陈茂波强调，香港金融系统稳定、强健，但地缘政治不确定性将持续一段时间，因此要确保有足够的缓 冲以应对有关波动。他称，需要把握挑战带来的机遇，例如去年关税战等，大量资金流入香港，成 为"避风港"。 对于有听众关注大埔宏福苑能否原址重建，陈茂波表示，曾向居民作问卷调查，居民有不同的期望及想 法，有人希望原址居住，亦有人认为事件是悲剧，想远离有关地方。他称已为居民提供不同选择，强调 不会浪费土地，若不在原址兴建住宅，可以作为小区设施、公园等，会再与各界商讨。 香港新一份《财政预算案》提出将通过发债以发展北都或其他大型项目。香港财政司司长陈茂波表示， 债券发行的政策只用于基建投资，不会用作支付日常营运开支，又指政府债务与GDP的比率将由 14.4%，升至5年后约19.9%，仍属非常稳健的水平，有信心随着经济增长和投资回报，能够偿还相关债 务。 他表示，正加快发展北都，吸引企业、科技公司、制造业落户后，便能带来就业、税收、本地生产总值 增长，并认为投资北都不只聚焦未来数年，而是未来20年的香港重要增长引擎。 ...

Market Performance - The Hang Seng Index closed at 26,765.72, up 175 points or 0.66%[2] - The Shanghai Composite Index rose to 4,147.23, an increase of 0.72%[2] - The Shenzhen Component Index increased by 1.29%, closing at 14,475.87[2] Economic Indicators - Hong Kong's inflation rate slowed to 1.1% in January, down from 1.4% in December[6] - The basic inflation rate, excluding one-off government relief measures, was 1%[6] - The year-on-year price increases for various categories included electricity, gas, and water at 3%[6] Corporate Earnings - Hong Kong's San Miguel Brewery reported a profit of HKD 76.12 million for the year, compared to a loss of HKD 20.10 million the previous year[11] - New World Development's rental income from office spaces is expected to decline at a slower rate, with occupancy rates stabilizing at 81.6%[12] - Neway Data's net profit for the six months ending December rose by 9.72% to HKD 531 million[13] Government Fiscal Policy - The government plans to increase tax allowances for dependents, estimating a reduction in tax revenue by HKD 5 billion this fiscal year[7] - The Financial Secretary proposed transferring HKD 150 billion from the Exchange Fund to support infrastructure projects[8] - The Exchange Fund recorded an investment income of over HKD 330 billion in 2025, with total reserves exceeding HKD 780 billion[8] Industry Developments - Steel mills in northern China are required to reduce production by at least 30% to improve air quality during the upcoming National People's Congress[9]

香港财政司司长陈茂波在2026-27财年财政预算案中表示，香港公务员编制在未来两个财政年度，每年 分别缩减2%，预计至2026年4月1日，公务员编制将减至约十八万八千个职位。本届政府任期内将累计 削减超过一万个职位。 就2026-27年度的公务员薪酬调整，政府将按既定机制进行薪酬趋势调查，并由行政长官会同行政会议 在充分考虑六大因素后决定。（新浪财经香港站） 责任编辑：宋雅芳 香港财政司司长陈茂波在2026-27财年财政预算案中表示，香港公务员编制在未来两个财政年度，每年 分别缩减2%，预计至2026年4月1日，公务员编制将减至约十八万八千个职位。本届政府任期内将累计 削减超过一万个职位。 就2026-27年度的公务员薪酬调整，政府将按既定机制进行薪酬趋势调查，并由行政长官会同行政会议 在充分考虑六大因素后决定。（新浪财经香港站） 责任编辑：宋雅芳 ...

印度政府将于2月1日公布2026-27财年年度预算案。印度股市今日为预算案举行特别交易时段。印度货 币和债券市场今日休市，将于2月2日恢复交易。 ...

人民财讯1月30日电，当地时间1月30日，法国总理勒科尔尼第三次在国民议会动用法国宪法第49.3条 款，以推动2026年财政预算案最终通过。在国民议会经历了四个月高度密集的讨论后，2026年预算案或 将尘埃落定。 （文章来源：央视新闻） ...

Core Viewpoint - The Hong Kong government is preparing to launch public consultations for the upcoming fiscal budget, focusing on expanding economic development, accelerating innovation and technology, optimizing industrial structure, and creating quality jobs to enhance high-quality growth [1] Economic Performance - Hong Kong's merchandise exports have recorded double-digit growth year-on-year, supported by improved local demand and a slight increase in private consumption [1] - The economy grew by 3.3% year-on-year in the first three quarters of this year, with the government raising its full-year growth forecast to 3.2% [1] - Service exports benefited from a robust financial market and an increase in visitor arrivals, which reached over 45 million in the first 11 months, surpassing last year's total and marking a 12% year-on-year increase [1] Future Outlook - The Financial Secretary hopes that the upcoming New Year holidays, various events, and industry promotions will attract more visitors, injecting greater momentum into Hong Kong's consumer market and overall economy [2]

