Multi-path exploration of central enterprises to strengthen the top-level design of market value management is expected. Over the past year, central enterprises have actively explored effective paths of market value management, comprehensively used dividends, repurchases, holdings of major shareholders and other means to enhance investment value, and put forward measures such as doing a good job in the main business, strengthening innovative research and development, accelerating the layout of new industries, deepening reforms, and laying a good "combination boxing" to improve quality and efficiency. At the same time, the institutional construction of market value management is also being actively promoted. Many state-owned assets experts analyzed that market value management, as a long-term systematic project in the capital market, depends on the joint efforts of society. It is suggested that the relevant state departments should carry out top-level design of its theoretical connotation, strategic objectives and development path, issue clear plans and guidelines, clarify the responsibilities and tasks of relevant parties, clearly define the red line and bottom line of market value management, continuously unite the consensus of all parties, guide the continuous scientific evolution, and gradually push market value management deeper. (CBN)Pimco tends to reduce its holdings of longer-term US Treasury bonds. The main reason is the rising deficit. Marc Seidner and Pramol Dhawan, managing directors of Pimco, wrote in a report on Monday that they have been "reducing the allocation of longer-term bonds" and prefer short-term US Treasury bonds. As the size of US Treasury bonds soared from $17 trillion before the outbreak to nearly $29 trillion, the concern about the increase in the yield of long-term treasury bonds caused by the increase in US debt has become a flash point in the market. What investors are most worried about is the recurrence of the phenomenon of "bond self-defense forces" in the 1980s and early 1990s, that is, some bondholders aggressively sold US Treasury bonds because of the huge government financial expenditure. Seidner and Dhawan wrote, "It is difficult to predict the sudden reaction of the market to long-term trends. No organized self-defense force is prepared to take action on a specific debt threshold, and changes in investor behavior usually occur over time. " Pimco said that in view of the sustainability of US debt and the impact of potential inflation catalysts on the labor force, the institution hesitated to buy long-term debt.Analysts such as Max Layton of Citigroup predicted in the global commodity outlook in 2025 that there would be a "substantial oversupply" of 1.5 million barrels per day in the second quarter of 2025. The average price of Brent crude oil may be $60/barrel in 2025, and it may be the same level in 2026.
Market information: A man in Pennsylvania, USA, was inquired about the case that the CEO of UNH insurance business was shot and killed in new york City.The United States plans to deploy the "Dark Eagle" hypersonic missile in Europe and Asia, or it is one of the most dangerous decisions. According to a report on the Russian website on the 8 th today, the United States is stepping up the deployment of medium-range and short-range missiles, including the deployment of hypersonic missiles in Europe and Asia. According to reports, the "Dark Eagle" hypersonic missile is still under development, and the United States claims that the missile has a range of about 2,800 kilometers. However, it is reported that the range of the "Dark Eagle" missile can exceed 3,200 kilometers. The United States plans to start deploying this type of missile in Japan before October 2025. In addition, the United States also plans to deploy the Dark Eagle hypersonic missile in Germany in 2026. Scott Ritter, former intelligence officer of the US Marine Corps: The "Dark Eagle" missile system may be deployed to Germany. "Dark Eagle" may be the most unstable situation. It has the ability to strike deep targets in Russia, and it is believed that Russia will also deploy corresponding missile systems in a short time. As long as one mistake, one miscalculation and one misjudgment will lead to missile exchanges. The decision of the United States and Germany to deploy medium-range missiles in Europe is one of the most dangerous decisions made by the United States and NATO. (CCTV)Market information: Salim Ramji, CEO of Vanguard, said: The company has integrated the wealth and consulting business with a scale of 900 billion US dollars into a new business unit, thus accelerating investment and meeting the growing demand.
The Governor of the Turkish Central Bank delivered a speech to the Turkish Foreign Economic Relations Committee.The Israeli army attacked Bint Jubail in southern Lebanon, killing one person. According to the local news agency of Lebanon on the 9th, the Israeli army attacked Bint Jubail in southern Lebanon that day, killing one person and injuring four others. Israeli troops also attacked Tyre in southern Lebanon, causing damage to houses and vehicles. The IDF has not responded to this for the time being. (CCTV)The European STOXX 600 index initially closed up 0.11% at 521.02 points. The euro zone STOXX 50 index initially closed up 0.08% at 4981.43 points. The FTSE Pan-European Excellent 300 Index initially closed up 0.10% at 2068.71 points.
Strategy guide
12-13
Strategy guide 12-13