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Real-time News

2026-07-08

China International Capital Co says China’s transportation sector fell 16.5% in 1H26, underperforming the broader market by 24.0ppt. Subsector divergence was marked: oil shipping outperformed by 30.6ppt, airlines underperformed by 39.2ppt after Q2 oi

China International Capital Co says China’s transportation sector fell 16.5% in 1H26, underperforming the broader market by 24.0ppt. Subsector divergence was marked: oil shipping outperformed by 30.6ppt, airlines underperformed by 39.2ppt after Q2 oil-price strength. Dividend-style road and rail lagged by 24.5ppt, ports by 20.1ppt; express logistics underperformed by 12.5ppt. For 2H26 the research note favors express delivery on signs of reduced internal competition and oil shipping for freight-rate elasticity. It flags airline demand recovery as conditional on lower jet-fuel/oil costs. Non-express logistics require selective stock picking; dividend-oriented segments will be sensitive to overall market style.
2026-07-08

Japan 10-year government bond yield rose 1.5 bps to 2.855%, its highest level since October 1996.

Japan 10-year government bond yield rose 1.5 bps to 2.855%, its highest level since October 1996.
2026-07-08

The yield on Japan's 10-year government bonds rose 1.5 basis points to 2.855%, the highest level since October 1996.

The yield on Japan's 10-year government bonds rose 1.5 basis points to 2.855%, the highest level since October 1996.
2026-07-08

Japan May seasonally adjusted current account balance JPY 306.45 bln; forecast JPY 3,216.7 bln; prior JPY 4,211.1 bln.

Japan May seasonally adjusted current account balance JPY 306.45 bln; forecast JPY 3,216.7 bln; prior JPY 4,211.1 bln.
2026-07-08

Japan's seasonally adjusted current account balance for May was ¥30.645 billion, below the expected ¥3,216.7 billion and the previous month's ¥4,211.1 billion.

Japan's seasonally adjusted current account balance for May was ¥30.645 billion, below the expected ¥3,216.7 billion and the previous month's ¥4,211.1 billion.
2026-07-08

Japan May trade balance: surplus 6.9 bln yen vs consensus -221.9 bln; April surplus 395.7bln.

Japan May trade balance: surplus 6.9 bln yen vs consensus -221.9 bln; April surplus 395.7bln.
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