Citigroup: India, Brazil, Mexico and Japan show good prospects in 2025.Market news: Egypt calls for a comprehensive political process in Syria.In the United States, the annual retail sales rate of red books in the week to December 7 was 4.2%, and the previous value was 7.4%.
CEO of Petrobras: The previous strategic plan did not perform well by about 30%.Lu Zhe, chief economist of soochow securities: It is predicted that the drag of real estate on the economy will be greatly weakened in 2025. At the 2025 Dongwu Strategy Meeting held on the 10th, Lu Zhe, chief economist of soochow securities, said that the leverage ratio of Chinese government departments, especially the central government, is not high, which has sufficient policy space and full confidence in China's economy next year. The driving force of economic growth will come from three aspects. First, the growth rate of consumption will pick up. The "trade-in" policy has boosted consumption this year and is expected to play a greater role next year; Second, real estate has stopped falling and stabilized. Since the introduction of the "package policy" in October, various real estate indicators have shown signs of stopping falling. It is expected that it will continue to stabilize next year, and the drag of real estate on the economy will be greatly reduced; Third, the policy of "10 trillion yuan in five years" will stimulate the vitality of local governments, open up the blocking point of fiscal policy transmission, and support China's economy to be stable and far-reaching.Per capita 10 seconds More than 40% of the passengers at Shenzhen Bay Port "brush their faces to clear customs", and this month (December 1), Shenzhen residents' "one sign and multiple lines" in Hong Kong was officially launched. In other words, Shenzhen registered residents and residence permit holders can apply for a "one-sign, multi-line" endorsement for traveling to Hong Kong, and they can travel to and from Hong Kong unlimited times within one year, and stay in Hong Kong for no more than 7 days at a time. Recently, Shenzhen Bay Port has also opened a "brush face clearance" measure. According to the statistics of Shenzhen Border Inspection Station, as of December 9, the number of people who used the "no-show-documents" channel for customs clearance exceeded 630,000, and the number of people who "brushed their faces for customs clearance" accounted for about 43% of the number of people who passed through the express channel in a single day.
Fitch: It is expected that the financial situation of the United States will improve moderately in 2025, due to the cyclical rebound of personal and corporate taxes, higher capital gains and tariffs. In view of the spread, the Canadian dollar will continue to weaken, which may offset some of the impact of the US tariff increase.Xinjiang's revitalization plate rose in a short period of time, Xinjiang Jiaojian had a daily limit, Qingsong Jianhua, Bona Film and Friendship Group had previously closed the board, the western animal husbandry rose by more than 10%, and the western construction, Beixin Road and Bridge, Tianshun shares, Beiken Energy and Guotong shares followed suit.Morgan Stanley: Citic Securities was rated as "in step with the market" with a target price of HK$ 21.2.
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13