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No sure thing whichever way Brexit vote goes

During a recent visit to the United Kingdom, I was struck by the extent to which the question of whether the country should remain in the European Union is dominating the media, boardroom discussions ...More

EJ Insight2016-03-30

阿根廷經濟大爆炸

新當選的阿根廷總統馬克里較早前啟動一項雄心勃勃的計劃,意欲重振因為高通脹而飽受折磨、困難重重的經濟。在危機四伏 ...全文

名家論壇Project Syndicate2016年01月22日

Can China balance its domestic and international obligations?

The recent decline in China’s currency, the renminbi, which has fueled turmoil in Chinese stock markets and drove the government to suspend trading twice last week, highlights a major challenge facing ...More

EJ Insight2016-01-12

Why US-Europe policy divergence could mean more volatile market

Over the next few weeks, the US Federal Reserve and the European Central Bank are likely to put in place notably different policies. The Fed is set to raise interest rates for the first time in almost ...More

EJ Insight2015-12-03

Governments’ self-disruption challenge from tech innovations

One of the most difficult challenges facing Western governments today is to enable and channel the transformative – and, for individuals and companies, self-empowering – forces of technological innova ...More

EJ Insight2015-10-14

Why the refugee crisis is an opening for European policymakers

There is a simple truth beneath the growing human tragedy of Europe’s refugee crisis and the European Union cannot address the massive influx of exhausted, desperate people in a manner compatible with ...More

EJ Insight2015-09-22

Oil's new normal

Oil prices have been heading south again, with a barrel of US crude recently falling below US$42 – the lowest level since March 2009, the nadir of the global financial crisis. And, while last year’s s ...More

EJ Insight2015-08-17

印度-互聯網及電訊業新寵兒

隨着A股近期的調整,不少財經界名人都相繼提出,中國的經濟發展將進一步放緩,當中包括前PIMCO首席投資總監Mo ...全文

財富管理ETF2015年07月28日

印度——互聯網及電訊新貴

不少財經界名人都相繼提出,中國經濟發展將進一步放緩,當中包括前PIMCO首席投資總監Mohamed A. El ...全文

今日信報理財投資通識ETF2015年07月28日

Currency war not a solution

More than six years after the global financial crisis, central banks in emerging and developed economies alike are continuing to pursue unprecedentedly activist --- and unpredictable -- monetary polic ...More

EJ Insight2015-02-12

The multispeed global economy

In the coming year, “divergence” will be a major global economic theme, applying to economic trends, policies and performance. As the year progresses, these divergences will become increasingly diffic ...More

EJ Insight2014-12-09

The return of the US dollar

The US dollar is on the move. In the last four months, it has soared by more than 7 percent against a basket of more than a dozen global currencies and by even more against the euro and the Japanese ...More

EJ Insight2014-11-12

The three-track Middle East

During a recent trip to the Middle East, I was struck by the growing gap between countries – so much so that, more than ever, I came away convinced that it makes no sense today to talk of the region a ...More

EJ Insight2014-07-16

The democratic disruption of finance

By Mohamed A. El-Erian There seems to be no limit to the exciting possibilities that come from combining technical innovations, the internet, and social media. It is a phenomenon that has been revolut ...More

EJ Insight2014-05-02

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