Global markets rallied hard from the lows in June on hopes of a Federal Reserve (the Fed) pivot before correcting in mid-August. The correction was mainly driven by the Federal Reserve’s message durin ...More
EJ Insight2022-10-03
... mic value by the local private sector alone through better use of geospatial data, however, it is not easy to make full use of data. A report from the Legislative Council Secretariat pointed out that ...More
EJ Insight2022-10-03
... d, driven by market forces and monetary-policy tightening.” While S&P’s rating action will not materially affect the UK’s access to credit, it represented yet another embarrassment – along with ex ...More
EJ Insight2022-10-03
... en marked by a similar mix. The dollar is now highly overvalued – at least according to the standard valuation criteria – and one must wonder when some holders might start to sell (remember rule numbe ...More
EJ Insight2022-09-30
Not so long ago, the far right in Europe was associated with shabby old men nostalgic for the good old days of order and jackboots. The far-right political parties in France and Italy, now led by wome ...More
EJ Insight2022-09-30
... came down by almost 150bps between 2012 and 2022, compared with the 10 years before. Why does this matter? The US real rate arguably is the most important discount proxy in global markets, not only fo ...More
EJ Insight2022-09-30
... ly pushed by markets to do more – and for good reason, given that core inflation is running at 6.3% and still rising – the Fed’s latest policy actions duly caused another sharp reduction in prices for ...More
EJ Insight2022-09-29
... icy rates by 25 basis points, and the Philippine central bank by 50 basis points, in August. Inflation stood at 7.9% in Thailand, 6.3% in the Philippines, 5.7% in South Korea, and 4.7% in Indonesia th ...More
EJ Insight2022-09-29
... omplished by restoring data to a sandbox or an isolated area, to test the safety. This practice of isolation and “staged restoring” occurs in only 46% of organizations worldwide, and 41% by organizati ...More
EJ Insight2022-09-29
... s go down by 20 per cent year-to-date as sterling fell to a historic low against the US dollar since 1971. One can also argue that some of them were able to sell their Hong Kong assets earlier at high ...More
EJ Insight2022-09-28
... derpinned by shared data infrastructure and common rules and standards. It is difficult to argue with the logic behind this vision. But in a region as diverse as Asia, translating it into reality woul ...More
EJ Insight2022-09-28
... property by doubling the level at which people begin p ...全文
Britain is at the cusp of a spectacular disaster. By la ...全文
今日信報時事評論EJ InsightBrian Wong2022年09月28日
Britain is at the cusp of a spectacular disaster. By late July this year, the triple whammy of COVID-19, Brexit, and the war in Ukraine had precipitated an unprecedented inflation crisis in the countr ...More
EJ Insight2022-09-27
... o a study by the Guardian and InfluenceMap, such ads are all over Google. Ads for oil giant Shell, for example, appeared on 86% of searches for “net zero,” with many promoting the company’s pledge to ...More
EJ Insight2022-09-27
... mplicated by the fact that it is also home to almost half of the planet’s electricity and industrial assets – infrastructure that is most at risk from stranding.Yet the world’s second biggest economy ...More
EJ Insight2022-09-27
... ing times by taking advantage of the tectonic shift to borderless e-commerce and the international opportunities it presents. Why should they limit their business to one market when they can sell to t ...More
EJ Insight2022-09-26
... d to grow by more than RMB 20 billion a year in the next few years. It is predicted to rise from RMB 42.5 billion this year to RMB 118.6 billion in 2025 when the development will peak. Twenty province ...More
EJ Insight2022-09-26
