Australia's ASX 200 index narrowed to 0.1%, and the Australian dollar increased. The just released Australian employment data was better than expected.Offshore RMB and Australian dollar rose slightly. Affected by the news, USD/offshore RMB fell 0.1% to 7.2696. AUD/USD rose 0.2% to 0.6381. A foreign exchange trader in Asia said that the small leveraged account that shorted AUD/USD on Wednesday also closed its position. NZD/USD rose 0.1% to 0.5792.The Nikkei 225 index hit a two-month high of 40,000 points, and the Nikkei 225 index hit a two-month high of 40,000 points, up 1.61% in the day.
The law enforcement agencies of China and the Philippines cooperated again to repatriate more than 30 Philippine citizens engaged in offshore gambling in the Philippines. On December 12, the law enforcement agencies of China and the Philippines cooperated again to repatriate more than 30 China citizens engaged in offshore gambling in the Philippines. This is the fourth batch of repatriation between China and the Philippines after the Philippine government announced a total ban on offshore gambling in the Philippines. The Philippine Embassy in the Philippines will continue to strengthen law enforcement cooperation with the Philippine side and promote the orderly repatriation of relevant personnel on the basis of protecting the legitimate rights and interests of China citizens.South Korean President Yin Xiyue: The opposition party tried to paralyze the government. The opposition tried to get me out of office.CICC looks forward to the insurance industry in 2025: investment opportunities may be easy first and then difficult. When CICC looks forward to the insurance industry in 2025, it said that it is expected that the stock market and policy expectations will still be the short-term main drivers of the stock price of the sector. Combined with the low profit base and the possible window period, the investment opportunities in the industry may be easy first and then difficult: the short-term stock market will rise sharply or reproduce the general market, and the investment logic will return to long-term contradictions such as interest rate trends after emotional calm.
Survey: Most Japanese companies expect Trump 2.0 to damage the business environment. According to a survey in Reuters, nearly three-quarters of Japanese companies expect Trump's second US presidency to have a negative impact on the business environment of Japanese companies. The reasons for concern include the planned tariff increase and trade tensions. The manager of a machinery manufacturer wrote in the survey: "It is difficult to predict his policies, which makes it difficult for our client company to make investment decisions"; Although 73% of the respondents said that Trump's second entry into the White House will not have a favorable impact on their business environment, the rest of the respondents expect a positive impact, including the expectation that domestic demand in the United States will expand through tax cuts, and energy and environmental policies may also be revised; When asked what measures they would take if Trump raised tariffs, two-thirds of the respondents said their business strategy was unlikely to change, 22% said they would cut costs, and 8% said they would work hard to expand their cultivation in markets outside the United States.CITIC Securities: The resonance between supply and demand of medical beauty accelerates the space expansion, and the difference in operating ability promotes the evolution of the industry structure. CITIC Securities Research Report stated that the medical beauty industry has both medical and consumption attributes, and the medical attribute has strong product-driven characteristics, while the consumption attribute has high operating ability requirements. The medical beauty botulinum toxin track is also affected by the dual attributes of medicine and consumption: 1) The increase in penetration rate, the acceleration of compliance substitution and the extension of indications have brought about high demand for medical beauty botulinum toxin, and with the recent supply expansion, the industry scale has experienced high growth; 2) The iteration of product innovation is slow, brand barriers are created through marketing, doctors are empowered through direct sales, and control is strengthened to enhance product competitiveness. Recently, a variety of medical botulinum toxins in China have been approved, and the promotion of low-priced products is expected to push up the penetration rate, and enterprises with strong operational capabilities will enter the market or promote the evolution of the pattern.Australia's 3-year government bond yield rose by 10 basis points, and the Reserve Bank of Australia's interest rate cut is expected to cool down.