资本利得税

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韩国提高资本利得税计划引发反对声浪
Bei Jing Shang Bao· 2025-08-04 15:52
市场共识原本预期企业税率仅会温和上调,并伴有新的股息分离征税方案。Lombard Odier驻新加坡的 宏观策略师Homin Lee指出,此次提案对市场共识构成了"负面意外",KOSPI指数因此出现一次性调整 是合理的。 韩国李在明政府上任仅两个月,意外推出全面加税计划,内容包括大幅下调资本利得税起征点、提高证 券交易税及企业所得税最高税率。此举激起民众强烈反对,一份要求撤回该计划的国民请愿书签名人数 迅速突破12万。 韩国总统李在明上任仅两个月,其政府意外抛出的全面增税方案,与其竞选时"股市5000点"的承诺背道 而驰。最新消息显示,一份旨在叫停韩国政府新资本利得税计划的国民请愿书,已获得超过12万民众签 名支持。这一数字远超将议案提交国会委员会审议所需的5万人门槛,预示着该计划的推行将面临巨大 政治阻力。这对于执政党是否有决心推动提案通过是个考验。 这场风波的导火索,是李在明政府于上周四晚间意外宣布的加税方案,该方案直接导致韩国股市KOSPI 在上周五暴跌3.9%,创下今年4月以来的最大单日跌幅。 上周四,据韩国财政部发布的声明,该计划包括大幅下调资本利得税起征门槛、提高证券交易税以及上 调企业所得税最高 ...
提高资本利得税计划引反对声浪,韩国逾12万人签请愿书要求叫停
Hua Er Jie Jian Wen· 2025-08-04 03:49
Group 1 - Over 120,000 people in South Korea have signed a petition to halt the recently announced capital gains tax increase plan, surpassing the required 50,000 signatures for parliamentary review [1] - The South Korean stock market experienced a significant decline of 3.9%, marking the largest drop since April of this year [1] Group 2 - The tax increase plan announced by the South Korean Ministry of Finance includes a substantial reduction of the capital gains tax threshold from 5 billion KRW to 1 billion KRW (approximately 714,000 USD), an increase in the securities transaction tax rate from 0.15% to 0.2%, and a rise in the maximum corporate income tax rate from 24% to 25% [2] - New rules for dividend income tax have been introduced, imposing a 20% tax on dividend income between 20 million and 300 million KRW, and a 35% tax on amounts exceeding 300 million KRW [2] Group 3 - The unexpected tax increase plan has severely impacted investor confidence, with market consensus initially expecting only a moderate rise in corporate tax rates and new dividend taxation proposals [3] - The proposal has faced strong opposition, particularly from retail investors, with over 30,000 signatures against the capital gains tax proposal by last Friday afternoon, indicating significant discontent among the investor community [3] - Warnings from investors and business groups suggest that this move could alienate a large and influential retail investor base and potentially weaken the competitiveness of South Korean companies, casting a shadow over the prospects for economic reform [3]
提高资本利得税计划引发反对声浪,韩国逾12万人签请愿书要求叫停
Hua Er Jie Jian Wen· 2025-08-04 03:44
万名散户请愿反对 这项出乎意料的增税计划,严重打击了投资者的信心。Eugene Asset Management的首席投资官Seokkeun Ha表示:"税收提案让投资者感到相当失望,尤其是在韩国资本市场结构性改革正在进行之际,它的出 台非常突然。" 韩国超过12万人签署了一份请愿书,要求叫停上周四晚间宣布的提高资本利得税计划。请愿书的签字人 数已超过所需的5万人,目前将递交国会委员会审议,这对于执政党是否有决心推动提案通过是个考 验。上周五韩国股市下跌3.9%,创今年4月以来的最大跌幅。 意外推出加税计划 上周四,据韩国财政部发布的声明,该计划包括大幅下调资本利得税起征门槛、提高证券交易税以及上 调企业所得税最高税率。这项增税计划是李在明政府上任后首批重大国内政策之一,旨在为财政承诺寻 找新的收入来源,以填补预算缺口。 具体来看:提案计划将股票资本利得税的起征点从现行的50亿韩元大幅下调至10亿韩元(约合71.4万美 元)。同时,证券交易税税率将从0.15%上调至0.2%。 在企业税方面,政府计划将最高企业所得税税率从24%上调至25%,逆转了前届政府的减税政策。此 外,新的股息收入税收规则也已出台,对20 ...
