When Trump came to power, ESG investors were disheartened. UBS Wealth Management believed that the concerns were exaggerated. UBS Global Wealth Management Department said that Trump's return to the White House was unlikely to weaken the reasons for ESG investment. Strategists including Amantia Muhedini said in customer reports that although traditional ESG stocks such as solar energy and wind energy were suddenly sold off after Trump won the election on November 5, the long-term demand for continuous investment in areas from renewable infrastructure to electrification will remain strong. "Aside from politics and geopolitics, the economic prospects of renewable energy, electrification and infrastructure are still attractive, and long-term demand is visible ... The fear of Trump's re-election may be exaggerated, and we have seen the value of specific market segments."Market information: The major shareholders of Hershey, an American chocolate manufacturer, will reject the takeover proposal of Yizi International, thinking that the other party's offer is too low.Zelensky, President of Ukraine: NATO membership should cover the whole Ukraine, but the entry criteria can be applied only to the territory controlled by the Ukrainian government at first, and then gradually expanded.
Global Times editorial: China is still the main engine of global trade growth. Statistics recently released by official website of the General Administration of Customs show that the total import and export value of China's goods trade in the first 11 months of this year was 39.79 trillion yuan, up 4.9% year-on-year. Among them, exports reached 23.04 trillion yuan, up 6.7%; Imports reached 16.75 trillion yuan, up 2.4%. This is a further development of China's position as the world's largest country in goods trade for seven consecutive years, and its export accounts for 14.2% of the world's total in 2023, which means that the position of China manufacturing with high "cost performance" in the international production and supply chain continues to increase. The publication of this foreign trade "report card" once again shows the strong resilience and vitality of China's economy. (Global Times)Neil Chapman, senior vice president of ExxonMobil, told analysts that the company's oil production increase will not lead to a decline in oil prices.Spanish Foreign Minister: The two-state solution is the solution to the Middle East issue.
Market information: The major shareholders of Hershey, an American chocolate manufacturer, will reject the takeover proposal of Yizi International, thinking that the other party's offer is too low.The previous crude oil futures 2401 contract closed up 1.28% at 536.70 yuan/barrel. Shanghai Gold closed up 0.64% and Shanghai Bank closed up 0.04%.Xinhua News Agency: The policy "combination boxing" has helped China's economy to improve. The article said that since the beginning of this year, China's policy toolbox has been continuously enriched, and the incremental policy and the stock policy have been superimposed, which has solidly promoted the economic structure to improve and the development trend has continued to improve, forming a joint force to promote high-quality development. "Striving for progress in stability, promoting stability through progress, establishing first and then breaking"-The Central Economic Work Conference held at the end of last year set the tone for the economic development in 2024.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide
Strategy guide