Huang Wentao, China CITIC Construction Investment Co., Ltd.: Policy strength and tools are expected to achieve new breakthroughs. the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9 to analyze and study the economic work in 2025. Huang Wentao, chief economist of CITIC Jiantou, said in the latest interpretation that the meeting first mentioned "strengthening unconventional countercyclical adjustment", and the policy framework is expected to get rid of the mindset and achieve new breakthroughs in strength and tools. Huang Wentao mentioned that the "unconventional" policy will be mainly reflected in the breakthrough of the original conventional policy model, including: First, the breakthrough of monetary policy from "steady" to "moderately loose", and the transformation from the traditional model to the modern central bank system in the transmission system. Second, it is expected that the fiscal deficit constraint of 3% will be greatly exceeded, and the mode of financial development may also be optimized in the past, with more inclination to the residential sector. Third, in stabilizing the capital market, more powerful and effective measures are introduced to prevent excessive market volatility. "The stocks and debts are expected to continue." Huang Wentao pointed out that the unconventional countercyclical adjustment policy not only provides sufficient impetus for the recovery of economic vitality, but also provides strong support for improving expectations and reviving confidence, and provides sufficient source of living water for the capital market. The stock market is expected to continue to strengthen and the risk-free rate of return is expected to continue to decline.China's annual export rate in November was 5.8%, the previous value was 11.20%. China's annual import rate in November was -4.7%, while the previous value was -3.70%.Korean media: Some US troops stationed in South Korea imposed curfews and travel restrictions. On the 9th, South Korean media quoted sources as saying that after the emergency martial law storm in South Korea, some US troops stationed in South Korea began to implement travel restrictions and curfews. According to the Korea Herald, a US soldier stationed in Humphries Barracks, Pyeongtaek City, Gyeonggi Province revealed that after South Korean President Yin Xiyue issued an emergency martial law on the evening of the 3rd, the US military stationed in South Korea issued a travel restriction to restrict US military personnel from going to the capital Seoul and its surrounding major cities. Only the US military stationed in South Korea, whose home is in Seoul, was allowed to go to Seoul. Another U.S. military personnel who did not want to be named said that the U.S. military stationed in South Korea has implemented a curfew, requiring all soldiers who go out to return before 23: 00 every day. In addition, the US military stationed in South Korea also warned soldiers not to go to crowded areas near Wushan Air Force Base and Humphries Barracks. According to the South Korean media, the commander of the US military stationed in South Korea, Paul Lachamera, issued a statement on the 5th, asking relevant personnel to "be vigilant" about the location, mode, time and companions of their own travel around South Korea. According to sources, the US military stationed in South Korea will decide to lift or upgrade the above restrictions on the 11th according to the political situation in South Korea. (Xinhua News Agency)
Singapore real estate tycoon plans to set up a family office in Abu Dhabi, and the family of Singapore real estate tycoon Raj Kumar plans to set up a family office in Abu Dhabi. Kishin RK, the son of Rajkumar, said that Abu Dhabi was chosen because of its strategic location and internationally recognized legal framework. "Setting up a family office in Abu Dhabi also allows us to expand our investment in the UAE and the Middle East." The net worth of Rajkuma family is estimated to be about $3.15 billion. Gissing did not disclose the scale of management funds of the family office, but said that they are recruiting and will focus on real estate investment in the retail, commercial and hotel sectors.Two China scholars were selected as the top ten figures in Nature, and on December 10th, Nature published the top ten figures in 2024. Two scholars from China were selected, namely Professor Xu Huji, a rheumatologist from the PLA Naval Medical University, and Li Chunlai, a researcher at the National Astronomical Observatory of the Chinese Academy of Sciences and deputy chief designer of the Chang 'e-6 mission project. (CBN)Yi Yatong once again won the bid for the service project of the supplier of the material supply platform of China Post Group Co., Ltd., and recently, Yi Yatong won the bid for the service project of the supplier of the material supply platform of China Post Group Co., Ltd. again. The winning categories in this project include 60 categories and 628 subcategories of commodities and related services such as grain and oil seasoning, kitchen and bathroom appliances, cleaning products, office equipment, home textile products and daily necessities; The service scope is China Post Group Co., Ltd. and its subordinate institutions at all levels, including the headquarters of the group company, branches in all provinces (including autonomous regions and municipalities directly under the Central Government), delivery departments, holding subsidiaries, directly affiliated units and their internal or subordinate branches at all levels.
When the individual pension system is fully liberalized, it is expected that Y share will be added. It is learned from multiple channels that the individual pension system will be implemented nationwide after the third anniversary of the pilot project in 36 cities, and the relevant deployment is already in full swing, and the pension products are also expected to expand. According to the industry, in terms of Public Offering of Fund products, broad-based index funds and ETF-linked funds such as Shanghai and Shenzhen 300 Index, CSI 500 Index, CSI A500 Index and GEM Index are expected to be included, and Y shares will be added to meet the allocation needs of investors. (Cailian)Zelensky said it was "meaningless" to discuss Ukraine's NATO membership with Trump, and Musk responded with an expression. According to "Russia Today" (RT), American entrepreneur elon musk responded with an expression to a post on social media platform X on the 9th that Ukrainian President Zelensky said it was "meaningless" to discuss Ukraine's NATO membership with US President-elect Trump. RT said that the post that triggered Musk's reply wrote, "Zelensky: I will ask Biden (the current president of the United States) to invite me (Ukraine) to join NATO ... It is meaningless to talk to Trump (the president-elect of the United States)." The post was accompanied by a video of Zelensky's remarks. RT mentioned that Musk forwarded this post on social media platform X on the 9th, and responded with an expression of "provoking eyebrows". RT said that this expression represents "doubt, doubt, disapproval, surprise and confusion". Zelensky was quoted as saying that Trump has not yet entered the White House, so what he said now is not enough. (World Wide Web)The upper limit of each order is 2000 yuan! IKEA launched a government consumption subsidy activity. From December 7 to December 31, IKEA launched a consumption subsidy activity. Consumers can buy designated furniture, home improvement, home textiles and aging-resistant products at IKEA Home App and IKEA (China) Customer Service Center, and they can enjoy 15% government subsidy when the paid amount is over 1999 yuan, with a maximum subsidy of 2,000 yuan per order. (released in Beijing)
Strategy guide
Strategy guide 12-13
Strategy guide
12-13