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India's Trade Secretary: India could increase its exports to Russia in sectors such as automobiles and pharmaceuticals.
2025-12-15
India's Trade Secretary: India could increase its exports to Russia in sectors such as automobiles and pharmaceuticals.
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Other News
2025-12-16
The Shanghai Stock Exchange issued a regulatory letter regarding Fosun Pharma's overseas investment in Green Valley Pharma, and the subject of the letter is the listed company.
The Shanghai Stock Exchange issued a regulatory letter regarding Fosun Pharma's overseas investment in Green Valley Pharma, and the subject of the letter is the listed company.
2025-12-15
US Dollar: 1. Fed's Paulson: More focused on employment risks; monetary policy is restrictive. Tariffs may push up costs, but haven't triggered widespread inflation. 2. Fed's Hamak: The Fed's policy is currently near the neutral interest rate; I pr
US Dollar: 1. Fed's Paulson: More focused on employment risks; monetary policy is restrictive. Tariffs may push up costs, but haven't triggered widespread inflation. 2. Fed's Hamak: The Fed's policy is currently near the neutral interest rate; I prefer a slightly more restrictive policy stance. The weaker dollar reflects a "normal" shift in investor sentiment. 3. Fed's Goolsby: More data should be waited for before cutting rates. I expect more rate cuts than the median in 2026. 4. Fed's Schmid: Inflation remains too high; a moderately restrictive monetary policy should be maintained. Pound Sterling: 1. UK economy unexpectedly contracted by 0.1% in October; economic growth has gradually slowed this year. 2. Traders are increasing their bets on easing by the Bank of England, expecting a 60 basis point rate cut by the end of 2026. 3. Bank of England survey: 38% of respondents expect interest rates to rise in the next 12 months. Japanese Yen: 1. It is reported that the Bank of Japan will begin selling ETF holdings as early as January. 2. Sources indicate that the Bank of Japan will pledge further interest rate hikes at its policy meeting this week, but will emphasize that the pace of further hikes will depend on the economy's response to each increase. Some officials believe the neutral interest rate is above 1%. 3. Japanese Finance Minister Satsuki Katayama expressed approval of the Bank of Japan's anticipated interest rate hikes. 4. Chief Cabinet Secretary Minoru Kihara stated that the Bank of Japan's Tankan survey results are consistent with the government's assessment that the economy is gradually recovering. 5. Bank of Japan: Most companies seem to believe that salary increases in fiscal year 2026 should be similar to or the same as in fiscal year 2025. Other: 1. The South Korean won fell to an eight-month low, prompting the South Korean Finance Minister to convene an emergency multi-departmental meeting to discuss countermeasures. 2. South Korea extended its bond market stabilization plan to 2026 to address policy risks and increased bond issuance. 3. On March 15, the special prosecutor's team investigating the martial law incident released its final investigation results, indicting 24 people, including former President Yoon Seok-youl. 4. Reserve Bank of New Zealand Governor Brehman reiterated the policy path for the official overnight cash rate announced in November, noting a slight increase in the likelihood of another rate cut in the near future. 5. The Thai baht strengthened slightly against the US dollar to 31.525, its highest level since June 2021. 6. Thailand's Ministry of Finance stated that the baht's exchange rate is too high and that it has discussed measures with the central bank to address the issue.
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