The situation in Russia and Ukraine, which had seen the dawn of peace, has become variable again!
The Ukrainian media released a series of pictures of the atrocities committed by the Ukrainian army against civilians on March 4, according to the Ukrainian central television. After the fermentation of the Bucha incident, Russia requested the United Nations Security Council to hold a meeting on the incident, but was rejected by the rotating chairman of the United Kingdom. The permanent representative of Russia to the United Nations in Bougainvillea said that the event planned by the Russian side to the United Nations headquarters in Bougainvillea on April would be held in New York.
however, before the truth of the matter emerges, Europe has begun to act. Reference News Network reported on April 5 that several European countries expelled Russian diplomats on the same day, according to German news agency Berlin on April 4. At the same time, Moscow threatened to take similar measures to counter it. French European Affairs Minister Clement Beaune said that the EU is likely to implement a new round of sanctions against Russia on Wednesday. “The new sanctions may be passed tomorrow,” he said He added that the EU should also act quickly on imports of natural gas and coal from Russia
Even before the end of the conflict between Russia and Ukraine, disputes between Israel, Sri Lanka, Pakistan and the Korean Peninsula are also beginning to ignite. From the situation of the Treasury bond market, the US 2-year and 10-year Treasury bond yields are upside down, and the upside down trend of 3-year and 30-year treasury bonds has been formed. JPMorgan said the U.S. economy was facing unprecedented risks that prompted him to prepare for possible violent turmoil.
At the same time, Chinese assets have ushered in three positive. First, the risk of China concept stocks weakened. During the holidays, China concept stocks rose sharply; Second, the real estate market has frequently ushered in favorable conditions, and the real estate sector has also been repaired by a large margin; Third, high interest rate stocks, high light, welcome back to the original investment. So, does this mean that A-Shares will gradually stabilize?
Russia Ukraine situation: no one wants to be a loser
According to Reuters, the Ukrainian supreme prosecutor said 410 bodies were found in towns recaptured from retreating Russian troops near Kiev as part of an investigation into possible war crimes.
Ukrainian President Zelensky accused the Russian army of committing genocide, saying that the Ukrainian people were “being destroyed and exterminated”. His comments came after the Ukrainian army liberated the town of Bucha, 23 miles northwest of Kiev, and was destroyed. The mayor of Bucha said Chechen militants took control of the area, killing 300 residents.
However, Russia denies allegations that its troops killed civilians in Bucha. According to China Central Television News, on April 4 local time, Russia’s permanent representative to the United Nations niebinja said at a press conference held at the United Nations headquarters in New York that Russia would submit evidence to the Security Council on April 5 to prove that the Bucha incident was a publicity campaign planned by Ukraine. He also said that Britain, the rotating president of the UN Security Council, rejected Russia’s request for an emergency meeting, which violated the rules of procedure of the Council. On April 4 local time, Russian Foreign Minister Sergei Lavrov said during a meeting with the contact group on the Ukrainian crisis of the League of Arab states that Russia’s second attempt to call for a meeting of the United Nations Security Council on the Bucha incident in Ukraine was unsuccessful.
According to reference news network, on April 4 local time, several European countries expelled Russian diplomats on the same day. At the same time, Moscow threatened to take similar measures to counter it. It is reported that German Foreign Minister Annalena berburke declared 40 Russian diplomats “unwelcome”, which is equivalent to expelling them from the country. According to reports, Russian Foreign Ministry spokesman zaharova said in an interview with Interfax that Russia would respond. The French Foreign Ministry also announced the expulsion of a large number of Russian diplomats, saying their activities ran counter to France’s security interests. Agence France Presse reported that 35 Russian diplomats were allegedly affected. At the same time, Lithuania expelled the Russian ambassador and closed the Russian consulate in its port city of kleipeda. Lithuania also recalled its ambassador to Moscow to return to Vilnius.
French European Affairs Minister Clement Beaune said that the EU is likely to implement a new round of sanctions against Russia on Wednesday. “The new sanctions may be passed tomorrow,” he said He added that the EU should also act quickly on imports of natural gas and coal from Russia.
German Chancellor Olaf Schultz said that Russian President Vladimir Putin and his supporters would “feel” the “consequences” of the Bucha incident on the outskirts of the capital Kiev, where a mass grave and bundled bodies shot at close range were found.
Judging from the current situation, although Russia and Ukraine will still negotiate, it is obviously far from peace. Moreover, various signs show that Ukraine has Ukraine’s insistence, and Russia also has Russia’s plan. No one among them is willing, and no one can bear the name of “loser”. With the passage of time, there are more and more variables in the negotiations between the two sides, such as the Bucha incident. But in fact, it was Ukraine’s ordinary Lbx Pharmacy Chain Joint Stock Company(603883) .
four places dispute
In fact, the world is not peaceful. The conflict between Russia and Ukraine has attracted the attention of the whole world, and disputes in other places are also undercurrent.
