Group 1 - The core viewpoint of the report is that global foreign direct investment (FDI) continues to decline, with a projected decrease of 11% to approximately $1.5 trillion in 2024, marking the second consecutive year of decline [1][2] - The decline in international project financing (IPF) is particularly severe for developing countries, with a projected drop of 26% in 2024, which is the third consecutive year of significant decline [2][3] - Investment related to sustainable development goals (SDGs) has also seen substantial decreases across various sectors, including a 23% drop in renewable energy investments, a 35% decline in infrastructure investments, and a 30% decrease in water, sanitation, and hygiene projects [2][3] Group 2 - The digital economy is highlighted as the only growth area, with international investment in this sector expected to double in 2024, focusing on data centers, artificial intelligence (AI), cloud computing, and cybersecurity [2][3] - However, there is a notable imbalance in the distribution of digital economy investments, with most funds concentrated in a few countries like China and the United States, leaving structural weak economies marginalized [3] - The report emphasizes the need for a shift in investment direction and global cooperation to achieve equitable and sustainable development, advocating for the integration of digital strategies with industrial policies and sustainable development goals [4]

第一，尽管近期市场出现动荡，但一些关键板块的估值仍然很高，这意味着如果前景恶化，估值可能会 进一步调整。由此造成的全球金融环境的进一步收紧，可能会对新兴市场的货币、资产价格和资本流动 产生重大影响。 第二，一些金融机构尤其是高杠杆机构，可能会在市场动荡下承压。随着对冲基金和资产管理行业的增 长，它们的总体杠杆水平以及与银行部门的联系也在增加，引发人们对管理不善的非银行金融机构的担 忧，认为其在面临追加保证金通知和赎回时，会被迫去杠杆。 在全球金融环境充满不确定性的背景下，政策协调与国际合作更为迫切。 当前货币政策分化与金融市场波动相互交织，对全球金融稳定构成挑战。 中国人民银行行长潘功胜在2025陆家嘴论坛上指出，全球经济面临高度不确定性。在完善治理结构的同 时，主要国际金融组织应进一步强化经济监督职能，客观评估全球和各国面临的风险，积极引导各国坚 定支持经济全球化和多边贸易体系。加强对各国的政策引导，强化宏观经济政策协调，维护国际金融体 系稳定。 在2025陆家嘴论坛上，十二届全国政协副主席、中国人民银行原行长周小川认为，目前全球宏观经济调 控属于"三无"状态，即无机构、无工具、无共识。全球货币政策包括宏观 ...

Core Insights - The United Nations Conference on Trade and Development (UNCTAD) reported a projected 11% decline in global Foreign Direct Investment (FDI) to $1.5 trillion in 2024, marking the second consecutive year of decline [1] - Geopolitical tensions, trade fragmentation, intensified industrial policy competition, and rising financial risks are reshaping the global investment landscape [1] - FDI inflows to developed economies decreased by 22%, with Europe experiencing a significant drop of 58%, while capital inflows to developing countries remained stable but varied by region [1] Investment Trends - The digital economy is the only sector showing investment growth, with FDI increasing by 14%, primarily driven by the information and communication technology (ICT) manufacturing, digital services, and semiconductor industries [2] - Investment in critical areas for achieving Sustainable Development Goals (SDGs), such as renewable energy, transportation, water, and health, has seen declines exceeding 30% [2] - Current investment levels are insufficient to meet global development needs, with developing countries requiring approximately $4 trillion annually to bridge the financing gap for SDGs [2] Recommendations and Agenda - There is a call for increased long-term, inclusive, and sustainable capital investments, particularly in the digital economy, to help reduce global disparities [2] - UNCTAD proposed an agenda focusing on seven priority areas, including enhancing data and AI governance, developing policy tools, and strengthening digital infrastructure to attract more FDI in digital industries to developing economies [2]

