requirements, which will be applicable to all SFC-licensed fund managers and (ii) enhanced standards, which will be applicable to large fund managers with asse ...More

EJ Insight2022-05-18

Demystifying Oxbridge education (III)

So here’s to the final chapter in the series. We’ve spent the past two articles discussing the myths – and misprojections – concerning education at Oxbridge. I want to end on a more personal note. Man ...More

EJ Insight2022-05-18

The inflation tail is wagging the policy dog

...  the past two years, increasing its holdings from $4 trillion to $9 trillion (nine times higher than its mid-2008 level of less than $1 trillion). The consequences were predictable. As the Nobel laure ...More

EJ Insight2022-05-16

Breathing new life into medical oxygen

...  the past two years. While high-income countries are already working to secure their supplies of medical oxygen, many low- and middle-income countries (LMICs) will continue to need international suppo ...More

EJ Insight2022-05-13

Can the international community still do big things?

...  with the two-tier recovery from the economic downturn triggered by COVID-19. Unlike advanced economies, which have recovered on the back of vast government financing and vaccination programs, many de ...More

EJ Insight2022-05-13

A cross-border ‘yellow cow’ story

... to notice two cases of my close friends. One of them is about halfway through the quarantine in a certain Chinese city, and the other one is contemplating what the best option is. In the first case, m ...More

EJ Insight2022-05-12

Premium brands poised to benefit from global reopening

... following two years of digital investment, restructuring and continued strong demand with upside from a reopening and a return to going-out, events, travel et al, we have reason to be optimistic down ...More

EJ Insight2022-05-12

Ending the war of attrition in Ukraine

Wars often erupt and persist because of the two sides’ miscalculations regarding their relative power. In the case of Ukraine, Russia blundered badly by underestimating the resolve of Ukrainians to fi ...More

EJ Insight2022-05-12

Re-opening Hong Kong a must

...  the past two years rendered them disillusioned and jad ...全文

今日信報時事評論EJ InsightBrian Wong2022年05月11日

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