The first is Israel. According to guangming.com, from March 22 to 29, Israel suffered three consecutive violent attacks, killing 11 civilians, two of which were related to the extremist organization “Islamic state”. On the evening of March 29, Palestinian President Mahmoud Abbas issued a statement condemning the violent attacks, saying that “the killing of Palestinian and Israeli civilians will lead to further deterioration and instability of the Palestinian Israeli situation.”
Followed by Sri Lanka. Sri Lanka’s stock exchange closed on the 4th and its blue chip index plunged 5.92%. On the 4th local time, when protests broke out across Sri Lanka demanding the resignation of President Gotabaya Rajapaksa, he invited the opposition to join the coalition government. On April 5 local time, the parliament of Sri Lanka held its first meeting since the implementation of the state of public emergency in the country. The meeting will vote on which political party can obtain 113 or more seats.
The third is Pakistan. According to China Central Television News and Xinmin Evening News, on April 3, Pakistani Prime Minister Imran Khan, who was originally at risk of “stepping down”, thwarted a no confidence motion put forward by the opposition coalition. Then, Pakistani President Arif alvi announced the dissolution of the national assembly and a new round of general elections will be held within 90 days. On April 4 local time, Pakistani President Arif alvi has written to Prime Minister Imran Khan and opposition leader shabaz Sharif to seek the proposal of appointing Pakistan’s caretaker prime minister.
It can be said that the political game in Pakistan has just begun.
The fourth is the Korean Peninsula. According to the global times, the Korean Central News Agency reported on the 5th that Kim woo Jung, Deputy Minister of the Central Committee of the Korean workers’ party, warned on the 4th that if South Korea chooses to engage in military confrontation with North Korea, the DPRK “nuclear combat forces will have to perform their own tasks”. Kim woo Jung expressed the above views on the remarks made by South Korean Defense Minister Guan on the 1st to implement the so-called “pre emptive strike” against North Korea.
Including the conflict between Russia and Ukraine, the United States is indispensable in these five places. At present, the global pattern is undergoing a new round of in-depth reshuffle. With the rise of global resource prices, some regions are bound to turn to the United States for help and dependence.
China’s three asset advantages
In fact, the United States itself is not without weaknesses. The US 2-year and 10-year Treasury bond yields are upside down, and the upside down trend of 3-year and 30-year treasury bonds has taken shape. This is often a sign of recession.
Jamie Dimon, chief executive of JPMorgan Chase & Co., said the US economy was facing unprecedented risks that prompted him to prepare for possible violent turmoil. The Russian Ukrainian war may work together with rising inflation to slow down the recovery process of the US economy after the epidemic and change the global alliance in the coming decades. Dimon warned that the Fed might raise interest rates to “much higher than market expectations”. The Federal Reserve began to raise interest rates last month and sent a signal that it will raise interest rates several times this year. It may also raise interest rates by 50 basis points at the next policy meeting instead of the usual 25 basis points.
However, with the evolution of the situation, China’s assets have recently ushered in three major advantages.
First, China concept shares ushered in a heavy pound. China’s Jinlong index soared more than 7% on Tuesday night. On April 2, in order to support enterprises to go overseas for listing in accordance with laws and regulations, improve the standardization of confidentiality and archives management in the process of overseas securities issuance and listing, and promote the deepening of cross-border regulatory cooperation, the CSRC, together with the Ministry of finance, the state security administration and the state archives administration, revised the provisions on strengthening confidentiality and archives management related to overseas securities issuance and listing, The regulations on strengthening confidentiality and archives management related to overseas securities issuance and listing of domestic enterprises (Draft for comments) have been formed.
Second, the real estate has been favorable. Recently, several cities canceled the interest rate restriction policy. Dongguan also has positive results in land supply, social security and new house prices. According to the statistics of Zhongyuan Real Estate Research Institute, since this year, more than 60 cities have issued stable property market policies, including Fuzhou, Zhengzhou, Harbin, Qingdao and other hot cities. These loose policies include: direct subsidies for house purchase and house purchase preferences including the three child policy; Loose provident fund policy; Reduce the proportion of down payment for the first house, etc.
Third, the exposure rate of high interest rate stocks has increased recently. Recently, high dividend stocks have gradually become the backbone of the market. The early stage is China Shenhua Energy Company Limited(601088) , and the recent stage is Shanxi Zhendong Pharmaceutical Co.Ltd(300158) . These stocks have performed very well. From the trend of bank stocks, we can also see that the market’s pursuit of high interest rate stocks has gradually heated up. The reason why it is good to increase the exposure rate of high interest stocks is that these stocks have performance and are basically blue chips. The stability of these stocks is conducive to the stability of the market, which is also one of the fundamentals of investment.
