Analysis & Opinion

The View | Vaccine success can’t single-handedly save the UK economy

With Britain’s economy languishing, Covid-19 uncertainties persisting and Brexit taking its toll, a lot could happen that would upset expectations of a bull market.

25 Feb 2021 - 11:26PM
The View | Why even herd immunity won’t revive lost US consumer spending

Notwithstanding the release of pent-up demand for consumer durables, face-to-face services, including food and entertainment services, show signs of lasting damage.

24 Feb 2021 - 2:09AM
Shades Off | Doubts on Covid-19 vaccines won’t stop me getting a jab

Hong Kong must address the legitimate worry about the efficacy and side effects of the three jabs it has chosen, especially Sinovac. But no vaccine is 100 per cent effective.

23 Feb 2021 - 6:45AM
Macroscope | EU’s lacklustre economic recovery shakes investors’ faith in the euro

Despite a strong rebound in the third quarter, the bloc recorded a 0.4 per cent contraction in the fourth, raising fears of a double-dip recession.

22 Feb 2021 - 8:42PM
Opinion | Why countries choose Chinese vaccines – it’s not political

When it comes to the driving forces behind purchase agreements with China, the picture that emerges is one of adequate solutions meeting extreme demand. China, and now Russia, are winning purchase agreements simply by being able to deliver.

20 Feb 2021 - 9:27AM
Opinion | Hong Kong budget must include handouts to tide over the jobless

With the jobless rate rising and unions seeing a need to support out-of-work Hongkongers, the government must respond. It’s also a good time to steer local business towards good corporate governance, to protect labour and environmental standards.

19 Feb 2021 - 8:31AM
Opinion | Why we should be worrying about inflation

Today’s economic conditions have no precedent in the past 50 years, so current forecasts are no guarantee inflation will actually remain low. The massive fiscal and monetary expansion in response to Covid-19 may pose a greater inflation risk.

18 Feb 2021 - 3:45PM
Opinion | To debunk Covid-19 conspiracy theories, both US and China must be transparent

The allegations of biowarfare surrounding this pandemic should prompt a review of the Biological Weapons Convention and states’ compliance with it.

18 Feb 2021 - 6:08AM
The View | Protect lenders and borrowers to ease bad loan damage to recovery

More than ever, banks must strike a delicate balance between extending needed lines of credit to borrowers while also safeguarding themselves against bad debt. Banks must continue to lend while anticipating loan losses, and shielding lenders and borrowers while managing bad loans is essential to an economic recovery.

17 Feb 2021 - 5:00PM
Macroscope | Could the Japanese yen be a good reflation trade?

While the yen retains its safe haven attributes, Japan’s exporters should be well placed to benefit from the global post-pandemic economic recovery. Japanese government bond nominal yields may not put off investors, given the different outlook for real yields.

16 Feb 2021 - 11:53PM
As I see it | Covid-19 Israel provides vital link in next vaccine data chain

With governments around the world gearing up to vaccinate their populations, evidence of real-world effectiveness will be closely watched.

16 Feb 2021 - 9:15PM
The View | Marriage of education and technology a boon amid pandemic

While ensuring digital access is important, fiscal policy and financial incentives that keep up with the times represent a win-win for the people and the government as well as an investment in the future of the economy.

16 Feb 2021 - 5:00PM
Abacus | How much is that doggy in the lockdown? If it’s HK$56,000, think twice

Investors can get in on the global pet boom, or simply invest in a new buddy for life – but consider a rescue from an animal shelter, writes Neil Newman.

15 Feb 2021 - 8:43AM
Macroscope | Why inflation risks are the last thing investors should worry about

While fears of runaway prices should be taken seriously, the priority for economies is still to get the pandemic under control. With the mass roll-out of vaccines proving challenging, markets should be watching how this will affect company profits.

13 Feb 2021 - 9:24AM
Opinion | What 500 years of history tells us about the economic impact of pandemics

Research shows that past pandemics had no statistically significant impact on real economic growth, inflation, interest rates, exports or wages. The economy will probably rebound rapidly after Covid-19, given the new monetary tools available.

11 Feb 2021 - 3:22AM
The View | Asia’s red-hot logistics property market sets high entry bar for investors

The sector’s stellar performance compared with other commercial real estate assets is attracting a flood of capital seeking profit, pushing prices up and rental yield down. The real challenge is the scarcity of institutional-grade assets.

9 Feb 2021 - 10:01AM
Inside Out | Why Biden must act on his window of opportunity on trade

If Biden really wants to work with allies to tackle ‘serious competitor’ China, clear multilateral commitments are essential, particularly before his powers to fast track trade deals end in July.

18 Feb 2021 - 10:59AM
Opinion | Troubled Ocean Park: time to let the government run the show

It is a good idea to revamp the park’s business model by opening the lower area to the public for free. But outsourcing retail and entertainment businesses to private companies will take the park further from its primary mission as a non-profit organisation.

5 Feb 2021 - 7:10AM
Opinion | Reopen schools to save Hong Kong students from ‘Covid slide’

Children, particularly the very young and those from less well-off families, need in-person classes to learn well, and virtual learning is a poor substitute.

8 Feb 2021 - 11:00AM