Group 1 - In 2024, global Foreign Direct Investment (FDI) is projected to reach $1.5 trillion, reflecting an 11% decline when adjusted for significant financial transaction fluctuations in major European economies [1] - The report indicates that the international investment outlook for 2025 is pessimistic, with trade tensions leading to downward adjustments in most FDI outlook indicators [1][2] - Developed economies saw a 22% drop in FDI inflows in 2024, while North America experienced a 23% increase [4] Group 2 - Asia remains the primary destination for global foreign investment, accounting for 40% of total FDI, although it saw a 3% decline to $605 billion in 2024 [4] - ASEAN countries experienced a significant FDI increase of 10%, reaching a record high of $225 billion [4] - Africa's FDI grew by 75% to $97 billion, driven by a large project in Egypt [4] Group 3 - Greenfield investment projects in the industrial sector increased by 3%, but their total value decreased by 5%, maintaining a high level of $1.3 trillion [2] - International project financing (IPF) declined by 26%, influenced by uncertainties in exchange rates and interest rates [2] - The number of infrastructure projects decreased by 9%, while digital infrastructure projects increased by 4% [4] Group 4 - Renewable energy and critical minerals sectors saw a decline in greenfield project announcements by 12% and nearly 50%, respectively [5] - The semiconductor sector experienced a resurgence with four of the ten largest announced projects, totaling $70 billion in capital expenditure [5] - Investment in health and education sectors grew by approximately 25%, although total investment remained low at under $15 billion [5] Group 5 - Digital economy investments are identified as a key growth and transformation engine, growing at an annual rate of 10% to 12%, outpacing global GDP growth [8] - Over the past decade, major tech companies have increased their share of sales and assets among the largest multinational corporations [6] - From 2020 to 2024, developing countries attracted $531 billion in greenfield projects, with a concentration in ten economies that accounted for nearly 80% of total investments [6]

南都讯 记者刘嫚 杨文君 发自北京 6月17日，世界经济论坛北京代表处召开新闻发布会，记者从发布会 了解到，世界经济论坛第十六届新领军者年会（夏季达沃斯论坛）将于2025年6月24至26日在天津举 办。本届年会围绕"新时代企业家精神"这一主题，邀请来自 90多个国家和地区的1700多位全球领袖， 共同探讨在地缘经济格局快速变化的背景下，企业家精神和创新如何重新激活经济增长。 五是新能源与材料——随着可再生能源发电能力和能效的发展势头不断加快，技术进步带来的电力需求 攀升给现有的电力系统带来了压力。在此背景下，参会者将探讨什么样的策略有助于保障更安全、更稳 定、更可持续的能源和关键材料供应，从而促进经济增长和提升竞争力。 "虽然全球经济正在经历根本性转变，但我们面临的各项挑战相互交织，仍然需要多方合作，"世界经济 论坛总裁兼首席执行官博尔格·布伦德说。"2025年新领军者年会将汇聚背景多元的领导者，共同探讨体 现企业家精神的创新解决方案如何持续塑造各经济体的未来。" "国家发展和改革委员会坚定支持世界经济论坛在中国举办'夏季达沃斯'论坛，"国家发展和改革委员会 国际合作司副司长陈帅表示，"通过新领军者年会，中国 ...

