Core Viewpoint - A majority of Ghanaians express improved living standards compared to last year, indicating positive social expectations from the 2026 national budget [1] Group 1: Public Sentiment on Living Standards - 56% of respondents reported an improvement in their living standards compared to the previous year, while 27% felt it remained the same, and 12% experienced a decline [1] - 70% of voters are optimistic about further improvements in living standards by 2026, with only 18% expressing pessimism [1] Group 2: Satisfaction with the 2026 Budget - Approximately 66% of voters are satisfied with the 2026 budget proposal, while 18% are dissatisfied, and 16% remain neutral [1] Group 3: Governance and Corruption Perception - About 56% of respondents believe that the corruption situation in the country has improved, and 60% approve of the government's anti-corruption efforts [1] - Regarding illegal mining issues, 47% of the population feels that the situation has not worsened during Mahama's administration, with a 43% agreement rate among those in mining areas [1] Group 4: Overall Confidence in Government Actions - The majority of Ghanaians support the government's economic policies, governance actions, and anti-corruption efforts, which are enhancing public confidence in the country's development trajectory [1]

Core Viewpoint - France has officially requested a delay in signing the EU-Mercosur free trade agreement, citing concerns over the impact of cheaper South American agricultural products on European farmers [1] Group 1: France's Position - French Prime Minister Sébastien Lecornu stated that the EU Council is not in a position to vote on authorizing the signing of the agreement under current circumstances [1] - French farmers are strongly protesting the agreement, fearing unfair competition from cheaper agricultural imports from South America [1] Group 2: Agricultural Safeguards - The European Commission has proposed agricultural safeguard measures in response to concerns from France and other member states, but the French government believes these measures are still "incomplete" [1] - France has set three conditions for supporting the agreement: robust and effective safeguard clauses, measures to protect consumers and ensure fair competition, and strict regulation of imported products [1] Group 3: Agricultural Strategy - France emphasizes that the agreement, in its current form, is "unacceptable" and will continue to firmly defend its agricultural strategic interests within the framework of the Common Agricultural Policy [1]

Core Viewpoint - Chile aims to expand India as its third-largest trading partner, following China and the United States, through enhanced economic cooperation and negotiations on the Comprehensive Economic Partnership Agreement (CEPA) [1] Group 1: Economic Cooperation - The recent fourth round of CEPA negotiations between Chile and India highlights both countries' commitment to deepening economic integration [1] - Future collaboration is expected to focus on sustainable development, food security, health, and energy sectors [1] Group 2: Challenges in Market Entry - Chilean fruits face three main challenges in entering the Indian market: 1. India does not automatically adopt international food safety standards, and its maximum residue limits are significantly low [1] 2. India does not accept Chilean phytosanitary technologies [1] 3. There is insufficient cold chain logistics for air and sea transport, necessitating the establishment of an efficient cold chain system within India [1]

Group 1 - The Bank of Ghana is set to implement comprehensive reforms in its gold purchasing operations starting January 2026, aimed at improving efficiency, simplifying processes, and enhancing pricing and operational efficiency in the Domestic Gold Purchase Program (DGPP) [1] - The DGPP has become a strategic mechanism for Ghana to build international reserves and maintain currency stability, allowing the country to acquire significant foreign exchange without incurring additional debt [2] - The International Monetary Fund (IMF) has highlighted financial risks associated with the DGPP, estimating that losses from artisanal and small-scale gold trading could reach $214 million by September 2025, representing about 0.2% of Ghana's GDP [2] Group 2 - GoldBod, the main gold aggregation body, was established in March 2025 with a revolving fund of $279 million from the government to support the procurement of 3 tons of gold weekly, exceeding its export target of 100 tons for 2025 and generating over $10 billion in foreign exchange [3] - GoldBod reported over $8 billion in foreign exchange revenue from January to October 2025, nearly double the total of $4.61 billion for the entire year of 2024 [3] - The Bank of Ghana has stated that the reported losses are speculative and that audited financial statements will be released next year, following concerns raised by the IMF regarding the sustainability of the DGPP [3]

Core Viewpoint - The Central Bank of Chile has revised its GDP growth forecasts for 2025 and 2026, indicating a positive outlook for the economy driven by increased market demand and investment in fixed assets, particularly in the mining and energy sectors [1] Economic Growth Projections - The GDP growth for 2025 is set at 2.4%, while the forecast for 2026 has been raised from a range of 1.75%-2.75% to 2%-3% [1] - For 2027, the GDP growth is expected to remain in the range of 1.5%-2.5% [1] Investment and Consumption - Fixed asset investment is projected to grow by 7% in 2025, 4.9% in 2026, and 3.1% in 2027, with significant contributions from large mining and energy projects [1] - Private consumption is expected to recover, with growth rates of 2.5% for 2025-2026 and 2% for 2027 [1] Labor Market and Inflation - The labor market shows slight improvement, although the unemployment rate remains above historical averages [1] - Inflation is forecasted to decrease to 3.5% in 2025 and 3.2% in 2026 [1] Monetary Policy - The neutral monetary policy interest rate is set between 3.75% and 4.75%, with a reference midpoint of 4.25% for analysis [1]

埃菲社12月19日报道，欧盟原计划本周与南方共同市场（南共市）签署贸易协 定，但因法国反对和意大利的农业疑虑导致欧盟内部支持票数不足而被迫推迟。目 前，欧盟提议将签署日期改至2026年1月12日在巴拉圭举行，但需获得南共市四国（阿 根廷、巴西、巴拉圭、乌拉圭）的最终确认。欧盟方面正与法、意协商保障措施和农 业补偿，以期在下次表决前争取两国支持。 （原标题：欧盟推迟与南方共同市场贸易协定签署日期） ...

