福建省霞浦县人民政府与意大利威内托大区签署支持霞浦县打造国际文旅目的地备忘录，霞浦县海谊进 出口贸易有限公司与Guardiani Farchione农产公司签署葡萄酒国际销售合同。 当天，外国驻华使节、国内外贸易投资促进机构、工商协会、国际知名企业代表等齐聚一堂，围绕"应 对关税挑战，促进经济稳定发展"话题展开深度对话，共同为全球投资的未来出谋划策。 中新网厦门9月7日电 (记者 闫旭)作为第二十五届中国国际投资贸易洽谈会重要活动之一，"鼓浪屿论坛· 世界商业领袖共话全球投资"活动7日在厦门举行，海内外多家机构与企业签署多项合作协议，共促国际 合作。 9月7日，"鼓浪屿论坛·世界商业领袖共话全球投资"活动在厦门举行。 中新网记者 王东明 摄 元翔国际航空港集团(福建)有限公司与法属波利尼西亚塔希提商业联盟机构签署合作框架协议。 厦门市贸促会、厦门国际商会与法属波利尼西亚塔希提商业联盟机构等3家境内外经贸机构签署合作协 议。 亚洲影响力有限公司、博道新瑔私募基金管理(苏州)有限公司、厦门华鸿兴资产管理有限公司签署战略 合作协议。 河南省南阳市桐柏县人民政府与菲律宾漳州总商会、匈牙利威克集团签署战略合作协议。 世 ...

Core Viewpoint - The global shipping industry is adapting to a changing trade landscape, with major shipping companies like Maersk and Mediterranean Shipping Company (MSC) shifting their focus towards emerging markets due to strong demand outside the U.S. [1][4][10] Group 1: Shipping Companies' Strategies - MSC is launching new shipping services connecting ports in China and South Korea to Peru, as well as to West African countries like Nigeria and Benin, indicating a strategic shift towards emerging markets [2] - Maersk has opened a logistics center in Panama to serve as a gateway to Latin America, reflecting its commitment to expanding operations in regions with strong demand [3] - The shipping giants are responding to a decline in demand on trans-Pacific routes, with many new vessels entering markets outside the U.S. [2][3] Group 2: Market Demand and Financial Performance - Maersk reported a significant decline in container throughput between China and the U.S., down approximately 35% year-on-year for the second quarter [3] - Despite the downturn in North American imports, Maersk has raised its profit forecast for the year, citing strong demand from Europe, Latin America, and Africa [4] - The global container market is expected to grow by 2% to 4%, indicating resilience in markets outside North America [4] Group 3: Emerging Markets and Trade Dynamics - Chinese ports are increasingly adding international shipping routes to emerging markets, with significant growth in container throughput to regions like Africa and Latin America [7][8] - China's trade with emerging markets has shown substantial growth, with imports and exports to Africa increasing by 14.4% in the first half of 2025 [8] - The shift in trade routes is seen as a response to U.S. tariffs, with emerging markets recognizing the importance of enhancing trade among themselves [10]

8月1日，传奇投资家罗杰斯（Jim Rogers）在诺亚控股于新加坡举办的"全球华人财富管理与传承"峰会上表示，其目前已清空包括美国在内的大多数国家 股票，但仍持有中国权益资产。 罗杰斯表示，中国将是21世纪最重要的国家，在许多领域已然如此。目前其持有中国多个行业的股票，尤其看好旅游业前景。与此同时，组合还持有黄金 和白银，因为黄金和白银一直是危机时的避风港。 罗杰斯表示，他对中国的信心，并非源于短期市场波动，而是基于对中国文明的长期观察。 罗杰斯回忆称，1988年他便来到上海开始投资中国市场，他笃定"中国正在崛起"。约四十年过去，他的判断被不断印证。 基于上述判断，罗杰斯称，目前组合持有黄金和白银，尤其是在当前黄金创历史新高时，选择增持被"历史性低估"的白银。"历史证明，当一切出错时， 黄金和白银永远是安全的避难所。" （文章来源：上海证券报） 谈及中国，罗杰斯还表示，自己让两个孩子从小学习普通话，如今已能流利交流，甚至能背诵中国古诗词，且能深刻理解其中的情感与意境。"在他们的 有生之年，普通话会成为最重要的语言。" 另外，罗杰斯透露，在两次环球旅行中，自己穿越了战乱地区、走访了非洲艾滋病孤儿院、观察过路边 ...

Group 1 - Poland's main stock index WIG has risen by 28.6% this year, significantly outperforming the S&P 500's 1% increase, making it one of the strongest markets globally [1] - The strong performance of the Polish stock market is attributed to its relative independence from global trade wars and expectations of benefiting from Germany's substantial fiscal stimulus plan [3][5] - The current price-to-earnings ratio of Polish stocks is 15% lower than that of the MSCI Emerging Markets Index [4] Group 2 - Poland's economy showed strong resilience, with a year-on-year growth of 3.8% in Q1 2025, making it the second-fastest growing country in the EU, behind Ireland [6] - Analysts expect an average earnings growth of about 10% for companies listed on the Warsaw Stock Exchange in 2025, with financial services companies increasing dividends after record profits [6] - The release of previously frozen EU funds for infrastructure and energy transition projects is providing additional momentum for the Polish market [7] Group 3 - Investors are closely watching the presidential election on June 1, where the outcome could significantly impact investor confidence in Polish assets [8][9] - The potential victory of the pro-EU candidate Donald Tusk could enhance investor confidence, while a loss may raise concerns about Poland's reform trajectory [9] - Emerging markets, including Poland, are becoming a focal point for global investors, driven by expectations of a weaker dollar and a potential peak in U.S. bond yields [9]