The new calendar year in China begins with an ordinary note. The CSI 300 Index today is falling 3 percent, Hong Kong HANG SENG is prevailing 2.2 percent. The most precipitating stocks have been found the fair in the manufacturing sector.
Private Caixin PMI survey indicates sentiment falling from 51.5 to 50.5 which fixes a slight decrease in industry activity. If any increase in the country environment is very important in the country environment then industry activity is very important in order to achieve the economic growth targets. However, the past year was not bad for Chinese activities with the yearly growth of the main indices reaching near 20 %. While the best per year per per year the Indian market in the first two trade sessions the NIFTY 50 index rose by 1.3 percent.
Western equities are returning to an increasing path. In the last few days of the year U.S. stocks fell significantly but today the today trades are fixed at about 0.5 percent. European actions also give hope for 2025 years. The ate sandors indicate about 0.8 % increase. After the last year, when the STOXX 600 index increases by only 6 percent . This provides a initiative for city regional actions. This week will not have much relevant data published, but next week investors will be satisfied with the recent inflation data for the euro zone.
How will Europe grow? The Euro zone should grow some more in the year -from 0.8 percent in 2024 to 1.3 percent in the year. What will the region grow strongly in accordance with Germany, the largest European economy in GDP percentage of independent increase, while this is expected in all while a quantitative increase of 0,8 percentage. Expectations are supported that the inflation problem is within its meaning and in 2025 the prices in the euro area are expected to increase by only 1,7 %. We also expect sparse cuts in interest rates in the months until the summer end when the ECB will reduce base interest norms by up to 1,5 percent.
Can the US sustain unprecedented growth? In 2024 the US GDP had to grow by 2.7 percent, in other years we expect a small deceleration to 2 percent. Inflation outside the Atlantic still should remain at a higher level and we forecast that the increase in costs will reach 2.3 percent innextyears.SignificantreductionsinFEDinterestshouldnotbeexpected,wemaintainthebasicscenarioofreductioninthefourthquarter,buttheFEDnowindicatesmoresmallincreases.
What are we looking forward to in 2025years? Politicalstabilityquestionswillnotbebefailedbyinvestors-whetherFranceandGermanywillbe abletocreatestablecoalitionsandwhowillthetheyconstitute?Thecrisiswillreallybringuncertaintiestotheworld.Nowtherevertstoutopiandecisionsandproposals,such as theTakeover ofGreenlandorPanamaChannel.
