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Investing for impact and profit

Environmental, social, and governance (ESG) standards are the talk of the investment world these days. But despite the trillions of dollars of investments that have been labeled “ESG,” this form of in ...More

EJ Insight2022-04-04

New question surrounding cyber risk insurance: Insurable or not?

... ynical eye. Perhaps the misconception of ‘we don’t handle high volumes of personal sensitive information’ was a convenient argument for boards to dismiss this new class of insurance out of hand. Anoth ...More

EJ Insight2022-04-01

Is the new stagflation policy-proof?

The global economy has suffered two large negative supply-side shocks, first from the COVID-19 pandemic and now from Russian President Vladimir Putin’s invasion of Ukraine. The war has further disrupt ...More

EJ Insight2022-04-01

On the Slap

... scars 2022. And the rest, was – well – history. Will Sm ...全文

今日信報時事評論EJ InsightBrian Wong2022年04月01日

China macro and market: 2022 outlook slightly better

The Chinese (offshore) equity market has suffered heavily over the past year, dropping by more than 30%, which is the sharpest 12-month decline since the global financial crisis. This, however, largel ...More

EJ Insight2022-03-31

On the slap

Chris Rock decided to go off-script with a joke at the Oscars 2022. And the rest, was – well – history. Will Smith’s physical assault (slap?) on Chris Rock will go down in modern television history as ...More

EJ Insight2022-03-31

Fighting cybercrime across the world

Cyber risk is growing for businesses across the world. Our analysis has shown that 2021 was a record year for vulnerabilities, and our latest Kroll Quarterly Threat Landscape Report found a 356% incre ...More

EJ Insight2022-03-31

360市況概覽

❶大市表現 恒指在結算日開市即突破22000點,午後最多漲463點,收報22232點,升304點(1.39%) ...全文

今日信報理財投資信報投資分析研究部2022年03月31日

Replace Russian oil and gas with renewables

Russia’s invasion of Ukraine has shaken many long-held Western assumptions about the foundations of peace in Europe. Among other things, it has renewed policymakers’ focus on energy dependence as a ke ...More

EJ Insight2022-03-30

Putin’s war: Rational, irrational or boundedly rational?

The majority of political analysts and commentators, myself included, did not expect Putin would engage in an all-out invasion against Ukraine. The invasion seems too risky, in that the goal - the ful ...More

EJ Insight2022-03-30

Focus on long term MPF performance, not short-term volatility

Despite concerns about the recent volatility of the equity markets and its impact on MPF return, the long term performance of the MPF System has proved to be robust. The MPF System aims to provide bas ...More

EJ Insight2022-03-29

從抗疫看愛國社團不可替代的作用

... 檢測中心,舉辦「感恩.送暖」訪問活動,一些會員還主動承接香港多個社區檢測中心工作⋯⋯;在2月中下旬,當部分政府 ...全文

今日信報時事評論維港鐘鳴屠海鳴2022年03月29日

中金:美團季績勝預期 惟降目標價睇265元

... 收市價135元有96.3%潛在升幅) 中金公司發表報告指,美團去年第四季度業績好於市場預期,維持給予「跑贏行業 ...全文

即時新聞港股直擊2022年03月28日

中石化去年多賺近1.2倍 末期息0.31元人幣

中石化(00386)公布按國際財務報告準則,去年盈利719.8億元(人民幣.下同),按年升1.15倍,創近10 ...全文

即時新聞重要通告2022年03月27日

Europe’s moral obligation to boycott Russian energy

Since the early 2000s, European leaders and intellectuals have pushed the idea that the European project is not merely about economic opportunities. At its core, they claim, is morality and the promot ...More

EJ Insight2022-03-25

Some Reflections on‘Turning Red’– the Movie

... stributor). Directed by Domee Shi (of Bao (2018) fame), ...全文

今日信報時事評論EJ InsightBrian Wong2022年03月25日

Some reflections on the movie ‘Turning Red’

The other day I tuned into my Disney+ and opted to watch ‘Turning Red’, a joint effort by Pixar Animation Studios (producer) and Walt Disney (distributor). Directed by Domee Shi (of Bao (2018) fame), ...More

EJ Insight2022-03-24

China will pay high price for supporting Putin’s invasion

The longer Vladimir Putin’s invasion of Ukraine goes on, the higher economic and diplomatic price China will have to pay for supporting him. On March 16, at the International Court of Justice in The H ...More

EJ Insight2022-03-24

China will pay high price for Putin's invasion

... orting him. On March 16, at the International Court of ...全文

今日信報時事評論EJ InsightMark O’Neill2022年03月24日

Water: Emerging importance of private investment

Water is becoming an ever more urgent problem as resources dwindle, while demand for clean water and sanitation increases. According to the UN, only one third of countries in the world will have susta ...More

EJ Insight2022-03-23

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