Core Insights - Investment in artificial intelligence (AI) is expected to reach new heights in the coming years, with significant capital expenditures from major data center service providers like Amazon, Microsoft, and Google [1] Group 1: AI Investment Projections - According to Goldman Sachs, AI capital expenditures from large-scale data center service providers are projected to reach between $300 billion and $380 billion by 2025, potentially exceeding $500 billion by 2026 [1] - The anticipated growth in AI-related investments is expected to drive further expansion of large-scale technology infrastructure and data centers [1] Group 2: Beneficiaries of AI Investments - Key beneficiaries of this investment surge include semiconductor companies, data center operators, technology hardware suppliers, and energy companies, whose stock performance has outpaced their expected earnings growth [1] Group 3: Economic Impact of AI - A report from the International Data Corporation (IDC) estimates that by 2030, enterprise use of AI will contribute a cumulative economic impact of $19.9 trillion to the global economy, accounting for approximately 3.5% of the global GDP in that year [1]

智利《信使报》12月16日报道，拉加经委会今日发布年度报告，将智利2025年的经济 增长预测从2.6%小幅下调至2.5%，同时维持2026年增长2.2%的预期。这一调整是在区 域经济整体动力不足的背景下作出的。报告指出，拉丁美洲和加勒比地区正陷入"低增 长陷阱"，预计2025年和2026年区域整体增长率将分别为2.4%和2.3%，该地区将连续四 年保持约2.3%的低速增长。主要增长引擎——私人消费和外部需求预计将在2026年失 去动力，就业创造速度也将放缓。在主要国家中，委内瑞拉、巴拉圭和阿根廷的增长 率领先，而墨西哥和玻利维亚的预期较低。拉加经委会警告，未来增长面临全球宏观 经济波动、美国货币政策及内部债务压力等多重风险，并呼吁各国推动生产转型以提 升增长潜力。 （原标题：拉加经委会调低智利2025年增长预期） ...

该危机可能威胁约130万个非洲就业岗位，尤其是轻工业领域。尽管美国国会两党支持延期至2028 年，但特朗普政府仅倾向于延期一年，并可能将南非排除在外。南非约占AGOA进口总额的一半，其汽 车产业尤为关键，一旦被剔除，将冲击相关产业并影响美国关键矿产供应链。 在此背景下，AGOA的不确定性正削弱美国在非洲的战略布局。非洲拥有丰富的钴和铂族金属资 源，对美国新能源和国防产业至关重要。这一局势凸显了加快推进非洲大陆自由贸易区（AfCFTA）的 必要性。该市场覆盖14亿人口、规模达3.4万亿美元，是非洲实现贸易自主与长期增长的关键路径。 目前，AfCFTA已就92%以上税则项目达成原产地规则协议，跨境支付系统（PAPSS）也已在多个 国家运行。但专家指出，其全面成效仍需5至10年才能显现。作为AfCFTA秘书处所在地，加纳亟需展 现更强的政治意愿，推动区域一体化进程，将非洲大陆市场转化为可持续增长动力。 （原标题：AGOA动荡或使非洲贸易格局重构） 据"加纳广播公司"12月29日报道，美国已启动将《非洲增长与机遇法案》（AGOA）延期三年的程 序。该法案已于2025年9月30日到期，美众议院筹款委员会警告称，若长期失 ...

（原标题：2025年非洲最繁忙机场发布 开罗国际机场居首） 据"加纳网"12月28日报道，根据对2025年12月单程离港座位数的航空业数据分析，非洲最繁忙机场 榜单近日出炉。开罗国际机场以约170万个离港座位位列第一，同比增长7.8%，继续巩固其作为非洲大 陆首要航空枢纽的地位。 5. 开普敦国际机场（南非）：663,879个 6. 马拉喀什迈纳拉国际机场（摩洛哥）：587,925个 7. 胡阿里·布迈丁国际机场（阿尔及利亚）：552,147个 8. 内罗毕乔莫·肯雅塔国际机场（肯尼亚）：505,114个 9. 穆尔塔拉·穆罕默德国际机场（尼日利亚）：495,635个 10. 赫尔格达国际机场（埃及）：469,149个 其余位列前十的机场及离港座位数如下： 2. 约翰内斯堡奥利弗·坦博国际机场（南非）：1,224,799个 3. 亚的斯亚贝巴博莱国际机场（埃塞俄比亚）：1,173,631个 4. 卡萨布兰卡穆罕默德五世国际机场（摩洛哥）：684,337个 榜单显示，节日季航空旅行需求旺盛，多数机场离港运力较2024年同期均有显著增长。其中，卡萨 布兰卡机场以17.5%的同比增幅领先。 ...