On a recent trip to India after more than two years away I was struck by how one subject in particular led many conversations: land. The Indian residential property market has been in a protracted dow ...More
EJ Insight2022-08-11
The world economy is undergoing a radical regime shift. The decades-long Great Moderation is over. Coming after the stagflation (high inflation and severe recessions) of the 1970s and early 1980s, the ...More
EJ Insight2022-08-11
Last week British Home Secretary Priti Patel announced an expansion of the scheme to allow holders of British National Overseas (BNO) passports to emigrate to the UK. As of the end of March, it had ap ...More
EJ Insight2022-08-11
... to the UK. As of the end of March, it had approved abo ...全文
今日信報時事評論EJ InsightMark O’Neill2022年08月11日
... digitally. As these worlds start to seamlessly converge our physical and digital lives using elements of virtual and augmented reality, the way we work, shop, learn, socialize and entertain will corr ...More
EJ Insight2022-08-10
... 數。美光科技股價挫3.7%,並拖累晶片股被沽售。 另外,美國國債孳息率上升,對利率去向敏感的高增長股有沽壓,不 ...全文
US Senate Democrats’ compromise bill, the Inflation Reduction Act (IRA) of 2022, addresses not just inflation but also several key longstanding problems facing our economy and society. There is a simm ...More
EJ Insight2022-08-09
... 32點,漲29點或0.1%;標指跌0.1%報4140點;納指回落0.1%,報12644點,連跌第三日。反映中概 ...全文
Top Gun is playing at cinemas across the country and Kate Bush is climbing up the charts, but it is not only popular culture that is seeing a 1980s revival. Today’s macro scenario also mirrors that of ...More
EJ Insight2022-08-09
... g strength. If we are right, it suggests that high yield bonds are cheap by historical standards—and could offer a compelling buying opportunity for investors seeking consistent income potential in th ...More
EJ Insight2022-08-09
When it comes to the United States Congress, nothing is ever over until it’s over. But as of late July, it looks as though two major pieces of legislation will soon be on President Joe Biden’s desk, a ...More
EJ Insight2022-08-08
... community. Brazil recently took a small step toward positive change when the country’s national statistics agency, IBGE, published its latest National Health Survey, which for the first time included ...More
EJ Insight2022-08-08
天業節水(00840)發盈警,預期截至6月底止中期錄得淨虧損約不超過2500萬元(人民幣.下同),而去年同期則 ...全文
The current escalation of multiple, overlapping crises – climate-related disasters, a pandemic, war in Europe, and stagflation – is intensifying anxiety and uncertainty the world over. Conventional so ...More
EJ Insight2022-08-05
At this year’s Aspen Security Forum (which I co-chair) in July, China’s ambassador to the United States, Qin Gang, appealed for better understanding of his country. But there was considerable debate a ...More
EJ Insight2022-08-05
... the world. What a difference a year makes. The promise of 2021 should not be understated. The Leaders’ Declaration that the Rome summit produced included noble pledges to give “particular regard to t ...More
EJ Insight2022-08-05
Life throws at you many opportunities. Opportunities to ...全文
今日信報時事評論EJ InsightBrian Wong2022年08月05日
Life throws at you many opportunities. Opportunities to climb, to earn, to gain and learn. Opportunities to further one’s fledgling career, to preserve a crumbling legacy, or, indeed, to find what it ...More
EJ Insight2022-08-04
... ceasefire). But who exactly is winning from this dreadful conflict? The Russian authorities are behaving as if things are going well for them. Their tone is arrogant, and they respond to entreaties wi ...More
EJ Insight2022-08-04