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貨幣爭霸 花落誰家 (The race is on for the new world currency)
近年來,數碼貨幣在世界各地日常經濟活動中已擔當不可或缺的角色,例如中國內地的支付系統,就以微信和支付寶居主導地位,數以億計的消費者已習慣以電子錢包取代現金。臉書正籌備發行新加密幣Libra,標榜為與一籃子官方貨幣掛鈎的「穩定幣」(stablecoin)。在非洲,肯尼亞電訊公司Safaricom亦已推出手機支付程式M-Pesa。

湾区争雄重育才 融汇中西港占优
去年夏天笔者刚从洛杉矶移居到香港这座阔别多年的城市,就接到所属经管学院通知,因学生报名人数突然几近翻倍,需多教一门应用计量经济学的硕士课程。2019冠状病毒病疫情下,香港特区的大学还能增产扩容,实属难得。
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Watch, Read, Listen
The Challenges and Potential of Bank-Issued Stablecoins
Since the Hong Kong Monetary Authority, with the local banking system as its…
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The Challenges and Opportunities in the Post-COVID-19 Era
網上流傳這樣一條選擇題:「疫情過後,誰在主導你公司業務的數碼轉型?」答案並非行政總裁或技術總監,而是2019冠狀病毒。這個答案雖聽上去頗具玩笑意味,但卻甚具現實意義。
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The BRICS is finely poised
上星期金磚五國(BRICS)在南非開普敦召開了外長會議,期間各國代表均發出了較為強烈的訊息,重申世界是多極化的,不能由少數國家操縱,全球秩序應該進一步向發展中國家平衡,而金磚國家在這方面的努力是不可或缺的。近年來,金磚五國逐漸被視為代表發展中國家與G7工業國抗衡的對口,爭取全球經濟事務的話語權。去年中國主辦金磚首長級峰會時,建議接納新成員並探討有關程序。在上星期的會議中,便有其他國家的代表,分別在線上線下參與一些討論環節。金磚國家的數目增加,自然提高了發展中國家的代表性。
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The Branding of “Bidenomics”
美國6月份消費物價指數(CPI)按年升3%,遠低於預期,而除了和住房有關的價格外,其他物價指數都有明顯放緩跡象。租金因有租約限制而變動較慢,但估計增幅亦會逐漸向下。換句話說,困擾了美國經濟約兩年的通脹似乎已經受控。聯儲局大幅加息遏抑通脹,很多人預期會導致經濟下滑甚至衰退。然而,上周公布的美國第二季GDP仍有2.4%的年增長率,稍高於預期。再看看勞動力市場,6月份失業率為3.6%,過去一年多來都低於4%。這些宏觀數據均說明目前美國經濟表現良好,甚至被認為是數十年來最突出的年份之一。
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The Boom in AI Trade Underscores Hong Kong’s Role as a Global Hub
With the artificial intelligence (AI) wave still in full swing, demand for compute…
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The Asian financial crisis and the HK dollar
23年前的今天凌晨,彭定康登上「不列顛尼亞號」離開香港,標誌着百多年香港殖民統治的結束。這些年來,香港在歷史上沒有先例的「一國兩制」中摸索,期間經歷了各種不同考驗,還好仍然蹣跚前行。
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The Art of Pricing in the Digital Age
In 2023, the Belgian newspaper Dernière Heure revealed that the ride-hailing platform Uber…
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The Arrival of the Trump 2.0 Era
Donald Trump is set to return as President of the United States, ushering…
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The Survival Guide for All in the Post AI-Era – From Individual Planning to Corporate Strategy
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Review Manipulation and Filtering on Digital Platforms
Higher Baselines, Unbounded Ceilings: Four Forces Driving AI’s Great Divergence
Multinational production and global shock propagation during the Great Recession
AI adoption and human value within organizations
How the Age of AI Scams Is Reshaping Digital Trust
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