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South Korea's presidential chief of staff urged funds to invest in future growth drivers and to address K-shaped polarization.

2026-07-05

South Korea's presidential chief of staff urged funds to invest in future growth drivers and to address K-shaped polarization.

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2026-07-05

CPCA secretary-general Cui Dongshu said on July 5 the recent adjustment to vehicle-and-vessel tax for energy‑saving and new‑energy vehicles is a landmark step toward implementing parity between fuel and electric vehicles and marks the new‑energy sect

CPCA secretary-general Cui Dongshu said on July 5 the recent adjustment to vehicle-and-vessel tax for energy‑saving and new‑energy vehicles is a landmark step toward implementing parity between fuel and electric vehicles and marks the new‑energy sector’s move from policy support to market‑based maturity via tax optimization. He said the reform favors full electrification, aligns with the auto industry’s long‑term high‑quality and market‑balanced development, and that parity should be implemented by calibrating taxes to technical attributes, emissions and usage scenarios to match responsibilities and ensure fair tax burdens rather than by blunt equalization.
2026-07-05

China International Capital Co (CICC) says after global inventory builds and deep price falls in 2023–25, 2026 could mark a cyclical inflection for agricultural commodities. Price bottoms across categories appear set, creating an easier-to-rise-than-

China International Capital Co (CICC) says after global inventory builds and deep price falls in 2023–25, 2026 could mark a cyclical inflection for agricultural commodities. Price bottoms across categories appear set, creating an easier-to-rise-than-fall dynamic; CICC judges H2 2026 likely lacks a basis for a fresh one-way decline as costs form a floor, supply contraction becomes entrenched, weather may add episodic shocks, and demand opens up. Sector performance ranking: oilseeds and vegetable oils, cotton, natural rubber, sugar > soybeans, corn. Q2 valuations have corrected to reasonable levels; CICC recommends medium-to-long-term buy-the-dip positioning to capture phased recoveries and trend upside.
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