Group 1 - The meeting highlighted significant advancements in Vietnam's technology innovation and digital transformation, with a focus on creating a more favorable legal environment and overcoming institutional barriers [1][2] - The government has increased its investment in technology innovation and digital transformation, with the budget allocation reaching 3% [1] - Progress in digital transformation includes the implementation of various service platforms such as national population databases and electronic identity authentication, which have improved online governance and reduced administrative costs [1] Group 2 - The year 2026 is deemed crucial for implementing the resolutions of the 14th Congress of the Communist Party of Vietnam, emphasizing the role of technology in driving economic growth [2] - The new central committee plans to issue two strategic resolutions aimed at transforming the national development model based on technology and mobilizing resources for double-digit economic growth [2] - There is a call for concentrated resources to develop strategic technologies, enhance national digital infrastructure, and foster collaboration between government, universities, and enterprises to build an innovation ecosystem [2]

Core Viewpoint - UOB has raised Vietnam's GDP growth forecast for 2025 to 7.7% due to strong export performance, resilient manufacturing activity, and continued foreign investment [1] Economic Growth Forecast - UOB predicts Vietnam's economic growth rate for Q4 to be 7.2% [1] - Vietnam's actual GDP grew by 7.85% in the first three quarters [1] - The economic outlook for 2026 remains optimistic, although growth is expected to slightly slow to 7% due to base effects and previous growth deceleration [1] Influencing Factors - The country continues to face adverse impacts from changing US trade and tariff policies, yet maintains strong performance thanks to resilient exports and industrial production [1]

根据华盛顿智库全球发展中心的数据，新的健康协议使美国年度医疗支出比2024年水平平均减少了 49%。例如，莫桑比克虽获得超18亿美元资助，但总额仍显著低于以往水平。新框架强调受援国自身责 任，多数协议包含要求非洲国家增加国内卫生投入的条款。美国官方称此举旨在提升项目的可持续性与 问责制，但公共卫生专家警告，许多非洲政府财政紧张，援助锐减可能削弱其本已脆弱的卫生系统，影 响艾滋病、疟疾等重大疾病的防治工作。 此次政策转变也与特朗普政府的整体外交方略一致，即偏好双边交易并缩减海外支出。值得注意的 是，部分签署协议的非洲国家此前曾同意接收美国遣返的移民，引发了外界对协议是否带有政治附加条 件的质疑。美国国务院对此予以否认。 新协议为美非卫生合作带来了根本性变化。非洲国家在获得持续合作承诺的同时，需承担更重的财 政负担。这一转变究竟会推动非洲卫生体系走向自主，还是加剧其风险，将取决于各国能否有效填补资 金缺口。其长期影响仍有待观察。 （原标题：美国大幅削减对非洲的医疗援助） 据"非洲简报"12月24日报道，美国近期与至少九个非洲国家签署了新的卫生资助协议，标志着其对 非援助政策正式转向。新协议以"美国优先"为指导原则 ...

Group 1 - The International Monetary Fund (IMF) approved Ghana's fifth review, confirming the country has largely met its planned targets, which will trigger the sixth disbursement of $385 million, bringing the total loans from the IMF to approximately $2.8 billion [1] - Ghana's economic situation is stabilizing and cautiously recovering, supported by a $3 billion aid program, with all performance criteria and indicative targets for June 2025 being met [1] - The IMF has raised Ghana's GDP growth forecast for 2025 to 4.8%, with expectations of growth returning to around 5% in the medium term [1] Group 2 - The Ghanaian Parliament approved the mid-year budget review for 2025, fully aligning with IMF targets and committing to a primary surplus target of 1.5% of GDP [2] - Non-oil revenues and increased fuel taxes have supported the budget adjustments, with audits enhancing government credibility by disqualifying a portion of outstanding commitments due to procedural violations [2] Group 3 - The fifth review indicates mixed progress in structural reforms, with some previously delayed indicators now implemented, including a strategy for state-owned banks and the completion of taxpayer registration cleanup [3] - Debt restructuring has seen some progress, but remains incomplete, with the IMF warning that any delays could reverse recent gains in debt sustainability [3] Group 4 - The IMF's fifth review suggests that Ghana has temporarily avoided a crisis but must adhere to established policies to convert macroeconomic stability into long-term benefits [4] - The IMF recommends that the central bank rely more on open market operations to absorb liquidity and enhance policy effectiveness as the program approaches its conclusion in 2026 [4]

Core Viewpoint - Analysts expect continued foreign capital inflow into the Thai stock market driven by the significant appreciation of the Thai baht since early December [1] Group 1: Currency Performance - The Thai baht has appreciated by 3.26% so far, which analysts believe does not align with certain fundamental economic factors [1] - In contrast, the US dollar index has only decreased by 1.20% during the same period [1] - The Thai baht is currently the strongest currency in Asia, outperforming other regional currencies [1] Group 2: Foreign Investment Trends - Foreign investors have withdrawn over 15 billion Thai baht from the Thai bond market, despite a gradual recovery in capital inflow to the stock market [1] - The Malaysian ringgit, the second-best performing currency in the region, has only appreciated by 1.14% [1]

