《路透社》12月19日报道，肯财政部预计2026/27财年（2026年7月至2027年6 月）的预算赤字将扩大至GDP的5.3%。财政部表示，这一增长基于对政府收入 与支出预测的最新评估，相较于2025/26财年的约4.7%，财政赤字有所上升。 为填补赤字，政府计划通过约995亿肯先令的净外部融资和约1010亿肯先令的 国内融资解决。经济学家认为，赤字增长可能对肯国债利率及国内投资环境产 生一定压力，但如果配合财政改革措施，可维持经济稳定。 （原标题：肯财政部预计新财年预算赤字将扩大至GDP的5.3%） ...

阿根廷《金融界报》12月23日报道，阿国家统计局（INDEC）公布数据显示， 第三季度，阿外债总额增长96.98亿美元达3169.35亿美元，连续第三个月增 长。外债占GDP比重达46.7%，为2024年初以来的最高水平。其中，对国际机 构债务增长33.67亿美元至965.21亿美元，六成为对国际货币基金组织欠款，超 三成为对美洲开发银行和世界银行欠款。按债务类型看，外币计价债务比例高 达98.4%，长期债务比例超70%。INDEC报告指出，三季度外债水平上升主要 原因在于政府机构、银行、非金融企业、家庭和非营利机构（NPISHs）债务 量增加。 （原标题：三季度阿根廷外债水平创新高） 三季度阿根廷外债水平创新高 ...

Core Insights - The report by Dhaman highlights that from 2003 to 2024, the Arab region's food and beverage sector attracted 516 foreign direct investment (FDI) projects, with capital expenditure of approximately $22 billion, creating 93,000 jobs [1] - Egypt, Saudi Arabia, UAE, Morocco, and Qatar accounted for 82% of the projects and nearly 80% of the investment amount [1] - The UAE stands out in intra-Arab investments, representing 45% of the number of projects and 58% of capital expenditure [1] - The report forecasts an 8.6% growth in sales of food and non-alcoholic beverages in the Arab region, expected to exceed $430 billion in 2025 and potentially surpass $560 billion by 2029 [1]

Core Insights - The UAE is deepening its economic and trade relations with Latin America through a series of Comprehensive Economic Partnership Agreements (CEPAs) [1] Group 1: UAE-Chile CEPA - The UAE-Chile CEPA officially came into effect on November 2025, aimed at promoting non-oil trade and encouraging bilateral investments in strategic sectors such as infrastructure, energy, logistics, food security, and technology [1] Group 2: UAE-Costa Rica CEPA - The UAE-Costa Rica CEPA will take effect on April 1, 2025, focusing on reducing or eliminating tariffs and facilitating trade in goods and services, thereby creating broader investment opportunities for small and medium-sized enterprises [1] Group 3: Ongoing Negotiations - The UAE is continuing its economic negotiations with Peru, indicating ongoing efforts to expand its trade network in Latin America [1] Group 4: Investment Confidence - The agreements are expected to enhance the interest of UAE companies and sovereign wealth funds in local investments, further boosting investment confidence based on existing bilateral tax agreements and customs cooperation [1]

Core Viewpoint - The European Union has introduced its first affordable housing plan to address significant housing challenges, emphasizing the need for additional housing construction and investment [1] Group 1: Housing Challenges - The EU faces a substantial housing challenge, requiring an estimated additional 650,000 housing units annually due to rising construction costs and supply chain disruptions [1] - The plan highlights the importance of addressing supply shortages in the housing market [1] Group 2: Key Focus Areas of the Plan - The plan outlines four main areas of focus: increasing supply, mobilizing investment, providing immediate support through reforms, and assisting the most affected populations [1] - There is a particular emphasis on short-term rentals within the housing policy framework [1] Group 3: Governance and Implementation - Housing policy remains under the jurisdiction of individual member states, with the EU's affordable housing plan serving as a set of guiding recommendations rather than mandatory regulations [1] - Specific housing issues will continue to be determined by the member states themselves [1]

Core Insights - Argentina's economic activity contracted by 0.4% month-on-month in October, while showing a year-on-year growth of 3.2% [1] - The fishing, financial intermediation, and energy mining sectors experienced significant year-on-year growth rates of 91.4%, 22.8%, and 8.1% respectively [1] - Conversely, manufacturing, public sector, and hotel and restaurant industries faced varying degrees of decline, indicating an imbalance in sectoral development [1] Economic Context - The decline in economic activity is attributed to market volatility before and after the elections, which negatively impacted the real economy [1] - Excluding contributions from agriculture, mining, and finance, the actual year-on-year growth in economic activity for October was only 0.8%, highlighting the uneven recovery across different sectors [1] - High inflation and recent policy adjustments pose a risk of "stagnation" for economic recovery, as the government's new exchange rate and monetary policies, aimed at stabilizing the market and appeasing the International Monetary Fund, may exacerbate the downturn in the real economy [1]