从贝索斯零缴税看创业投资的财富密码
Sou Hu Cai Jing· 2025-08-03 05:13
Core Insights - The article highlights the stark contrast between the tax obligations of ultra-wealthy individuals like Jeff Bezos and ordinary workers, emphasizing that Bezos has managed to pay an effective tax rate of approximately 1% on his wealth growth, while average workers face rates between 20% to 30% [2][6]. Group 1: Wealth Accumulation Strategies - Bezos's wealth accumulation strategy is based on the principle of "never selling," allowing him to avoid capital gains taxes by not liquidating his stock holdings, which continue to appreciate in value as Amazon grows [3]. - The article suggests that entrepreneurs should focus on long-term investments in high-growth assets and avoid frequent trading to minimize tax liabilities [3]. Group 2: Financial Leverage - The principle of borrowing rather than earning is discussed, where wealthy individuals use loans against their assets to fund large purchases without incurring tax liabilities, as loans are not considered income [4]. - Entrepreneurs are encouraged to utilize debt financing to optimize their capital structure, ensuring that the return on investment exceeds the cost of borrowing [4]. Group 3: Wealth Transfer and Tax Strategies - The article explains the strategy of leaving wealth to heirs without incurring taxes, as heirs benefit from a step-up in basis, effectively resetting the capital gains tax liability [5]. - Entrepreneurs are advised to consider trust structures and family funds to legally minimize tax burdens during wealth transfer, ensuring the continuity of family wealth [5]. Group 4: Income vs. Capital Gains - A key distinction is made between labor income, which is subject to higher tax rates, and capital income, which can be managed to incur lower tax rates through strategic planning [6]. - Amazon's global effective tax rate is noted to be as low as 1% to 12%, achieved through tax credits and strategic profit allocation to low-tax jurisdictions [6]. Group 5: Tax System Insights - The article concludes that the tax system primarily targets income tax rather than wealth tax, allowing the ultra-wealthy to structure their finances in a way that minimizes taxable income [7]. - Entrepreneurs are urged to study wealth management principles and leverage tax policies and financial instruments to enhance wealth accumulation and protection [7].
“关税大限”倒计时,全球市场怎么走
Di Yi Cai Jing· 2025-08-01 03:57
Group 1 - The U.S. government has implemented "reciprocal tariffs" ranging from 10% to 41% on various countries, impacting market sentiment and leading to declines in major stock indices across Asia-Pacific [1] - The South Korean stock market has been particularly affected, with the composite index dropping nearly 4% due to both the tariff impacts and the government's plan to increase capital gains tax [7] - Japan's officials are closely monitoring the effects of U.S. tariffs on their economy, with expectations of potential pressure on exports and overall economic performance [4] Group 2 - The South Korean government has proposed a comprehensive tax reform that includes raising corporate tax rates and expanding the capital gains tax, which is expected to increase annual tax revenue significantly [7] - Despite the negative market reactions, some analysts believe that recent trade agreements with the EU, Japan, and South Korea may mitigate the impact of the tariffs, suggesting that the tariff levels could be renegotiated in the future [6] - The Japanese central bank is maintaining its current interest rates but is open to future increases, indicating a cautious approach to economic conditions influenced by U.S. trade policies [4]
韩国股市领跌亚太,日元、韩元对美元跌破关键点位!“关税大限”倒计时,全球市场怎么走
Di Yi Cai Jing· 2025-08-01 03:45
Group 1: Market Reactions to Tariffs - The countdown to the "tariff deadline" has impacted stock indices, with major US indices declining and Asian indices opening lower [1] - The Nikkei 225 index fell by 1%, while the Korean Composite Index dropped over 2%, reaching a near 4% decline at one point [1] - The MSCI Asia-Pacific index (excluding Japan) decreased by 0.7%, with a cumulative drop of 1.8% for the week [1] Group 2: Japan's Economic Concerns - Japanese officials expressed concerns about the potential pressure on the economy due to US tariffs, with Finance Minister Taro Aso stating the need for analysis [3] - The Bank of Japan maintained its current interest rates but indicated the possibility of a rate hike later in the year [3] - Japan's government is closely monitoring the impact of US tariffs on exports and overall economic performance [3] Group 3: India's Tariff Situation - The US government announced a 25% tariff on Indian goods starting August 1, prompting India's Commerce Minister to assert the country's commitment to protecting its national interests [4] Group 4: South Korea's Tax Reforms - South Korea's government plans to increase capital gains tax, contributing to a significant drop in the Korean stock market, with the Composite Index falling nearly 4% [5][6] - The proposed tax reforms aim to raise an additional 82 trillion won (approximately $59 billion) over five years, marking the largest increase in recent years [5][6] - The reforms are intended to shift towards a new growth model, but experts warn that increased corporate taxes may burden companies already facing tariff pressures [6] Group 5: Currency Movements - The US dollar is set to record its first monthly increase of the year, with the dollar index rising by 2.5% to its highest level in two months [7] - The yen has depreciated significantly, with the dollar rising to 150.76 yen, marking a 5% increase in July, the largest monthly gain since December 2024 [8] - The depreciation of the yen raises concerns about import inflation in Japan, potentially impacting consumer spending and prompting the Bank of Japan to consider earlier rate hikes [8]
