... gs power, may be multi-year portfolio holdings. Still, we actively diversify not just across geographies, sectors and market caps, but also styles through our basket structure. Our baskets group three ...More
EJ Insight2020-12-08
... projects may still be good value, but the pattern of cost overruns they highlight should temper the view that any infrastructure project must be a winner in an era of very low rates. Moreover, an ill ...More
EJ Insight2020-12-08
Sixty years ago next May, President John F. Kennedy put the United States on a mission to the future. “I believe that this nation should commit itself to achieving the goal, before this decade is out, ...More
EJ Insight2020-12-02
... r. People may not accept something that does not involve live interaction anymore. Notes on Hong Kong, China At the Cyberport Venture Capital Forum earlier in the month, I spoke with Bill Ning, the fo ...More
EJ Insight2020-12-01
... rst. This may mean a continuation of Trump’s trade war or more senseless finger-pointing over the spread of COVID-19. It may even mean military tensions involving Taiwan, the South China Sea, and Chin ...More
EJ Insight2020-11-27
... euristics may indeed be helpful in resource allocation ...全文
今日信報時事評論EJ InsightJustin Lau2020年11月27日
... migrants may have to live off rental income for the first few years,” he said. In the third quarter of this year, U.K. GDP fell by 9.6 per cent over the same period in 2019, compared to a fall of 4.3 ...More
EJ Insight2020-11-26
... r, and we may take GPUs as one of the examples. Traditional hardware, like central processing unit (CPU) architectures, is no longer applicable, and industries moved forward to graphics processing uni ...More
EJ Insight2020-11-26
... migrants may have to live off rental income for the fi ...全文
今日信報時事評論EJ InsightMark O’Neill2020年11月26日
Every year we celebrate Thanksgiving a month before Christmas, reflect and prepare a better year ahead. This year will be a little special. We may not be able to celebrate with a lot of people due to ...More
EJ Insight2020-11-25
... machines may make such judgement calls, but that day seems rather far off given the current state of AI technology and its fundamental differences and limitations compared with human intelligence. An ...More
EJ Insight2020-11-25
... euristics may indeed be helpful in resource allocation at large, such as social welfare distribution, but when it comes to stimulating industrial development, whether it be centered around new technol ...More
EJ Insight2020-11-25
... es, which may encourage other brands to investigate their own practices in turn. Furthermore, relevant government agencies, civil-society groups, and private-sector organizations must focus on enforci ...More
EJ Insight2020-11-25
... e between May 1, 2020, and June 30, 2021 (having been extended from December 31, 2020), thereby expanding the safety net for at least 77 developing countries. But while the DSSI offers some respite, i ...More
EJ Insight2020-11-24
... ies. This may reflect China reopening its economy sooner than most other nations as well as the continuing economic distress felt in many countries. That said, the yuan’s continued strength may depend ...More
EJ Insight2020-11-23
