Blackstone secured loan fund will issue 300 million USD 5.350% unsecured notes at a fixed price, with a maturity date of 2028.Morgan Stanley upgraded the rating of Jingao Technology to over-allocation, with a target price of RMB 27.36. Tongwei shares will be upgraded to overweight with a target price of RMB 39.53.Brazil raised the benchmark lending rate by 100 basis points to 12.25%. Brazil's central bank expects the next two meetings to raise interest rates by the same amount.
Bank of Brazil: The Committee has been paying close attention to how recent financial developments affect monetary policy and financial assets.The rate of return of the money fund has reached a record low. Since December, the rate of return of the money fund has continued to decline. The annualized rate of return of Tianhong Yubao Money Fund, the largest, fell below 1.27% on the 7th, hitting a record low. According to industry insiders, the recently released "Self-discipline Initiative on Optimizing the Self-discipline Management of Non-bank Interbank Deposit Interest Rate" has a great impact on the Monetary Fund, and the superimposed interest rate is at a low level, and the yield of the Monetary Fund may continue to decline. As the income decreases, funds will look for new directions for allocation. Wang Menghan, an analyst at Zheshang Securities, said that compared with similar products, the advantages of money funds are tax exemption, liquidity and stable net value. Among them, for institutional customers, there are still tax exemption and liquidity demands, so there is little demand for reducing the holdings of money funds. However, for non-institutional investors, because the stability of the net value of the money fund will be obviously weakened, there is a demand to reduce the holdings of the money fund. (SSE)Securities Daily: Vigorously boosting consumption is the focus of the current macro policy. The article said that consumption is the ballast stone for stable economic operation. However, we must also see that residents' consumer confidence still needs to be enhanced. Therefore, it is necessary to take multiple measures simultaneously, constantly consolidate the foundation of consumption growth, enhance residents' willingness and ability to consume, and promote the sustained recovery of the consumer market. First, increase residents' income through multiple channels and improve their spending power. Second, further support the trade-in of consumer goods. Third, promote the upgrading and expansion of service consumption. Promoting consumption is the main starting point for expanding domestic demand, and boosting consumption is the focus of macroeconomic policy. We firmly believe that with the continuous efforts of various policy initiatives, consumer confidence will continue to increase and consumption potential will continue to be released.
Trump's NASA candidate called his future SpaceX mission a "question mark". On Wednesday, Jared Isaacman, a billionaire in science and technology, who was selected by President-elect Trump, said that his planned private astronaut mission with Musk's SpaceX company "is still a question mark and may be put on hold for the time being" because he is going to enter the government department to lead NASA.Morgan Stanley upgraded Dahua's rating to parity, with a target price of RMB in 19 yuan. Andy Meng, an analyst at Morgan Stanley, had a low rating. The target price is 19 yuan RMB, which is up by 12%.Japanese enterprise survey: Enterprises believe that Trump's next presidential term will have a negative impact on the business environment, and 60% of Japanese enterprises expect that the trading range of USD/JPY will be between 140 and 150 by 2025. Half of Japanese companies expect higher profits in the next fiscal year.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14