Core Viewpoint - The 2024 Global South Video Media Development Report emphasizes the importance of telling development stories from the Global South perspective, aiming to enhance cooperation and cultural exchange among countries in the Global South [1][2]. Group 1: Report Overview - The report was jointly released by the International Video Communication Agency and Tsinghua University's Israel Epstein Center for International Communication, focusing on the theme of "telling development stories" [1]. - It incorporates the concept of a community with a shared future for mankind and aligns with the United Nations' Sustainable Development Goals [1][2]. - The report utilizes frameworks such as "developmental journalism" and "alternative narratives" to explore the value, practical experiences, and challenges of narrating development stories [1][2]. Group 2: Media Collaboration and Perspectives - The report involved in-depth interviews with over twenty media representatives from the Global South and international media organizations, aiming to redefine the concept of "development" [2]. - It highlights the need for Global South media to innovate through technology, deepen cooperation, and coordinate policies to shape developmental journalism narratives [2]. - Media representatives expressed that the report serves as a collective voice for the Global South media, emphasizing values of cooperation, mutual respect, and common development [3][4]. Group 3: Challenges and Solutions - The report identifies issues and challenges faced by Global South countries and proposes targeted solutions, serving as a reference for media reporting decisions [4]. - It addresses the global information gap and mainstream narratives that favor developed countries, aiming to foster a critical and constructive autonomous perspective among Global South nations [4].

5月19日至20日，深交所2025全球投资者大会在深圳举行。大会主题为"新质生产力：投资中国新机遇 ——开放创新的深圳市场"，通过主旨演讲、圆桌讨论、公司路演等多种形式，展现中国资产和A股市 场投资价值。世界银行前副行长、牛津大学教授 伊恩・戈尔丁先生发表主旨演讲"全球经济趋势和中国 新质生产力发展"。 伊恩·戈尔丁表示，可持续发展目标将会首先在中国实现。 可持续发展目标将会首先在中国完成。这样瞩目的成就意味着很多严肃的问题将会得到解决，老龄化问 题、贫富差距问题，环保问题都可以得到解决，老的行业将会淘汰，新的行业将会产生。与此同时，美 国和欧洲面临着巨大的问题，欧洲也出现了快速的人口老龄化，传统的行业在消失，区域的贫富差距在 加剧，气候变暖危机不断加深，但是亚洲区域的方法更加有效，而且投入非常巨大，整个社会都协同一 致向这个方向努力。 美国如此不欢迎全球化，很多欧洲国家也不欢迎全球化，不是因为全球化是无效的，全球化非常有效， 而且全球化让这些国家变得更加成功，它不受欢迎的主要原因是有些人受益很多，而有些人却被抛弃 了，他们没有办法在这样的环境中找到工作。但中国和亚洲的情况完全不一样，在中国和其他亚洲国家 的 ...

Core Insights - The report identifies 15 priority measures that can increase the number of people in the ASEAN region breathing "clean air" from approximately 80 million in 2015 to over 250 million by 2030, with significant potential to reduce population-weighted PM2.5 concentrations [20][23][39] - Implementing these solutions could lead to a 50% to 70% improvement in air quality across many countries, enabling compliance with the World Health Organization's air quality guidelines [20][23] - The report emphasizes that nearly 40% of the potential improvements can be achieved through the enforcement of existing laws, highlighting the importance of strengthening current policies related to air pollution, energy, and climate [20][25] Summary by Sections Introduction and Methodology - The report aims to meet the growing demand from policymakers and stakeholders in the ASEAN region for clean air solutions, identifying 15 priority measures [42] - It reviews the experiences of implementing these measures and discusses governance and financial arrangements that could facilitate their spread in the ASEAN region [42] Implementation of Solutions - The report outlines various sectors where solutions can be implemented, including energy, industry, transportation, and waste management, emphasizing the need for comprehensive planning and cooperation among ASEAN member states [2.2][2.3] - It highlights the significant mitigation potential of these solutions across multiple sectors, with existing environmental legislation playing a crucial role in achieving these goals [25][29] Regional Cooperation - The report stresses the necessity for regional cooperation to address air pollution and climate change comprehensively, identifying key needs such as integrated planning and funding mobilization [3.2][3.3] - It notes that several organizations and initiatives are already supporting efforts to enhance cooperation in the ASEAN region, which can facilitate the implementation of the identified solutions [30][33] Conclusion - The report concludes that the successful implementation of the 15 identified solutions can lead to substantial health benefits and climate co-benefits for the ASEAN region, urging member states to adopt these measures widely [17][20][39]