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What if no one wins?

... d to come by – chess isn’t one, Poker isn’t one, and it would certainly be rare, albeit not impossible, for countries to eschew the winner-take-all mindset, and opt for cooperation. We’ve had thirty y ...More

EJ Insight2022-10-06

Through the looking glass…

... ons taken by Truss and Kwartang within days of assuming office. Together, and this is significant, together they decided to abolish the 45% tax band with the consequence of depriving the government of ...More

EJ Insight2022-10-06

China and Taiwan: What role for the KMT?

Just after the People’s Liberation Army sent ballistic missiles flying over Taiwan and effectively blockaded the island’s ports in a ferocious show of force in the aftermath of a visit by Nancy Pelosi ...More

EJ Insight2022-10-06

What if no one wins?

... d to come by – chess isn't one, Poker isn't one, and it ...全文

今日信報時事評論EJ InsightBrian Wong2022年10月06日

長實46億奪屯門地 低估值下限半成
呎價3522回到6年前 總投資逾130億

... 鄰近住宅項目OMA by the Sea所在土地以樓面呎價3343元批出以來,逾6年屯門青山公路和掃管笏一帶的 ...全文

今日信報要聞2022年10月06日

How cryptocurrency intensifies the clash of global powers

... nsactions by obfuscating the parties’ origin, destination, and identities. Tornado processes and mixes a multiplicity of transactions before transmission. While Tornado’s purpose is to facilitate legi ...More

EJ Insight2022-10-05

The populist climate threat

... in reach; by slowing effective action, the tactics of today’s populists are becoming an existential threat. This trend is reversible, but it is tenacious. Following former US President Donald Trump’s ...More

EJ Insight2022-10-05

Health declaration of an astronaut

... tly abide by the confidentiality regulations and agreements, and shall not be allowed to disclose the selection tasks and personal information of candidates to unrelated persons, and they won’t be all ...More

EJ Insight2022-10-05

住宅物業印花稅之惡

... ese facts by developing a search model with entry of in ...全文

今日信報理財投資經濟3.0徐家健2022年10月05日

Corporates,academic partnerships weigh growing cross-strait risk

Companies as well as academic institutions are operating amid growing geopolitical tensions in the South China Sea heightened by US House Speaker Nancy Pelosi’s visit to Taiwan last month. Calling the ...More

EJ Insight2022-10-04

Historic fall of pound marks Britain’s decline

... ni-budget by new Chancellor of the Exchequer Kwasi Kwarteng on September 23, in which he announced sweeping tax cuts costing 45 billion pounds without explaining how he would finance them. This follow ...More

EJ Insight2022-10-04

Britain is not an emerging market yet

... ed States by three, five, and eight percentage points, respectively. That said, interest rates can rise very quickly, especially if markets lose confidence. The Truss government’s two most problematic ...More

EJ Insight2022-10-04

Hospitality

... wled over by this artful logic, I pointed out that as this was not clinically necessary, it could only be to enable the hospital to make money. She smiled. I asked why I should be compelled to be comp ...More

EJ Insight2022-10-03

When the Fed stops trying

... ould rise by too much and the Fed’s reaction would be too restrained. In this scenario, inflationary expectations would become elevated or unanchored, and the economy would end up in 1970s-style stagf ...More

EJ Insight2022-10-03

APAC investment outlook: Patience needed

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

Unlocking the billion-dollar economy of spatial data

... 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

UK: How to reset after the shock

... 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

Pound foolishness

... 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

The politics of resentment

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

A broader look at valuations

... 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

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