Category: Flash News

On April 23rd, Ukrainian President Zelensky responded to news related to the US “Russia Ukraine peace plan”. He stated that the current media coverage of the US plan is not a formal proposal, and “you can talk about it in different ways, but this is not a formal proposal for Ukraine. If there is a formal proposal, Ukraine will immediately respond in the form of a formal proposal. In fact, Ukraine has already heard such signals, and the media is also spreading them, and it can be foreseen that such signals will continue to spread in the future.” In addition, Zelensky said that Ukraine has always hoped to quickly achieve a just peace, but once the peace plan involves Crimea and Ukraine’s sovereign territory, this form will transform into prolonging the conflict. Ukraine is unwilling to bear pressure from other conditions without a ceasefire. He specifically mentioned that Ukraine does not want to repeat the previous Minsk and Normandy models. Zelensky believed that in order to truly solve the problem, several key issues must be addressed separately.

On April 23, three directly informed sources reported that US Treasury Secretary Scott Besant stated that if a global shock threatens the economic reforms being pursued by Argentine President Javier Millet, the Trump administration will be willing to provide a specific credit line to the Argentine government. According to informed sources, Besent stated at a JPMorgan event in Washington on Tuesday that as long as Miller continues to implement his economic policies, the US government will be willing to use the Exchange Stabilization Fund (ESF) to support Argentina in the event of an event that is not Argentina’s own fault.

On April 23rd, Federal Reserve official Kashkari stated that Fed policymakers are making the best decisions they can based on data, which is the meaning of independence. Tariffs have at least to some extent caused inflation and slowed down economic growth. The responsibility of the Federal Reserve is to ensure that tariffs do not lead to long-term inflation. The rise in bond yields and the decline in the US dollar indicate that global investors have adjusted their investment preferences. With the elimination of trade uncertainty, all of this could quickly change.

On April 23rd, the Brussels Institute, a think tank of the European Union, recently released a preliminary assessment report on the impact of US tariff policies on the EU economy. The report points out that the current tariff policies implemented by the US government pose a profound challenge to the rule-based global trading system, marking a significant shift in the decades long process of multilateral trade liberalization. The report analyzes the trade relationship between the European Union and the United States in recent years and points out that if the United States and Europe cannot reach an agreement, the impact on the United States will be greater than that on the European Union. The EU can buffer the impact on the most severely affected groups through redistribution policies.

On April 23, Türkiye’s police launched an operation in the western coastal city of Izmir on the 22nd, arresting 13 people suspected of being associated with the extremist organization “Islamic State”. The Izmir Chief Prosecutor’s Office stated that prior to the launch of this operation, it had issued arrest warrants for 15 individuals suspected of being associated with terrorist organizations. Previously, the investigation found that these suspects publicized the “Islamic State” through social media and participated in the fund-raising activities of the organization. On the 22nd, the police arrested 13 suspects in simultaneous raids on multiple locations in Izmir and launched arrests of fugitive suspects. The police also seized a large amount of cash and some gold during the operation. In 2013, Türkiye declared the “Islamic State” as a terrorist organization. Earlier, the organization had carried out several bomb attacks in Türkiye, causing dozens of deaths and injuries. In recent years, Türkiye’s security forces have arrested people associated with the “Islamic State” in many places.

On April 22, a research report by China International Capital Corporation (CICC) pointed out that after the United States announced the imposition of tariffs, there was a rare situation of “three kills” in stocks, bonds, and foreign exchange. In addition to trading factors, fundamentally speaking, the market is pricing “stagflation in the United States” and a “not so bad eurozone”. From January 1971 to the present, there have only been six months in which US stocks, bonds, and remittances have experienced significant declines simultaneously. If US stocks, bonds, and the US dollar do not change significantly in April, April 2025 will be the seventh month since 1971 in which US stocks, bonds, and remittances have all experienced significant declines in a single month. Generally speaking, a combination of asset changes that investors are more adaptable to is the decline in US stocks, the rise in US bonds, and the rise in the US dollar. But if the United States is facing the risk of “stagflation” and other economies can rely on “non American” forces to support fundamentals, then there may be a situation of three kills in US stocks, bonds, and foreign exchange rates.

On April 22, according to the website of the Central Commission for Discipline Inspection and the National Supervisory Commission, in the first quarter of 2025, disciplinary inspection and supervision organs across the country received a total of 834000 petitions and reports, including 231000 reports and accusations. Handle 502000 problem clues. 220000 cases were filed, including 13 provincial-level officials, 1037 department level officials, 8285 county-level officials, and 27000 township level officials; 19000 current or former village party branch secretaries and village committee directors have been registered. Punish 185000 people, including 139000 for party discipline and 60000 for government affairs; Punish 14 provincial and ministerial level cadres, 910 department level cadres, 7216 county level cadres, 23000 township level cadres, 24000 general cadres, and 130000 rural and enterprise personnel.

On April 22nd, stabilizing the stock market is currently the key word in the capital market. The recently held executive meeting of the State Council proposed the concept of “sustained stability of the stock market”, which continues the statements made in important meetings and policies such as the Central Politburo meeting, the Central Economic Work Conference, and the 2025 government work report, reflecting the national level’s care for the stock market. Yan Xiang, Chief Economist of Fangzheng Securities, believes that the proposal of “sustained stability of the stock market” at this point is of great significance. The so-called “equivalent tariffs” imposed by the United States have impacted the global financial market, and China’s various measures, known as the “combination punch,” have quickly and effectively stabilized the stock market. In the future, China’s capital market reform will focus on attracting medium and long-term funds into the market, continuously improving market stability measures, and maintaining stock market stability. The Chinese market is expected to become a global “safe haven” for funds, bringing more certainty to the global market. (Securities Times)

On April 22, data showed that as of 19:00 on April 21, a total of 2323 listed companies on the A-share market had released their 2024 annual reports, and 1773 companies planned to distribute cash dividends, accounting for 76.32%. Many leading companies in the industry plan to heavily distribute dividends. In addition to cash dividends, many companies have announced plans to increase their shares. Industry insiders say that the proposed large dividends by listed companies not only mean financial stability, but also send a positive signal to the market, which to some extent helps to enhance the investment attractiveness of the A-share market. (China Securities Journal)

On April 22, as of the evening of April 21, 357 A-share listed companies have disclosed their first quarter reports for the year 2025. Among them, 337 companies achieved profitability in the first quarter, and 223 companies achieved a year-on-year increase in net profit attributable to the parent company. Through analysis, it was found that listed companies in multiple industries, including consumer electronics and agrochemicals, saw significant performance growth in the first quarter. In addition, many companies have already revealed their expectations and layout for their annual business.