Post Tagged with: "Insight & Opinion"

Why the Santa rally in stock markets may just be a little late

Why the Santa rally in stock markets may just be a little late

All financial analysts have to make confessions from time to time. And I am man enough to grovel to my readers.? In mid-November, I confidently leading up to Christmas. It was as expected as a government denial of incompetence. A weak October and November indicated that investors would turn the […]

Hong Kong companies need action, not talk, on diversity

Hong Kong companies need action, not talk, on diversity

Hong Kong competes on its reputation as a well but lightly regulated market. This philosophy is reflected in the Hong Kong stock exchange?s listing rules, which lay out a world-class standard of corporate governance but interpreted in a light-touch manner. Regulators try to avoid adding onerous requirements to compliance standards, […]

The danger in 2019: markets? dim view of the economy may become a self-fulfilling prophecy

The danger in 2019: markets? dim view of the economy may become a self-fulfilling prophecy

At the end of a calendar year, it?s natural to take stock of the past year and adjust one?s expectations for the future. At the close of 2018, that process was rather unpleasant for most of us and raised more questions than it answered. Why was 2018 so tough for […]

Are we in danger of taking technology for granted and losing the magic of innovation?

Are we in danger of taking technology for granted and losing the magic of innovation?

Technology has become truly pervasive. It is wide and it is deep. It transcends industries, professions, economies (developed and emerging) and straddles the globe, showing no respect for borders or passports. Technology has presented us with a somewhat eccentric narrative over the years. In the 1950s and 1960s, technology was […]

As the state tightens its grip on the economy, will China reject capitalism again?

As the state tightens its grip on the economy, will China reject capitalism again?

has just celebrated the 40th anniversary of its economic liberalisation. While everyone praised Deng Xiaoping again for his vision and leadership, one of his famous sayings, ?Let some people get rich first?, was conveniently not mentioned. Amid , that slogan just doesn?t feel appropriate now. If China were to hold […]

Trexit ? the one thing Donald Trump can do to save the US and global markets in 2019

Trexit ? the one thing Donald Trump can do to save the US and global markets in 2019

It is often said that the darkest hour is just before the dawn. For eternal optimists, there is always hope that morning brings something brighter, more promising. Global markets have had a lot thrown at them in recent years, from the to the European debt crisis, but they have always […]

How excessive CEO pay helped fuel the rise of Donald Trump, Brexit and an anti-capitalist movement

How excessive CEO pay helped fuel the rise of Donald Trump, Brexit and an anti-capitalist movement

Plato apparently insisted 2,000 years ago that no one in the ancient Greek economy should earn more than five times the average working person. George Orwell argued in 1941 that there was ?no reason that 10 to one should not be the maximum normal variation?. Jump forward to the early […]

Japan and China could forge an alliance that will boost fiscal stimulus to offset recession

Japan and China could forge an alliance that will boost fiscal stimulus to offset recession

The old year is not ending on an exactly happy note for international relations and it seems that the only thing which might bind major powers (outside the US) closer together in 2019 is their common mistrust of US President Donald Trump. In the case of Sino-Japanese relations, this could […]

The world must face our shared existential threats together for the common, and not let rivalries separate us

The world must face our shared existential threats together for the common, and not let rivalries separate us

Managing an economy is not for the faint of heart. Policymakers must constantly monitor the ever-evolving global economic landscape, and anticipate lightning-fast changes that can breed volatility and uncertainty. As today?s political and economic turbulence attests, the impact of events in one place can be felt far and wide, but […]

?China model? is only the latest in a long line of touted economic models ? and it won?t be the last

?China model? is only the latest in a long line of touted economic models ? and it won?t be the last

China?s growth and inexorable rise to become one of the world?s top two global economic powers is now apparent to all. Some of the results of this rise are well known. They include the vast numbers of people lifted out of poverty, the spread of social security and health care, […]