Core Insights - The PNG LNG project has fully repaid its bank loans six months ahead of schedule, marking a significant milestone in Papua New Guinea's economic history and reaffirming its credibility as a destination for large-scale global investments [1][2] Group 1: Project Overview - The PNG LNG project is an independent, world-class asset with a construction cost of approximately $14 billion, plus around $2 billion in interest, totaling about $16 billion in bank debt, which has now been fully repaid [1] - The project has involved five provinces and over 60,000 landowners, achieving first gas production on time and maintaining stable operations for over a decade [1] Group 2: Historical Context - The financing for the PNG LNG project was secured during the challenging global financial crisis of 2008, with a consortium of 19 international banks from Europe, Asia, North America, and Australia collectively providing $14 billion in loans [2] - At the time of financing, Papua New Guinea's economy was relatively small, estimated between 16 billion to 30 billion kina, making the financing scale unprecedented [2] Group 3: Economic Impact - The PNG LNG project has generated over 33 billion kina in economic benefits for the government, landowners, and the broader economy, including revenues, royalties, equity returns, employment, business opportunities, and foreign exchange inflows [2]

智利《信使报》12月23日报道，智利建筑业协会（CChC）发布最新报告，预测行业投 资在经历两年负增长后，2025年将增长2.2%，2026年4.8%。2025年复苏力度低于预 期，主要受部分项目延期、年底公共预算削减以及部分地方违约影响。报告显示， 2025年基础设施投资预计增长3.3%，其中生产性基础设施增长5.5%，公共基础设施仅 微增0.6%。住房投资总体持平，公共住房投资增长5.7%，但私人住房投资下降2.3%， 不过全国住房销量受益于利率补贴政策，大幅增长19%。对于2026年，协会预期生产性 基础设施投资将强劲增长13.6%，公共住房投资增长11%，私人住房投资收缩幅度收窄 至0.1%，住房销量预计再增30%。然而，受财政紧缩影响，公共基础设施投资预计将下 降5.1%。整体复苏仍显脆弱，主要风险包括政府可能出现的付款延迟、违约以及预算 执行不力。CChC呼吁政府短期内采取多项措施，包括加快项目审批、简化过度监管、 优化补贴政策、延长建筑许可期限，并为住房改善计划注入更多资源。 （原标题：2026年智利建筑业或迎复苏） ...

Core Viewpoint - The economic plan of Chile's newly elected president, Gabriel Boric, focuses on regulatory facilitation, tax reform, and fiscal adjustment to create and protect jobs while emphasizing the importance of private sector integrity [1] Group 1: Regulatory Facilitation - The government aims to address bottlenecks in land use and environmental assessment systems to promote regulatory ease [1] Group 2: Tax Reform - The plan includes a reduction in the corporate income tax rate for medium and large enterprises from 27% to 23%, and a further reduction to 20% for companies hiring workers at risk of informal employment [1] Group 3: Fiscal Adjustment - The government intends to implement fiscal adjustments to streamline national finances, with a fundamental goal of job creation and protection [1] Group 4: Private Sector Integrity - The economic advisor urges the business community to uphold corporate culture and the role of the private sector, warning against actions that could lead to scandals or collusion that would harm the new government [1]

Core Viewpoint - The International Monetary Fund (IMF) has proposed a three-month extension of Ghana's Extended Credit Facility (ECF) program to allow for the implementation of reforms necessary for the sixth and final review of the program [1][2] Group 1: ECF Program Extension - The proposed extension would move the end date of the ECF program from May 2026 to August 2026 [1] - The extension aims to facilitate consensus on policies needed to complete the sixth review and to provide adequate time for the preparation and distribution of board documents [1] Group 2: Program Modifications - The IMF has suggested modifications to Ghana's program, including changes to indicative targets (IT) and monetary policy consultation clauses (MPCC) [1] - Adjustments to the basic balance and non-oil revenue investment targets are expected by the end of March 2026 to align with macroeconomic developments [1] Group 3: Economic Performance and Risks - Ghana's ECF arrangement, approved in May 2023, allows access to funds equivalent to 303.8% of its quota, approximately $3 billion [2] - Despite satisfactory execution of the program, the IMF expressed concerns about Ghana's economic outlook, citing risks from external factors such as commodity price volatility and potential policy missteps [2] - Delays in comprehensive debt restructuring pose additional risks, alongside vulnerabilities related to regional conflicts and energy sector recovery plans [2]