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China: Tighter policy and stable growth?

... specially evident given recent data weakness; industrial production volumes (according to our measure) have declined from a high of 6.9 percent year on year in early 2017 to 2.3 percent y/y in Decembe ...More

EJ Insight2018-03-09

Is Iran an emerging football nation?

... otherwise evident in the bars of England or the cafes of Spain. Fan engagement often takes place via social media or, as the cases of Paris Saint Germain and Manchester City, via the ownership of over ...More

EJ Insight2018-03-08

US wary of North Korea weapons advances while talks take place

... likely be evident in months “if North Korea is just playing us.” Re-entry vehicle challenge Either way, US officials and experts agree there is value in getting North Korea to put its testing on hold ...More

EJ Insight2018-03-08

Equity market: Keep calm and carry on

... mplacency evident in January. The trajectory of wage inflation, bond yields and interest rates in the United States plus movements in the US dollar should be watched closely to gauge market sentiment ...More

EJ Insight2018-02-28

The danger in today's good economic news

...  has been evident almost everywhere, with income and wealth increasingly concentrated at the very top. This trend will accelerate as new technologies, regardless of how much productivity growth they g ...More

EJ Insight2018-01-12

Co-location: There is no legal solution, only political solution

... at became evident when the National People’s Congress Standing Committee interpreted the Basic Law in a way that left local courts no choice but to disqualify six opposition legislators for improper o ...More

EJ Insight2018-01-04

Markets build on momentum to ring in the New Year

... eturns so evident this year to persist in 2018. That should prove a boon for bottom-up stock pickers, less so for passive funds. Cyclicals should do well in 2018, as should financials and energy stock ...More

EJ Insight2017-12-28

Automation trend: What it means for Hong Kong's IT professionals

... ming more evident within 'RegTech' (Regulatory Technology). Over the past 12 months we've seen numerous banks applying robotics automation to finance areas such as Anti-Money Laundering (AML) and Cust ...More

EJ Insight2017-12-15

Govt must open up the taxi market to competition

... this more evident than in their handling of the issue related to mobile app-based car hailing services, with officials adopting a head-in-the-sand approach on the key new-age industry. Failing to lega ...More

EJ Insight2017-11-30

Goldilocks forever?

... it became evident that central banks had underestimated inflation pressure. More specifically, a sharp rise in long-term rates would lead to higher financial market volatility, potentially jeopardizin ...More

EJ Insight2017-11-20

Pro-Beijing figures call for planning on national security law

...  laws are evident in the city, and suggested that the government can't afford to sit on the matter. Though he didn't mention specifically, he was alluding to the emergence of pro-independence and sepa ...More

EJ Insight2017-11-17

An agenda for US-Iran negotiations

... ad a self-evident rationale. Now is the time for the US to put its cards on the table. Does it seek regime change, or would it settle for policy changes by whatever government Syrians eventually choos ...More

EJ Insight2017-11-01

Economic growth is no longer enough

... should be evident by now that many of the world’s economies are undergoing some form of structural change, and in the wake of that change, the “jobs-productivity-income” distribution triangle has gone ...More

EJ Insight2017-10-26

China's leader signals end to One Country, Two Systems

... . This is evident in her plans and programs, such as pushing for cross-border integration and the co-location arrangement for the Express Rail Link, introducing national education, including the study ...More

EJ Insight2017-10-19

What is T4 syndrome?

...  are more evident at night. Turning neck backwards or to the sides will not cause pain. Some patients would opt to ease the pain by having a massage or taking painkillers, which can only reduce muscle ...More

EJ Insight2017-10-13

Priscilla soars, HK Ballet dives into dark themes

... spense is evident throughout. At its heart is a powerful pas de deux impressively danced by Ye Feifei and Wei Wei. – Contact us at [email protected] KN/BN/CG ...More

EJ Insight2017-10-13

iPhone 8 makes tepid debut. Should we be surprised?

... dsets was evident from the relatively thin crowds at Apple's various flagship stores in Hong Kong, and elsewhere, following the launch. Given the weak market response, one wonders if Apple will resort ...More

EJ Insight2017-09-25

Housing proposals: Adding insult to injury

...  it seems evident that authorities are indeed looking at some radical but temporary solutions to meet the housing needs of low-income people. Setting aside the hype, the flat-sharing scheme would, in ...More

EJ Insight2017-09-21

Why Tencent and Alibaba are eyeing a HK push

...  This was evident from comments made by Hong Kong Chief Executive Carrie Lam during a visit to Alibaba Group headquarters in the mainland this week. On Wednesday, Lam had a stopover at Alibaba's offic ...More

EJ Insight2017-08-24

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