In November, the annual rate of M2 money supply in Japan was 1.2%, and the previous value was 1.20%. M3 annual rate is 0.7%.Macquarie: Raise the forecast of USD/JPY to 140 JPY by the end of 2025 from 125 JPY.More than 1,000 A-share companies have issued shareholder return plans, and both the mid-term dividend and the third quarterly dividend reached record highs this year. Since the beginning of this year, more than 1,000 A-share listed companies have issued shareholder return plans, focusing on the company's long-term and sustainable development, and making institutional arrangements for profit distribution in the next three or five years based on the actual business development and shareholders' wishes. Among them, many leading enterprises with large market capitalization have made high dividend commitments. Judging from the dividend situation in 2024, under the guidance of policies, the dividend rhythm of listed companies has been continuously optimized. During the year, the number and amount of A-share listed companies that have announced interim dividends and third quarterly dividends have set a new record, and the awareness of listed companies to repay investors has been continuously enhanced. (Economic Information Daily)
According to documents released by the court, the suspect involved in the killing of the CEO of UNH insurance business was accused of illegal possession of a gun.Macquarie: Raise the forecast of USD/JPY to 140 JPY by the end of 2025 from 125 JPY.South Korea's Ministry of Finance: Considering the economic fundamentals, South Korea's exchange rate fluctuates too much.
The Singapore Straits Times Index was basically flat at 3,795.86.Huatai Securities: The statement of the Politburo meeting on macro-policies generally exceeded market expectations. Huatai Securities said in reading the research report of the Politburo meeting in December that, on the whole, the statement of the Politburo meeting on macro-policies generally exceeded market expectations, and the stocks and debts all gave positive responses. The subsequent central bank RRR cut is expected to land soon, which is expected to form a certain emotional resonance. The next focus is on the more specific economic deployment of the Central Economic Work Conference for next year. Compared with the expected guidance, the market pays more attention to the actual scale, especially whether there are clearer signals in finance, inflation and exchange rate, and whether the broad credit can actually come. As far as debt is concerned, the short-term market inertia is still there, and the downward trend of interest rates has not wavered. However, the market quickly responded to the mid-term "good" and overdrawn the market next year. It is suggested to enhance operational flexibility, maintain long-term interest rate positions, stop chasing up, cash in when it is favorable to prevent profit impulse, and continue to seize opportunities such as credit bonds for 3-5 years.South Korea's Ministry of Finance: The recent market volatility is a bit excessive, and measures to stabilize the market will be taken to deal with it.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13