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一 | 本篇评级为★★★,主要围绕以下内容展开:
1、国际市场修复,哪类资产最受益?
2、聊聊消费和券商板块的最新动向
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1、国际市场修复,哪类资产最受益?
最近两个交易日,全球股票市场出现了反弹,这是一个非常明显且重要的迹象。以美国股市为首,上周五美股上涨约2%,带动了股指期货以及香港恒生指数期货同步反弹,形成了一轮不错的修复行情。 New Delhi, Oct 21 (UNI) Pakistan must continue to take credible action against terrorism and terror financing and the world community should remain clear about that, India said on Friday reacting on the FATF's decision to take off the country from its grey list.
In response to media queries in this regard, Ministry of External Affairs spokesperson Arindam Bagchi said: "It is in global interest that the world remains clear that Pakistan must continue to take credible, verifiable, irreversible and sustained action against terrorism and terrorist financing emanating from territories under its control."
"We understand that Pakistan will continue to work with the Asia Pacific Group on Money Laundering (APG) to further improve its Anti Money Laundering (AML) /Counter Terror Financing (CFT) system," Bagchi said.
"As a result of FATF scrutiny, Pakistan has been forced to take some action against well-known terrorists, including those involved in attacks against the entire international community in Mumbai on 26/11," the spokesperson added.
The Financial Action Task Force,
a global watchdog to combat money laundering, terror financing and other related threats, on Friday said that Pakistan is no longer subject to FATF's increased monitoring process.
It said that Pakistan would continue to work with APG (Asia/Pacific Group on Money Laundering) to further improve its AML/CFT (anti-money laundering and counter-terrorist financing) system.
FATF said, "Pakistan has strengthened the effectiveness of its AML/CFT regime and addressed technical deficiencies to meet the commitments of its action plans regarding strategic deficiencies that the FATF identified in June 2018 and June 2021."
Reacting to the decision, Pakistan Prime Minister Shehbaz Sharif tweeted: "Pakistan exiting the FATF grey list is a vindication of our determined and sustained efforts over the years. I would like to congratulate our civil & military leadership as well as all institutions whose hard work led to today's success. Aap sab ko bohat bohat Mubarak."
UNI ASU GNK。这是否意味着下周国内市场和港股市场有望继续兑现这一积极趋势?我们结合最近两天发生的其他重要消息,一起来分析一下。
上周五美股及欧洲市场大幅反弹,背后有两个关键原因:其一,市场看到最新公布的实体经济数据并没有此前担忧的那么糟糕;其二,投资者在冷静下来后,正如我们之前所提到的,对即将于5月上任的新美联储主席进行了重新、更理性的评估。
此前市场之所以恐慌,是因为担心这位新主席是鹰派人物,会收紧流动性——这对全球风险资产而言具有明显的“灭火”效应。但近期市场经历了一次心理上的反向调整:既然此人是由特朗普提名上任的,那他很可能只是“披着老鹰皮的鸽子”。于是,投资者不再提前自我吓唬,在连续下跌之后,市场自然出现了修复性反弹。同样跟随股市反弹的还有数字货币和黄金。这一轮反转预计将在下周对港股市场起到稳定作用——毕竟港股与海外市场联动更为紧密,通常呈现较高的正相关性。
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