The researcher of Everbright Bank commented on China's import and export data in November: the export growth rate is stronger than seasonality, and foreign trade exports are expected to grow steadily in the next few months. Zhou Maohua, a macro researcher in the financial market department of Everbright Bank, told Wall Street that the export growth rate in November was stronger than seasonality, the import decline exceeded expectations (weaker than seasonality), the trade surplus expanded, and foreign trade contributed more to the economy in the fourth quarter. Due to the resilience of overseas demand, overseas foreign trade importers rushed to avoid tariffs and hoarded goods in advance, and the effects of policies such as stabilizing foreign trade appeared, driving export growth to exceed expectations; The decline in imports in November exceeded expectations, mainly due to the weak recovery of domestic demand, the cautious decision of enterprises to expand and increase import inventory, and the low prices of international energy and other commodities that depressed the overall import cost.The case of 2024 New Quality Productivity Empowering High Quality Development was released. On December 10th, 2024 China Brand Forum New Quality Productivity Empowering High Quality Development Forum was held in Zhengzhou. At the meeting, the case of high-quality development of new quality productivity in 2024 was released, and 20 enterprises including China Railway Equipment, BYD, Yutong Group, Chihiro Location and Ubisoft Technology were selected. (Dahe Finance Cube)China's 10-year government bond yield fell by 5 basis points to 1.855%, a record low.
Japan Meteorological Agency: There is a 70% chance that La Niñ a will not occur before the arrival of spring. The Japan Meteorological Agency said that there are no signs of El Niñ o and La Niñ a at present, but the characteristics of La Niñ a are emerging. There is a 70% chance that La Nina will not occur before the spring comes.Goldman Sachs: It is expected that the output of OPEC+will still depend on the data, and it is assumed that the output of OPEC+will increase for four consecutive months from next July under the strong demand in summer. It is estimated that India's oil demand will increase by 300,000 barrels per day next year, accounting for nearly 30% of the global oil demand growth.The Syrian opposition said it would hunt down and punish "those who committed crimes against the Syrian people". Syrian opposition leader Giulani announced on the morning of 10th local time that it would hunt down and punish "those who committed crimes against the Syrian people". Giulani said in a statement that he would "resolutely liquidate the criminals, murderers, military and security officials involved in torturing the Syrian people" and "pursue war criminals and pursue them to the countries where they fled until they are justly punished". The statement also said that the first "list of ringleaders who tortured the Syrian people" will be released soon, and those who provide information about senior military and security officials involved in the crime will be rewarded. (CCTV News)
Morgan Stanley published a research report, predicting that Chow Tai Fook's share price will outperform the market index in the same period in the next 30 days with a 70% to 80% chance, pointing out that Politburo meeting of the Chinese Communist Party revealed a strong stimulus policy tone yesterday, indicating that it is necessary to expand domestic demand, and called for supporting measures for housing and stock market stability, hoping for stable asset prices, which will have a positive impact on gold and jewelry consumption. The bank also pointed out that December of each year to February of the following year is usually the traditional peak season for jewelry sales, and Chow Tai Fook's share price has fallen by about 40% this year, which is inferior to the performance of MSCI China Index and Hang Seng Index in the same period. It is expected that the strength and implementation details of the central government's stimulus measures, the pace of inflation and the stability of gold prices in the future will affect whether the company's valuation can be revalued in the market and maintain its "in sync with the market" rating, with a target price of HK$ 8.3.Allianz's investment in the national pension was approved. It was learned from the national pension that the State Financial Supervision and Administration recently officially approved the change of the registered capital of the National Pension Insurance Co., Ltd. and added Allianz Investment Co., Ltd. as a shareholder of the company. (CSI Taurus)Malaysia's palm oil output in November was 1.62 million tons, down 9.80% from October.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13