China Sells and Leaves vs Japan Buys and Expands [3-Minute Brief]

[3-Min Brief 3-Second Summary]
①Investors Leaving China Head to Japan
②Apple Returns to No.1 Market Cap Thanks to 'Vision Pro'
③Hong Kong Stock Market Breaks Psychological Support Level '5000'

MARKET INDEX

- US New York stock market closed mixed near flat as it digests corporate earnings
- Investors watch corporate earnings amid a 'breather' market phase
- Early rate cut expectations somewhat diminished compared to the beginning of the year

Top3 NEWS

■ Investors Leaving China... Making Money in Japan

- Japan's representative stock index Nikkei 225 has already risen 9% this year
- Meanwhile, China's representative stock index CSI 300 has fallen about 6%
- "Investors exiting China are finding opportunities in Japan"

■ Apple Overtakes MS to Regain No.1 Market Cap... 'Vision Pro' Orders Surge

- Apple’s stock rises on tech sector strength... reclaiming the top spot
- Strong pre-sales of mixed reality headset 'Vision Pro' also a factor
- "Apple estimated to have sold up to 180,000 Vision Pro units last weekend"

■ Tesla’s Big Picture of Selling Cheap and in Volume: "Increasing Data to Perfect Autonomous Driving"

- Tesla sold 1.8 million electric vehicles worldwide last year
- Despite slowing EV demand, Tesla’s sales growth rate is 37%
- The secret is price cuts... a move to maintain No.1 market share

Graphic News: Expanding Paternity Leave, "What About the Salary?"

- 40.7% of 'working dads' worry about 'income reduction'... workplace atmosphere is another barrier to parental leave

- Although 80% of ordinary wages are guaranteed... due to caps, actual pay can fall below 50% in many cases

- Government is working on related system improvements but faces various limitations... "Need to encourage corporate participation"

the Chart: Collapsed Hang Seng, Korean ELS Investors Also Crying

- Hang Seng China Enterprises Index fell below the psychological support level of 5,000 during trading

- With ELS products maturing three years ago, total investor principal losses approach 6 trillion KRW

- Hong Kong follows Chinese stock market but is sensitive to US benchmark interest rates... "Negative factors intertwined"

Terms in the News: Middle-Class Chinese Closing Wallets, Trend of 'Special Forces-Style Deposits'

- A method of moving around banks nationwide like special forces to open savings and time deposits with high interest rates

- Real estate crisis causes stock market slump... young generation desperately trying to earn more interest

- Indicates growing number of middle class closing wallets... could be a key variable for China’s economic recovery

Today's Key Schedule

○ Domestic

- 06:00 January Consumer Confidence Index

- 24th KOSDAQ Enics IPO subscription / IPO price 14,000 KRW
- 24th KOSDAQ IBKS No.24 SPAC IPO subscription / IPO price 2,000 KRW

○ Overseas
- 06:30 American Petroleum Institute Weekly Crude Oil Inventory

- 06:45 New Zealand Q4 Consumer Price Index

- 08:50 Japan December Trade Balance

- 09:30 Japan January Manufacturing and Services Purchasing Managers' Index (PMI)
- 18:00 Eurozone January Manufacturing and Services PMI
- 18:30 UK January Manufacturing and Services PMI
- 23:45 US January Manufacturing and Services PMI
- 23:45 Bank of Canada (BOC) Interest Rate Announcement

◇ Lunch & Commute Weather

○ Lowest temperature -12℃(▲1℃) ｜ Highest temperature: -4℃(▲3℃)
○ Precipitation probability Morning 0%｜Afternoon 0%
○ Fine dust Morning Good｜Afternoon Good

OK in 3 minutes, essential time-efficient economic news. Published daily at 8 AM.

This content was produced with the assistance of AI translation services.