-- 週三，日本股市收高，日經225指數上漲。此前，摩根大通將該指數的年底目標從61000點上調至70000點，理由是人工智慧板塊的強勁勢頭以及日圓走軟。 週三，日經225指數上漲0.4%，或236.69點，收在59585.86點。 摩根大通分析師表示，儘管原油價格居高不下，但市場對日經225指數過熱的擔憂超過了日本股市長期成長前景的改善。 週三，該基準指數攀升至歷史新高，逼近60,000點大關，此前該指數從與中東緊張局勢相關的全球拋售潮中反彈。 經濟新聞方面，日本財務省數據顯示，3月日本貿易順差擴大至6,670億日圓，出口增速超過進口增速，對華出口和對美出口抵銷了伊朗衝突導致的中東貿易大幅下滑。 日本央行表示，金融體系保持穩定，但同時指出地緣政治緊張局勢、油價上漲以及房地產、外資和槓桿市場活動等風險正在上升。 企業方面，三菱日聯金融集團（TYO:8306）股價下跌逾1%，此前有報告指出，該公司正考慮提高其計劃中的數位銀行的存款利率，以在速度和成本方面展開競爭。 東京電力公司（TYO:9501）股價上漲約4%，此前該公司獲得47億日圓的新撥款，用於支持正在進行的核事故賠償支付。 加入應用材料公司的 EPIC 平台並開設矽谷研究中心以推進晶片開發後，愛德萬測試公司 (TYO:6857) 股價上漲約 3%。
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International
Visa-Free Travel Lifts Beijing Border Crossings
Beijing saw a 13% year-over-year rise to over 7 million border crossings as of April 26, reflecting China's expanding visa-free access.Foreign entries exceeded 2.3 million by Sunday, jumping 34% from the previous year. About 828,000 foreign arrivals, comprising over 70% of all entrants, entered visa-free or via temporary permits, according to the Beijing General Station of Exit and Entry Frontier Inspection.China's visa-free access now covers 50 countries unilaterally and offers 240-hour transit waivers for 55 nations.
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International
Asia Week Ahead: Central Bank Decisions; Inflation Prints; and Trade Data
For the week ahead in Asia, the economic calendar is packed with major data releases, central bank decisions and inflation updates across the region.Monday brings China's first-quarter industrial profits data, as well as Malaysia's producer prices.On Tuesday, markets will turn to the Bank of Japan's interest rate decision, alongside trade figures from Hong Kong and Macao, and India's March production report.Wednesday features Thailand's central bank rate decision and Australia's closely watched quarterly inflation print, while Thursday brings China's official and private PMI readings.On Friday, Japan's Tokyo core inflation reading will be in focus, along with South Korea's April trade data.Here's what to watch in the week ahead.MONDAY, April 27The week kicked off with the release of China's industrial profits data for the first quarter.The total profits of China's industrial enterprises rose 15.5% year on year to 1.696 trillion yuan during the first three months of 2026, with increases seen in the mining, manufacturing, technology, and chemical industries.A drop in profits was witnessed in the utilities industry, as well as the electricity and heat and agricultural industries, data from the National Bureau of Statistics showed.Singapore disclosed its manufacturing output stats for March, highlighting a 10.1% jump in production thanks to strong growth across almost all clusters.Malaysia's producer prices rose in March for the first time in a year, driven largely by a rebound in the mining sector, according to Trading Economics.Producer prices climbed 1.1% year on year, reversing a 3.4% decline in the previous month.Meanwhile, Taiwan's consumer confidence index edged up to 62.47 in April, rising 0.17 points from March.The uptick was driven by improvements in four sub-indicators, with sentiment on employment opportunities posting the largest monthly gain.A pair of reports covering business and consumer confidence was also due in the Philippines.TUESDAY, April 28Markets will turn their attention to an interest rate decision scheduled in Japan.The upcoming decision could be a complicated one for the Bank of Japan as it grapples with intensifying inflation domestically and the uncertainty surrounding the Middle East, ING said in a preview.While markets broadly expect the central bank to maintain rates at 0.75%, ING said it continues to believe there's a chance the Bank of Japan may hike rates.Japanese unemployment data is also due the same day, with observers expecting the jobless rate to hover around the 2.6% mark, unchanged from the prior month, according to a consensus compiled by Trading Economics.Hong Kong will disclose trade stats for March. According to Trading Economics, the city state's trade deficit could narrow to HK$43 billion from the HK$64.2 billion recorded in February.Macao will similarly release balance of trade figures. The city state's trade deficit could narrow to 9.4 billion pataca in March from 9.9 billion pataca a month prior, Trading Economics forecasted.India's industrial production data for March will also be in the news. A consensus compiled by Trading Economics indicated analysts expect India's industrial production growth to slow to a rate of 4.2% from 5.2% in February.India's manufacturing weakened in March as geopolitical tensions in the Middle East, unstable market conditions, and inflationary pressures impacted output, S&P Global said previously. However, conditions appeared to have improved in April, according to the firm's most recent flash purchasing managers' index release.South Korea's business confidence report for April will be due the same day.WEDNESDAY, April 29Thailand's central bank will meet for its interest rate decision.The Bank of Thailand is seen to hold rates steady at 1% amid softening growth and inflationary pressure due to the conflict in the Middle East, the Wall Street Journal reported.Thailand's March Industrial production data is also expected on the same day.Australia's latest inflation print will be in the news, providing markets with an overview of pricing pressure ahead of the Reserve Bank of Australia's May board meeting.Westpac said it expects to see a 4.2% yearly gain in headline inflation for the March quarter.The quarterly data is likely to affirm for the Reserve Bank of Australia that the underlying inflation pressures