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South African President Ramaphosa: Thank you to US President Trump for starting trade negotiations. Hope to promote trade development. In view of Trump's trade announcement, it is necessary to readjust the situation.

2025-05-22

South African President Ramaphosa: Thank you to US President Trump for starting trade negotiations. Hope to promote trade development. In view of Trump's trade announcement, it is necessary to readjust the situation.

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2025-05-21

Overseas 1. Goldman Sachs: Hedge funds cut their positions in the seven tech giants in the US in the first quarter and increased their holdings of Chinese ADRs. 2. UBS: Current bond yields are at a relatively high level. 3. Morgan Stanley: It is reco

Overseas 1. Goldman Sachs: Hedge funds cut their positions in the seven tech giants in the US in the first quarter and increased their holdings of Chinese ADRs. 2. UBS: Current bond yields are at a relatively high level. 3. Morgan Stanley: It is recommended to buy US assets, except for the US dollar. 4. Morgan Stanley: The Singapore stock market may provide good defensive exposure. 5. Mitsubishi UFJ: The policy stance of the Bank of Japan may continue to support the yen. 6. TD Securities: The fiscal situation in the United States has attracted much attention. 7. KCM Trade: The news of trade cooling will be an obstacle for gold prices to return to $3,500. Domestic 1. Orient Securities: It is expected that the central bank will continue to implement interest rate cuts in the second half of the year. 2. CITIC Securities: The interest rate cuts are transmitted to deposits and loans, and the signal of stabilizing the interest rate spread is clear. 3. CITIC Construction Investment: Agent development may promote the upward development of the AI industry chain. 4. Galaxy Securities: It is recommended to seize the bottom layout opportunity of the airport sector. 5. Galaxy Securities: Cross-border logistics is expected to benefit from the upward trend of cross-border e-commerce this year. 6. Huatai Securities: The real estate market is still on the way to bottoming out and stabilizing. We recommend real estate companies with abundant resources and stable operations. 7. Minsheng Bank: The reduction of LPR interest rates is a key move to alleviate the high actual mortgage interest rates at this stage and continue to promote the real estate market to stop falling and stabilize.
2025-05-22

Reuters poll: More than 60% of Japanese companies expect new tariffs to have a negative impact on their profits. Despite the impact of tariffs, more than 80% of Japanese companies still plan to increase wages.

Reuters poll: More than 60% of Japanese companies expect new tariffs to have a negative impact on their profits. Despite the impact of tariffs, more than 80% of Japanese companies still plan to increase wages.
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