阿尔及利亚与乍得还将在液化石油气、矿业和水泥产业等领域深化合作。在矿业方面，双方将围绕 地质勘查、技术交流和人才培养加强协作；在水泥产业方面，阿尔及利亚表示将通过技术支持、能力建 设及阶段性解决方案，协助乍得缓解当前水泥产能不足问题，以满足基础设施和住房项目建设需求。 （原标题：阿尔及利亚推进对乍得在能源、矿业及水泥领域的合作） 阿尔及利亚《Algerie360》网站12月19日报道，阿尔及利亚与乍得近日在阿尔及尔签署一份会议纪 要，正式推进两国在油气、矿业及相关工业领域的合作。该文件由阿尔及利亚国务部长、能源与矿业部 长与乍得石油、矿业和地质部长签署，签署仪式在阿能源与矿业部举行，双方多名高级官员出席。 双方一致同意加强油气领域监管和法律框架合作，通过经验交流和技术支持，协助乍得完善油气行 业治理体系。合作内容涵盖油气勘探与开发、提升石油产能、炼化及石化产业发展、天然气综合利用以 及减少火炬气排放等。双方还就阿尔及利亚国家石油公司 Sonatrach参与乍得重点能源项目的可能性进 行了探讨。 ...

《阿拉伯海湾商业洞察》（AGBI）12月25日报道，分析人士认为，迪拜房地产市场正从高速上涨 阶段转向更为成熟的发展周期。尽管过去五年房价几近翻倍，但市场并未出现崩盘迹象，而是呈现增速 放缓、区域分化加剧的特征。 （原标题：市场观察：迪拜房地产进入"分化与成熟期"） 数据显示，2025年第三季度迪拜房价中位数较年初下降约11%，但核心地段和成熟社区价格仍保持 相对坚挺。专家指出，未来市场将形成明显的"两极结构"：高品质、总体规划完善的区域表现稳定，而 供应集中、品质参差的区域可能出现价格趋平甚至回调。分析认为，人口增长仍是关键变量，只要年增 长率保持在5%以上，迪拜有能力消化新增住房供应，中长期基本面依然稳健。 ...

Core Insights - Cambodia's agricultural product exports reached $3.16 billion in the first 11 months of the year, a slight decrease of 4.9% compared to $3.33 billion in the same period last year [1] Group 1: Export Performance - The main agricultural products exported by Cambodia include rice, bananas, cashews, mangoes, cassava, longan, pepper, and corn [2] - Cashew exports were the most notable, amounting to $810 million, representing a year-on-year increase of 52.4% [2] - Longan exports totaled $35.34 million, with a growth of 26.4% year-on-year [2] - Banana exports reached $163 million, showing a year-on-year increase of 17.5% [2] - Rice exports were valued at $498 million, reflecting a year-on-year growth of 13.7% [2] Group 2: Declining Exports - Several agricultural products experienced negative growth, including corn, cassava, rice, mango, and pepper [2] - Corn exports were particularly affected, falling to $22.95 million, a significant decline of 49.9% [2] - Rice, cassava, pepper, and mango exports decreased by 29.6%, 16.2%, 13.9%, and 11.9% respectively [2] Group 3: Market Dynamics - Cambodia's agricultural products are primarily exported to China, ASEAN, and EU markets, indicating a diverse international demand structure [2]

阿尔及利亚El Moudjahid网站12月19日报道，阿尔及利亚海运集团(GATMA)宣布，该公司货运子公 司CNAN El-Djazair已将阿尔及利亚至克罗地亚的海运商业航线延伸至斯洛文尼亚科佩尔港。 开辟新航线目的是支持贸易、加强与欧洲港口的海上联系及提高海运效率。阿尔及利亚内政、地方 行政和交通部长萨尤迪16日表示，CNAN El-Djazair目前拥有的12艘货船中，10艘已投入使用，其余船 只预计将于明年1月底前投入使用。他还提到将开通安纳巴至突尼斯海上航线的方案。阿计划与突尼斯 成立船舶租赁合资企业，双方将成立工作组研究该项目实施。目前阿尔及利亚也计划与阿曼成立合资海 运公司。 （原标题：阿尔及利亚CNAN El Djazair海运公司将航线延伸至斯洛文尼亚） ...

Group 1 - The Algerian National Agency for Entrepreneurship Support and Development (ANAD) has trained approximately 30,000 entrepreneurship advisors and funded the creation of 6,500 micro-enterprises since its reactivation a year ago [1] - The total number of micro-enterprises in Algeria is around 1.3 million, accounting for 97% of all economic entities in the country, with expectations for continued growth in the near future [1] - ANAD aims to create and support 10,000 micro-enterprises annually, particularly in the context of rising entrepreneurial enthusiasm among the youth [1] Group 2 - ANAD emphasizes the importance of industrial subcontracting as a core focus, with industrial enterprises currently making up 27% of ANAD's business [1] - In the southern regions, ANAD is positioned to play a larger role in significant structural projects, such as the Gara Djebilet iron ore project and railway construction, by building a network of micro-enterprises around these projects [2] - To support the development of micro-enterprises in the south, it is essential to increase financing limits, mobilize more resources, and accept a higher risk level compared to the northern regions [2]