are evident in the economy before the escalation of the Middle East conflict in late February, ANZ said in a preview.In Singapore, March import and export prices will be expected, as well as producer price inflation data.THURSDAY, April 30China's manufacturing and services sectors will be in focus as the National Bureau of Statistics releases its monthly purchasing managers' index covering manufacturing, non-manufacturing, and general PMI for April.The release will be accompanied by a private reading on China's manufacturing sector from S&P Global.Economists at ING said they expect official data to show activity dipped back into contractionary territory following the expansion witnessed in March.ING forecasts manufacturing PMI falling to 49.9 and the non-manufacturing PMI dipping to 49.8, and said it expects to see pricing pressure continuing to build in the PMI sub-indices.Taiwan will release its first-quarter advance gross domestic product growth rate, with markets looking for signs of whether the island state's economy can continue posting stellar growth due to its global positioning in high-precision semiconductor production.Researchers at ANZ expect Taiwan's first-quarter GDP growth rate to come in at 11.8%, slowing from the 12.7% rise witnessed in the prior quarter, the Wall Street Journal reported.In Australia, the first-quarter import and export prices data is expected. CommBank said it expects export prices to rise 1.2% while import prices to decline 0.6%, both on a quarter-on-quarter basis.Meanwhile, a confidence report due in New Zealand is likely to show a further deterioration in business sentiment due to the ongoing Middle East conflict, CommBank said in a preview.Further trade data is expected in the Philippines, which could see its trade deficit widen to $4.1 billion in March from $3.68 billion in April, according to Trading Economics.Both South Korea and Japan will release industrial production and retail sales data for March.ING said it expects Japan's industrial production to "rebound quite firmly" during the month. The firm expects industrial output to rise 2.2% year on year from the 0.4% rise witnessed in February.Japan will additionally release a consumer confidence report for April, while a similar release covering business confidence will be due in Singapore.Singapore's first-quarter preliminary unemployment rate will also be released on Thursday.Thailand's February retail sales stats will be due.FRIDAY, May 1Japan's closely watched Tokyo core consumer price index for April will capture headlines, offering markets an early indicator of the overall inflation rate in the country."The Tokyo CPI is expected to rise faster in April, reflecting recent energy price hikes, a weak JPY, solid wage growth, and bi-annual price adjustments," ING said in a preview.South Korea announces April trade data.The country's trade surplus could drop marginally to $26 billion from $26.2 billion a month prior, even as exports show a 50% year on year growth due to robust chip shipments, ING said.A consumer confidence report due in New Zealand could show sentiment weakening further in April and over the coming months amid the Middle East conflict, CommBank said in a preview."As the conflict progresses, overall consumer confidence is expected to continue falling," CommBank said.Neighboring Australia will release first-quarter produce price data.On the activity front, S&P Global releases its PMI reports covering manufacturing activity in Australia and Japan.
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US Markets
CMOC's Profit Almost Doubles in Q1 Amid Potential Ample Supply
CMOC Group's (SHA:603993, HKG:3993) attributable profit almost doubled in the first quarter as it implied ample copper and sulfur supply amid the Middle East conflict.The copper and cobalt producer's profit attributable to shareholders jumped 97% to 7.76 billion yuan from 3.95 billion yuan a year earlier, according to the company's earnings report published on the Hong Kong Stock Exchange on April 24.Earnings per share doubled to 0.36 yuan from 0.18 yuan.Operating revenue climbed 44% to 66.4 billion yuan from 46 billion yuan in the previous year.In a Sunday note, Jeffries recommended that CMOC is a good buy for investors as its first-quarter earnings were "decent," with most of the figures in line with expectations.The company's output of 187,880 tons of copper during the quarter was also in line with Jeffries' estimate.CMOC earned 15.8 billion yuan from the sale of sold 182,177 tons of copper during the period, with the revenue increasing 27% from the same period a year earlier, the company disclosure showed.Jefferies also predict that the company will have sufficient sulfur supply until the third quarter amid the Middle East war affecting global sulfur supply. Besides, CMOC implicated it has copper sufficiency after its TFM mine in the Democratic Republic of Congo received a Class A registration certification from the London Metal Exchange."Stringent cost control remains on the agenda for copper to reduce the potential impact from higher sulfur cost," Jeffries said. "Higher profit contribution from minor metals, e.g. tungsten, also helps to support the bottom line."China has been getting the upper hand when it comes to copper exports as markets began to shift sources for raw materials after the war in Iran started. In an April 9 report, Reuters said copper exports in the first two months of the year soared to 172,000 tons from the year-ago 49,000 tons.However, copper imports slumped 25% to 454,000 tons during the January-February period, the media outlet said.
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