... combination of softening US inflation prints and the ongoing slowdown in euro area growth. Year-to-date, the Swiss currency is up 4% against the euro and 7% against the US dollar. We think that the r ...More
EJ Insight2023-08-31
WING ON CO(00289) 截至2023年6月30日止6個月之中期股息(85KB, pdf) ...全文
WING ON CO(00289) 2023年中期業績通告(828KB, pdf) ...全文
With a lack of ground-breaking technological innovation over the past few decades in the highly industrialised countries, the labour productivity growth there has diminished. This is the conclusion of ...More
EJ Insight2023-08-30
Artificial intelligence (AI) is an increasingly ubiquitous field of study and subject of discussion and investigation across a variety of fields: from computer science to digital marketing and commerc ...More
EJ Insight2023-08-30
As the world grapples with an unprecedented confluence of devastating floods, wildfires, and droughts, the debate about how to address the escalating climate crisis is increasingly distorted by big-bu ...More
EJ Insight2023-08-30
... 「逐險」(risk-on)態度,加注大市值股份和高啤打股份,以捕捉市場短期升勢。 降印花稅長遠幫助恐有限 在政 ...全文
... International Settlements (2020), "The Green Swan: Cen ...全文
The United States and China remain on a collision course. The new cold war between them may eventually turn hot over the issue of Taiwan. The “Thucydides Trap” – in which a rising power seems destined ...More
EJ Insight2023-08-29
In the BYD 2022 annual report communication meeting, Chairman of the carmaker Wang Chuanfu considered autonomous driving (AD) as impractical and misleading, saying that it was a “false promise”. He be ...More
EJ Insight2023-08-29
When I coined the BRIC acronym back in 2001, my primary point was that global governance would need to adjust to incorporate the world’s largest emerging economies. Not only did Brazil, Russia, India, ...More
EJ Insight2023-08-28
In February 1950, then Senator Joseph R. McCarthy (a junior senator from Wisconsin) declared that there were 205 card-carrying Communists employed in the US Department of State. With irreverent noncha ...More
EJ Insight2023-08-28
In late July, Argentina had to repay the International Monetary Fund (IMF) US$2.7 billion as part of a bailout. But it did not want to use its scarce reserves of dollars -- so it paid most of it in re ...More
EJ Insight2023-08-28
... ,否則Return on Capital(資本回報率)會降低」,而現時到底要投放在哪些板塊,將考驗銀行及金融機 ...全文
Hong Kong is losing its appeal for Westerners because o ...全文
今日信報時事評論EJ InsightMark O’Neill2023年08月26日
In a publication late last month, I hazarded a guess of a New Normal paradigm in Sino-US relations: ties remain tense, rivlary can be cutthroat, but both refrain from going so extreme as to risk ignit ...More
EJ Insight2023-08-25
At least half of the global population lacks access to essential health services, and health-care expenses push almost 100 million people into extreme poverty each year. How scarce resources are distr ...More
EJ Insight2023-08-25