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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

The cost of the Fed’s challenged credibility

... 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

The challenge of monetary tightening

... 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

Backup as last line of defense against HK ransomware threats

... 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

Where shall we go and spend the money?

... 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

In search of a development plan for Asia

... 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

搶人才,香港點發力?

...  property by doubling the level at which people begin p ...全文

今日信報理財投資經濟3.0徐家健2022年09月28日

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