【真灼财经】中美下周初会谈,拟延长关税休战期;境外资本减持中国国债
Sou Hu Cai Jing· 2025-07-23 03:37
Group 1 - The U.S. Treasury Secretary Bessent announced that the U.S. and China will hold the third round of trade negotiations in Sweden next week, discussing the extension of the tariff "truce" and other broader issues [2][11] - The U.S. stock market's S&P 500 index reached a record closing high, driven by investor focus on recent and upcoming corporate earnings reports and signs of progress in U.S.-China trade talks [3] - The Hang Seng Index has seen a year-to-date increase of 25.27%, the second highest among major Asian markets, following South Korea [11] Group 2 - The U.S. 10-year Treasury yield decreased by 0.77% to 4.3440, reflecting a year-to-date decline of 4.66% [5] - The international monetary fund indicated that domestic policies in the U.S. and China have exacerbated global economic imbalances, and Trump's tariff actions have not resolved this issue [6] - As of Tuesday, southbound funds have net purchased Hong Kong stocks close to last year's total level, indicating strong foreign interest [11]
买美股的人,要小心了
大胡子说房· 2025-07-12 04:32
Core Viewpoint - The article discusses the recent tax notifications for individuals trading Hong Kong and US stocks through overseas accounts, indicating a shift in fiscal policy aimed at addressing tax revenue and guiding capital flow [2][3][5]. Group 1: Taxation on Overseas Accounts - Many users trading Hong Kong and US stocks through overseas accounts have received tax notifications this year, particularly those with significant trading volumes [3][4]. - The government aims to fill a fiscal gap by taxing capital gains from overseas accounts, which has been a systemic loophole allowing wealth to escape without taxation [6][8][10]. - The global norm for capital gains tax ranges from 20% to over 50%, and the absence of such a tax in the past has led to substantial revenue losses for the government [7][9]. Group 2: Capital Flow Guidance - The introduction of a 20% individual income tax on overseas account traders is intended to discourage capital flight and encourage investment within the domestic market [11][18]. - There is a clear distinction between traders using overseas accounts and those using the Hong Kong Stock Connect, with the latter exempt from this tax until 2027 [14][16]. - The government aims to retain domestic capital by making it less attractive to invest overseas, as funds that leave may not return [19][21]. Group 3: Market Dynamics - The article suggests that the future performance of the A-share market and Hong Kong stocks depends on the willingness of domestic savings and offshore RMB to flow back into these markets [20][22]. - Recent policies aimed at regulating the capital market, including new quantitative trading rules, are expected to support market stability and growth [30][32]. - The A-share market has recently stabilized above 3400 points, indicating potential upward momentum, although individual stock performance may vary [33][34].
买美股的人,要小心了
大胡子说房· 2025-07-08 12:24
Group 1 - The article discusses the recent news regarding taxation on overseas accounts trading Hong Kong and US stocks, indicating that many users have received tax notifications this year [3][5] - It highlights that large traders, defined as those with annual trading amounts exceeding 30 million HKD, have been notified, while others with balances over 6 million HKD or trading over 12 million HKD may also be affected [4][10] - The article identifies two main reasons for the sudden tax imposition: to supplement fiscal revenue and to guide the flow of funds back to the domestic market [6][11] Group 2 - The article explains that the global norm is to tax citizens on labor and investment income regardless of location, with capital gains tax rates typically ranging from 20% to over 50% in some countries [7][9] - It emphasizes that the lack of taxation on overseas capital gains has created a systemic loophole, leading to significant fiscal losses for the government [8][10] - The article notes that the new tax policy aims to discourage capital outflow by making it less attractive for domestic investors to trade overseas [12][18] Group 3 - A distinction is made between traders using overseas accounts and those using the Hong Kong Stock Connect, with the latter exempt from the new tax until 2027 [14][16] - The article suggests that the government aims to retain domestic investment by making it more costly to invest through overseas accounts [17][18] - It mentions that the offshore RMB volume has grown significantly, reaching nearly 3 trillion, partly due to capital flowing out through Hong Kong [19] Group 4 - The article posits that the future of both the A-share market and Hong Kong stocks depends on whether domestic capital is willing to enter the market [20][22] - It states that if 1 trillion RMB returns to the A-share market, it could push the index to 3,500 points, while a similar amount could help Hong Kong stocks reach 30,000 points [21][23] - The article concludes that recent policies aimed at regulating and developing the capital market are expected to positively impact market conditions [29][32]
埃及内阁考虑对资本利得税作出调整
news flash· 2025-06-04 17:09
Core Viewpoint - The Egyptian cabinet is considering adjustments to the capital gains tax, which may impact investment dynamics in the country [1] Group 1 - The potential changes to the capital gains tax are aimed at stimulating investment and improving the overall economic environment in Egypt [1] - Adjustments to the tax structure could attract foreign investors and enhance local market participation [1] - The discussions reflect the government's ongoing efforts to reform the tax system and boost economic growth [1]