The failure of China’s zero-COVID policy is leading to a reassessment of Chinese power. Until recently, many expected China’s GDP to surpass that of the United States by 2030 or soon thereafter. But n ...More
EJ Insight2023-01-06
One would be forgiven for thinking that the above is a most mundane proposition. After all, it is clearly true that geopolitics is a universal, all-encompassing, and ubiquitous phenomenon. Yet this st ...More
EJ Insight2023-01-05
After a year of big surprises, led by Russia’s invasion of Ukraine, the global spike in inflation rates, and the collapse of cryptocurrency ventures, what kind of year will 2023 prove to be? This kind ...More
EJ Insight2023-01-05
The fact that the world did not experience a systemic financial crisis in 2022 is a minor miracle, given the surge in inflation and interest rates, not to mention a massive increase in geopolitical ri ...More
EJ Insight2023-01-05
Travel or not travel – that is the question. Yes, the border is open for inbound travellers to Hong Kong with all restrictions lifted. Yet there are restrictions to be imposed on the outbound travelle ...More
EJ Insight2023-01-04
Just as a corporate balance sheet can provide insights into a company’s financial health, a “global balance sheet” (GBS), tallying the assets and liabilities of governments, corporations, households, ...More
EJ Insight2023-01-04
Green hydrogen is all the rage these days. During November’s United Nations Climate Change Conference (COP27) in Egypt, German Chancellor Olaf Scholz announced that Germany will invest more than €4 bi ...More
EJ Insight2023-01-04
... ions. By late December, all restrictions were lifted aside from mask wearing. There was an explosion of joy as people celebrated the holidays without having to worry about tests, quarantines, close co ...More
EJ Insight2023-01-04
... tro International Biotech，去信美國食品及藥物管理局（FDA），指出NMN已被授權研究 ...全文
... s ahead that hamper their development in China. The pandemic and China’s support for Russia’s invasion of Ukraine have been bitter lessons for foreign investors and persuaded many to develop two suppl ...More
EJ Insight2023-01-03
Inflation rose sharply throughout 2022 across both advanced economies and emerging markets. Structural trends suggest that the problem will be secular, rather than transitory. Specifically, many count ...More
EJ Insight2023-01-03
Hong Kong is one of the world’s premier financial hubs, so it is of little surprise that the city and its residents’ finances are attractive to fraudsters. According to a study conducted by NordVPN, 3 ...More
EJ Insight2023-01-03
A quick recap – there are four propositions that best encapsulate 2022: First, that geopolitics matters – and we are transitioning into an era of global geopolitical flux; Second, that governance matt ...More
EJ Insight2022-12-30
... Year to date, the dollar has closely followed UST 10y yields, which were on an upward trend until October hence constituted the primary source of dollar strength in 2022. Yet the recent moderation in ...More
EJ Insight2022-12-30
2022 is perhaps best summarised through four core propositions: First, that geopolitics matters – and we are transitioning into an era of global geopolitical flux; Second, that governance matters – an ...More
EJ Insight2022-12-29
Alarmed at the slowing economy, fear of higher taxes on income and profits and the increasing dominance of the state sector, thousands of super-rich Chinese want to leave the country. A research repor ...More
EJ Insight2022-12-29
In Hong Kong, customer expectations are set by the best brands globally who pursue the highest levels of customer satisfaction. This creates a market where the bar on delightful customer experiences i ...More
EJ Insight2022-12-29
Alarmed at the slowing economy, fear of higher taxes on ...全文
今日信報時事評論EJ InsightMark O’Neill2022年12月29日
In November, hundreds of corporate CEOs and heads of state convened in Bali, Indonesia, for the B20 global business summit. The topics on the agenda this year revolved around three interconnected goal ...More
EJ Insight2022-12-28
I could not tell you how odd I feel about winter holidays this year. I got a full booking in the run-up to Christmas, thanks to a further relaxation of social distancing measures yet I could not enjoy ...More
EJ Insight2022-12-28
