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X @Bloomberg
Bloomberg· 2025-10-08 12:05
Spain’s top asset manager expects the country’s economy to continue outpacing peers in Europe, boosted by domestic demand and tourism https://t.co/7bh0EEFXfT ...
X @Bloomberg
Bloomberg· 2025-10-03 06:46
Strong domestic demand is enabling India to absorb shocks from global headwinds, Finance Minister Nirmala Sitharaman says https://t.co/t3Ej3MhDxx ...
We're seeing broad-based improvement in China's economy right now: China Beige Book's Leland Miller
CNBC Television· 2025-09-29 11:45
Some new data out this morning providing some new insights into the state of China's economy. Joining us right now is China Beigebook CEO Leland Miller, which is the organization September report actually showing that the Chinese economy is starting to build momentum with every key indicator showing improvement. U Leland, where is the growth. Where's the improvement.How would you characterize it overall. Well, it's it's been an interesting couple of months because the strength is not in one particular place ...
X @Bloomberg
Bloomberg· 2025-09-16 11:50
Government Policy & Economic Stimulus - China announced measures to stimulate domestic demand [1] - The measures focus on promoting consumption of services like sports and entertainment [1]
Global Economic Shifts: China Boosts Tourism and Services, ECB Cautions on Rates, Ford Announces Job Cuts
Stock Market News· 2025-09-16 09:08
Group 1: China’s Economic Initiatives - China is rolling out policies to invigorate service consumption and tourism, including issuing 5-year multiple-entry visas to a broader range of individuals and extending business hours for tourist attractions and museums [2][3][9] - The country aims to expand pilot programs in strategic sectors such as telecommunications, healthcare, and education to attract global capital and open up the economy [3][9] - China plans to promote international sporting events, targeting a total scale of the sports industry to exceed 7 trillion yuan ($982 billion) by 2030, as part of its strategy to make domestic demand the primary engine of economic growth [3][9] Group 2: European Central Bank (ECB) Stance - The ECB is maintaining a cautious approach to future interest rate adjustments, with Governing Council member Scicluna stating that there are no planned cuts, emphasizing a data-dependent approach [4][9] Group 3: Automotive Industry Developments - Ford Motor Company is set to cut 1,000 jobs at its Cologne plant in Germany in early 2026 as part of a broader restructuring effort across Europe, with a total workforce reduction of approximately 4,000 employees by 2027 [5][9]
7月投资明显收缩拖累经济增长
Market Performance - The Hang Seng Index (HSI) closed at 25,270, down 1.0% for the day but up 26.0% year-to-date (YTD) [2] - The HSCEI also fell by 1.0% to 9,039, with a YTD increase of 24.0% [2] - The MSCI China index decreased by 0.3% to 82, with a YTD growth of 26.3% [2] Commodity Prices - Brent Crude oil prices fell by 0.4% to US$66 per barrel, down 9.4% YTD [3] - Gold prices decreased by 0.2% to US$3,330 per ounce, but are up 26.9% YTD [3] - The Baltic Dry Index (BDI) rose by 0.7% to 2,039, showing a significant YTD increase of 104.5% [3] Economic Indicators - China's GDP growth is estimated to have slowed to 4.8% in July from 5.2% in Q2 2025 [6] - Fixed Asset Investment (FAI) showed contraction due to multiple pressures, including adverse weather and property market challenges [7] - Consumption growth moderated in July, with policies shifting focus from durable goods to service consumption [8] Corporate Earnings - Towngas Smart Energy reported a 2% YoY earnings growth to HK$758 million in 1H25, slightly below expectations [10] - The company anticipates a 32% increase in earnings for 2H25 due to higher profits from its renewable business [10] - Shenhua Energy's acquisition of parent assets is expected to be EPS dilutive, with a total book value of RMB90.5 billion for the target assets [17]
X @Bloomberg
Bloomberg· 2025-08-06 01:20
Indonesian stocks are closing in on an all-time high as booming domestic demand offsets a deluge of foreign outflows https://t.co/u4dLfo00QE ...
2025年Q2中国经济与金融市场手册:结构性失衡与增长担忧(英文版)
Sou Hu Cai Jing· 2025-08-05 04:09
Group 1: Core Themes - The report identifies "Tariff War 2.0" as the largest external risk for China in 2025, with cumulative tariff increases peaking at 145% across various sectors including steel, aluminum, and automobiles [1][14][15] - A policy shift since September 2024 is highlighted, focusing on a "three-arrow" approach that emphasizes structural rebalancing, fiscal stimulus, and monetary easing, although the effectiveness of these measures remains limited [1][13][14] - The report discusses the need for innovation and transformation within the Chinese economy, emphasizing the importance of boosting domestic demand, particularly in the service sector [1][13][14] Group 2: Macroeconomic Conditions - GDP growth in the first two quarters of 2025 exceeded targets, but real estate investment remains a significant drag on overall economic performance [2] - Retail sales and consumption are showing signs of divergence, while exports have demonstrated unexpected resilience [2] - Inflationary pressures are present, with deflation risks also being noted, alongside various fiscal and monetary policy measures being implemented [2] Group 3: Long-term Trends - The report outlines a transition from high-speed growth to high-quality growth, indicating a shift in economic focus [2] - It addresses the implications of US-China relations and the potential relocation of global supply chains, as well as the risks associated with China's "Japanification" [2] - An overview of the financial market and the internationalization of the Renminbi (RMB) is provided, reflecting on the broader economic landscape [2]
X @Bloomberg
Bloomberg· 2025-07-25 08:55
Government Finance - China's budget deficit reached a new record in the first half of the year [1] - The increased deficit reflects intensified government efforts to stimulate domestic demand [1]
X @Bloomberg
Bloomberg· 2025-07-19 07:16
China isn't trying to dominate global markets, says Vice Finance Minister Liao Min. “Most production serves domestic demand. Exports respond to foreign interest — not a push for market control.” #China #G20 #Trade https://t.co/ak1pHMRw4m ...