Core Points - The Bank of England decided to maintain the base interest rate at 4%, aligning with market expectations [1][2] - The decision reflects a pause in the previous trend of quarterly rate cuts since August 2024 [1][2] - The current economic conditions indicate a high overall inflation rate, but risks from weak demand are more pronounced [2][4] Economic Outlook - The Bank of England predicts that the inflation rate will approach 3% by early 2026 and reach the 2% target by the second quarter of 2027 [3] - GDP growth forecasts have been adjusted, with 2025 expected at 1.5% (up from 1.25%), 2026 at 1.2% (down from 1.25%), 2027 at 1.6% (up from 1.5%), and 2028 at 1.8% [3] Monetary Policy Insights - The decision to keep rates unchanged was passed with a 5-4 vote, with Governor Bailey casting the decisive vote [5] - Bailey indicated that future rate cuts are likely but depend on confirming that inflation is moving towards the 2% target [5][4] - The upcoming autumn budget announcement is expected to influence future monetary policy decisions [7][8] Currency Impact - Following the announcement, the British pound fell approximately 30 points against the US dollar, trading at 1.30606 [6] - Analysts predict continued pressure on the pound, with potential further depreciation if rate cuts occur in December [6][8] Fiscal Considerations - The upcoming autumn budget is anticipated to include tax increases to address fiscal shortfalls, which may suppress consumer demand and alleviate inflationary pressures [7][8] - Uncertainty surrounding the budget has led to a cautious approach from businesses and households, potentially stifling economic activity [8]

Core Viewpoint - The Bank of England decided to maintain the benchmark interest rate at 4%, aligning with market expectations, and pausing the trend of quarterly rate cuts that began in August 2024 [2][4][8]. Group 1: Interest Rate Decision - The decision to keep the interest rate unchanged reflects concerns over high overall inflation in the UK, despite a more balanced risk outlook regarding inflation and a more pronounced risk from weak demand [9]. - The Monetary Policy Committee voted 5 to 4 in favor of maintaining the rate, with Governor Bailey casting the decisive vote [12][13]. Group 2: Economic Forecasts - The Bank of England raised its GDP growth forecast for 2025 to 1.5% from 1.25%, while slightly lowering the CPI forecast for the same year [10]. - Inflation is expected to decline to around 3% by early 2026 and reach the 2% target by the second quarter of 2027 [10]. Group 3: Currency Impact - Following the announcement, the British pound fell approximately 30 points against the US dollar, indicating potential ongoing pressure on the currency [5][16]. - Analysts predict that if the Bank of England cuts rates in December, the pound may depreciate further, with expectations for the euro to rise against the pound [16]. Group 4: Upcoming Fiscal Considerations - The upcoming autumn budget is anticipated to influence future rate decisions, with expectations of tax increases to address fiscal deficits, which could further suppress consumer demand and alleviate inflationary pressures [18]. - The uncertainty surrounding the budget has led to a cautious approach from businesses and households, potentially stalling economic activity [18].

Core Points - The Canadian federal government has released its first budget since Prime Minister Carney took office, focusing on strategic investments to enhance economic resilience against global uncertainties and reduce reliance on the U.S. [1] - The budget proposes a net increase in spending of 89.7 billion CAD over the next five years, while also implementing a "comprehensive spending review" to cut public service and project expenditures [1] - The funds saved will be redirected towards key areas such as housing, infrastructure, defense, productivity, and competitiveness, with the aim of attracting more private capital to drive a total investment of 1 trillion CAD [1] Financial Projections - The budget document forecasts a fiscal deficit of 78.3 billion CAD for the fiscal year 2025-2026, which is expected to decrease to 56.6 billion CAD by the fiscal year 2029-2030 [2] - A key vote on the budget is scheduled for November 18, with the necessity for support from at least one major opposition party due to the minority government status of the Liberal Party [2] - The budget vote is considered a confidence vote, and a rejection could lead to early federal elections [2]

Core Points - The Canadian federal government has released its first budget titled "Strong Canada," aimed at enhancing economic self-reliance and resilience in response to global uncertainties and reducing dependence on the U.S. [1] - The budget proposes a net increase in spending of 89.7 billion CAD over the next five years, while also implementing a "comprehensive spending review" to cut public service and project expenditures [1] - The budget focuses on key areas such as housing, infrastructure, defense, productivity, and competitiveness, with the goal of attracting stronger private capital investments to drive a total investment of 1 trillion CAD [1] Financial Projections - The budget document forecasts a fiscal deficit of 78.3 billion CAD for the fiscal year 2025-2026, which is expected to decrease to 56.6 billion CAD by the fiscal year 2029-2030 [2] - A key vote on the budget is scheduled for November 18, and its approval requires support from at least one major opposition party due to the minority government status of the Liberal Party [2] - The budget vote is viewed as a confidence vote, and a rejection could trigger early federal elections [2]