Bank of Indonesia: It intervened "quite boldly" when the Indonesian rupiah fell. As the Indonesian rupiah hit a four-month low and approached the key level of 16,000 rupiah to the dollar, the Indonesian central bank intervened more actively in the market on Friday. Edi Susianto, executive director of the Monetary and Asset Securities Management Department of the Bank of Indonesia, said by SMS that in order to maintain market confidence, the central bank entered the spot, domestic non-deliverable forwards (NDF) and national debt markets. The Indonesian rupiah fell 0.4% to 15,994 to the dollar in early trading on Friday, the weakest intraday level since August 8, and the worst weekly performance since mid-November.The cryptocurrency market fluctuated violently again, exceeding 110,000 people. In the past 24 hours, the cryptocurrency headed by Bitcoin jumped up and down. After Trump said "something great will be done in the cryptocurrency field", the price of Bitcoin once rose to about $102,500, and then profit-making funds poured out. Bitcoin plunged over $3,000, and the lowest dropped to around $99,200. Other smaller cryptocurrency varieties followed suit. Coinglass data shows that within 24 hours, the number of people in the cryptocurrency market has exceeded 110,000. At present, there are great differences in the market on cryptocurrency. Some optimists predict that Bitcoin may reach $150,000 in mid-2025. At the NEXT meeting in Reuters this week, American bankers expressed their caution about cryptocurrencies. BlackRock, a world-renowned asset management company, suggested in a report on Thursday that interested investors could consider allocating 2% of their portfolio to Bitcoin. However, the report also warned: "Investors should also be alert to the risks of Bitcoin, which may not be widely adopted in the end, and it is still very unstable and vulnerable to sharp selling." In addition, Turkish regulators said they would block access to dozens of cryptocurrency exchanges. (Broker China)Wang Tao of UBS: It is estimated that deficit ratio will approach 4% of its financial resources or increase its investment in social security medical care next year. Wang Tao, head of Asian economic research and chief China economist of UBS, said that China's fiscal deficit ratio is expected to approach 4% next year, and the scale of ultra-long-term special government bonds excluding capital injection into state-owned banks may be 2 trillion yuan, and the amount of new local government special bonds may be 4.5 trillion to 5 trillion yuan. In fact, the fiscal expansion next year is relatively mild compared with the fiscal stimulus in 2008-2009. Wang Tao believes that next year, the government will increase investment in social security and medical care, and establish a more perfect social security system while boosting residents' confidence in the short term.
Huatai Securities: The countercyclical adjustment is stronger than expected, and the expansion of domestic demand may fall on the policy of boosting consumption. Huatai Securities believes that the macro-policy orientation conveyed by the Central Economic Work Conference is more positive, in fiscal policy (expanding deficit, increasing special national debt, expanding the use scope of special debt, etc.), monetary policy (moderately easing, timely lowering the RRR and cutting interest rates), real estate and capital market (stabilizing the property market and stock market), and expanding domestic demand policy (implementing special actions to boost consumption) In terms of currency securities, Huatai Securities believes that there is still room for interest rate cuts. On the one hand, the current real interest rate level is still high in horizontal comparison; On the other hand, credit expansion, especially the balance sheet expansion of developers and local governments, is relatively weak, and the cost of capital has room for further decline. It is expected that the central bank will cut interest rates by 30-50 basis points next year, but the pace may be affected by external changes and exchange rates.Guangzhou Metro won the Asian Games Avenue plot in Panyu District, Guangzhou with a reserve price of 1,183.96 million yuan. According to the website of Guangzhou Public Resource Trading Center, on December 13th, Guangzhou Metro Group Co., Ltd. won the Asian Games Avenue plot BD0210116 in Panyu District, Guangzhou, Guangdong Province with a reserve price of 1,183.96 million yuan. According to the transfer documents, the plot is planned to be a second-class residential land, a primary and secondary school land and a commercial land compatible with roads and transportation facilities; The parcel area is 99,936.54 square meters, of which the leased parcel area is 85,151.63 square meters, and the calculated floor area ratio is 118,396 square meters.Ping An Securities: It is estimated that the overall net profit growth rate of listed banks will be 1% in 2025. Ping An Securities released the annual strategy report of the banking industry in 2025, saying that looking forward to 2025, the insufficient effective demand and the continuous pressure on asset-side pricing level are still important factors restricting the upward flexibility of bank profits. On the one hand, the inhibitory effect of insufficient effective demand on scale growth still exists, and it is estimated that the scale of new credit will be 17.9 trillion to 19.2 trillion yuan in 2025, corresponding to the year-end growth rate of 7.0%-7. On the other hand, the level of interest margin is also subject to the downward trend of asset-side pricing level, and factors such as LPR reduction, stock mortgage adjustment and implicit bond swap will continue to impact asset-side pricing. However, considering the acceleration of the reduction of deposit listing interest rate, the improvement of deposit repricing progress, and the supervision of manual interest payment and interbank liabilities, it is expected that the decline of interest margin will be slightly narrowed in 2025. In terms of asset quality, it is expected to remain stable, the policy will continue to exert its efforts to bottom out risks, the core indicators are expected to remain stable, and the provision is expected to continue to feed back the profit level. On the whole, it is estimated that the overall net profit growth rate of listed banks will be 1.0% in 2025. The idea of stock selection is "high dividend+pro-cyclical", and policy combination boxing promotes the repair of plate valuation.
The South Korean prosecutor summoned Guo Zhonggen, the commander of the special operations before the investigation. On the 13th local time, the South Korean prosecutor summoned Guo Zhonggen, the commander of the special operations before the investigation.Shaanxi Construction Co., Ltd. and other companies invested in the establishment of building materials development company. The enterprise search APP shows that recently, Shaanxi Weihe Ecological Shaanxi Construction Building Materials Development Co., Ltd. was established, with Wang Fan as the legal representative and a registered capital of 20 million yuan. Its business scope includes: sales of building materials; Building block manufacturing; Water resources management. Enterprise investigation shows that the company is jointly owned by Shaanxi Construction Engineering Thirteenth Construction Group Co., Ltd., a subsidiary of Shaanxi Construction Co., Ltd., and Shaanxi Weihe Ecological Group Co., Ltd.Research shows that the French "online celebrity" economy will earn nearly 6.5 billion euros in 2024. A research report released in Paris recently shows that the French "online celebrity" economy will earn nearly 6.5 billion euros in 2024, accounting for 0.16% of the country's gross domestic product (GDP).
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide
12-14
Strategy guide
12-14