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Much more than a trade war

... igh trade surplus, capital controls, and lack of legal security and property rights. The technology battle. Seventy percent of the software used in China is pirated from the US. The negative impact fo ...More

EJ Insight2019-06-14

Trump-Xi: Bromance and the trade war

... its trade surplus with the United States and to lower its trade barriers. One example of how Trump worked with his “friend” was when he talked with Xi by phone on May 8. Before the call, he tweeted: “ ...More

EJ Insight2019-05-31

Trump-Xi: Bromance and the trade war

... its trade surplus with the United States and to lower i ...全文

今日信報時事評論EJ InsightFrank Ching2019年05月30日

US: Nine trade partners deserve scrutiny over currency practices

... ral trade surplus,” Secretary Steven Mnuchin said in the statement. China needs to aggressively address market-distorting forces, including subsidies and state-owned enterprises, the Treasury statemen ...More

EJ Insight2019-05-29

How will the US-China trade war end?

... ard other surplus economies, like the EU, Japan, and South Korea (the targets of the threatened automotive tariffs). For decades, the US saving shortfall seemed like a problem to be managed, not solve ...More

EJ Insight2019-05-28

Trump presses Japan over trade gap

...  US trade surplus and get a two-way trade pact with Tokyo. Trump has also spearheaded an expensive trade dispute with China. That trade war between the world’s two largest economies has hurt markets w ...More

EJ Insight2019-05-27

富蘭克林鄧普頓看好新興市場 債券基金規模逾百億美元

... ry budget surplus,即未計償還債務本息的政府營運收支達至盈餘)的目標,這看來有機會可實現。阿根 ...全文

今日信報理財投資理柏基金香港年獎20192019年05月07日

Leave the renminbi out of US-China trade talks

... ral trade surplus with America, it will simply offshore the final stages of goods production, so that US imports will be recorded as coming from another Asian country, such as Vietnam. True, pushing C ...More

EJ Insight2019-05-06

Australia goes to the polls on May 18

... st budget surplus in more than a decade. Opinion polls show the coalition government, consisting of Morrison’s Liberals and the rural-focused Nationals party, is headed for a resounding defeat by cent ...More

EJ Insight2019-04-11

Overly aggressive practices fuel collapse of China P2P platforms

... hose with surplus funds with cash-strapped individuals or small businesses. The business allows individuals to lend to each other, where lenders can earn high interest rates —higher than those offered ...More

EJ Insight2019-04-09

The blind spot in the trade debate

...  services surpluses with many of its leading trade partners, including China. In real (inflation-adjusted) terms, the overall US services surplus increased by 145 percent between 2000 and 2016, and se ...More

EJ Insight2019-03-21

摩通:友邦股東回報可持續提升 籲投資者睇長線

... 自由盈餘(free surplus)提升至160億美元以上,持續的股東回報提升可成另一催化劑。 更多券商分析, ...全文

即時新聞港股直擊2019年03月15日

Why Beijing may be keen on boosting the stock market

... the trade surplus between US and China is just a trigger for the trade war. Washington is actually most concerned about the Made in China 2025 plan, which could give Chinese tech firms too much influe ...More

EJ Insight2019-03-05

Back to fundamentals

...  as trade surplus have deteriorated sharply. But there is growth. Despite the bad data, the Italian recession and the fact that the European Commission has had to revise down by more than 30 percent i ...More

EJ Insight2019-03-05

Lawmakers show little support for Paul Chan's budget

... he budget surplus could drop further this year and that there are uncertainties surrounding the economy. In light of the concerns, Chan announced salaries tax rebate of 75 percent, the same as last ye ...More

EJ Insight2019-02-28

Yet another ho-hum budget with no new thinking

... he budget surplus to HK$58.7 billion, some sweeteners, no cash handouts, extra funds to ease the crisis at our hospitals, education subsidies for needy students, HK$6 billion to enhance Hong Kong’s wa ...More

EJ Insight2019-02-28

Yet another ho-hum budget with no new thinking

... he budget surplus to HK$58.7 billion, some sweeteners, ...全文

今日信報時事評論STRAIGHT-SHOOTING褚簡寧 Michael Chugani2019年02月28日

Paul Chan's sweeteners leave a bitter taste

... he budget surplus is just HK$58.7 billion, down from a record HK$138 billion last year. The outlook is not too bright, according to Paul Chan, citing the ongoing US-China trade war and the slowing mai ...More

EJ Insight2019-02-27

No cash handouts; sweeteners, relief measures slashed in budget

... he budget surplus is estimated at HK$58.7 billion, down from a record HK$138 billion in fiscal 2017-18, and is expected to drop further to HK$16.8 billion in 2019-20. But the overall fiscal reserves a ...More

EJ Insight2019-02-27

Why the govt must resist calls for cash handouts

... us fiscal surplus. If you ask me, I am against the idea of providing cash handouts, a position I also took last year. I am opposed to the idea not out of concern about the government’s fiscal shape or ...More

EJ Insight2019-02-26

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