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China-Japan ties: Are they entering a new era?

... ion trade surplus and to pay more for the American security alliance. The two leaders held formal talks with their top aides in attendance for an hour, followed by a dinner hosted by Abe. For some rea ...More

EJ Insight2019-07-11

China-Japan ties: Are they entering a new era?

... ion trade surplus and to pay more for the American secu ...全文

今日信報時事評論EJ InsightFrank Ching2019年07月11日

South Korea chipmakers, suppliers scramble to bypass Tokyo curbs

...  may have surplus stock of the materials, he added. Kim Young-woo, an analyst at SK Securities, said the chipmakers have already dispatched sales teams to factories or joint ventures operated by the s ...More

EJ Insight2019-07-09

Greek Conservatives take charge in landslide win

... P primary surplus target that excludes debt servicing outlays is likely to be missed this year and reach just 2.9 percent of economic output. With Greece still challenged by its debt overhang, the fis ...More

EJ Insight2019-07-08

Why Trump thinks Vietnam is worse than China on trade

... s a trade surplus of US$39.5 billion. This trade gap is the already the fifth largest for the US among its trade partners. The US runs the biggest trade deficit with China, followed by Germany, Mexico ...More

EJ Insight2019-07-02

Corporate America in the crossfire

... US had a “surplus” of US$1.7 trillion in 2016 – three times larger than the US trade deficit of US$502 billion that year. This has meant major profits for US multinationals: the ratio of overseas sale ...More

EJ Insight2019-06-25

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

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