Wolf Money(world market review 29 Dec-4 Jan 2026)
Market Summary 29 Dec – 4 Jan 2026
*USA*
-US attacked Venezuela, captured Maduro and his wife; will look to tap Venezuelan oil reserves: Trump
+ Americans applied for jobless claims fell by 16,000 to 199,000 vs previous wk’s 215,000, layoffs at historical low
+ Trump pauses US tariff hike on furniture, cabinets for 1 year
+ US home prices rose by 1.7% YoY in Oct at slowest annual rate >13 years: S&P/Case-Shiller
-US pending home sales saw a monthly jump of 3.3% in Nov, highest in near 3 yrs
-Trump blocked Chinese-controlled HieFo Copr for keeping US$2.92m chip deal with Emcore to protect US interest
-Citigroup expects a loss of >1bn from the sale of its remaining business in Russia
+ Intel completed US$5bn stock sale to Nvidia
+ Meta buys China-founded Singapore based startup Manus in latest move to advance its AI efforts
+ Boeing awarded US$8.6bn contract for F-15 Israel program n US$2.7bn contract for Apache helicopter post-production support services
+ US approved Samsung, SK Hynix chipmaking tool shipments to China for 2026
-Tesla’s global vehicles in 2025 fell to 1.3636m, down by 8.6% YoY, first time overtaken by BYD
+ Elon Musk plans ‘high-volume production’ of Neuralink brain chips, to automate the surgical procedure, will scale brain implants in 2026 as his companies push bold plans in space, Ai n robotics
± Warrant Buffett steps down as Berkshire Hathaway CEO after 60 years
*COMMODITY*
+ Aluminium hits US$3000 first time since 2022 on supply concern
*CHINA*
+ China’s GDP is expected to reach ¥140 trillion in 2025, GDP to expand by about 5%: Xi
+ China state planer approved major projects and investment plans for 2026 totalling US$42bn
+ China’s fiscal policies will be more proactive in 2026, focus on domestic demand, tech innovation n social safety net: finance ministry
+ Chania’s current account surplus hit record high at US$918.7bn in Q3
+ China’s US Treasury holdings fell to US$688.7bn to its lowest in 17 years, 48% lower from peak of US$1.32 trillion in Nov 2013
+ China allocates ¥62.5bn (US$8.94bn) fund for 2026 consumer goods trade-in scheme
+ Cina’s manufacturing sector expanded in Dec for the first time in 9 mths, PMI hit 50.2 in Dec vs 49.2 in Nov: NBS
+ China’s RatingDog General Manufacturing PMI came in at 50.1 in Dec, vs 49.9 in Nov
+ China’s banks will be required to pay interest on e-yuan held in digital wallets from Jan 1
+ China to mandates 50% domestic equipment rule for chipmakers
± China steps up Taiwan military drills with live-fire exercises after US’s US$11bn weapons sale to Taiwan
+ China carried out record 92 space launched in 2025, with multiple breakthroughs
+ China to lower import tariff on resource-based commodities such as recycled black powder for lithium-ion batteries, medical products including diagnostic kits for certain infectious disease
+ China will create several new import and export tariff categories related to robots to boost high-tech trade
+ Shanghai’s Nasdaq-Style Star Market welcomes 600 listed firm; started with 25 companies in 2019
+ China has set new world speed records for 2 different types of magnetic levitation technologies
+ Shanghai will launch and operate China’s first open-source platform aimed at overseas users
+ China’s largest offshore gas field, Deep Sea No. 1 produces 4.5m tonnes oil equivalent in 2025
+ China’s Wingtech may seek US$8bn in damages over Nexperia control dispute: Insider
+ Air China placed order 60 A320neo aircraft valued at US$9.5bn; Juneyao Airlines n Sprin Airlines said would buy 25 A320 n 30 A320neo for US$8.2bn
+ China overtakes Japan as world’s top car sellers
+ BYD overtakes Tesla as world’s biggest EV seller in 2025, sales of battery-powered cars up nearly 28% to 2.26m
+ BYD sold 4.6m new energy vehicles in 2025, up 7.7% YoY, weakest pace in 5 yrs
+ NIO delivers 326,028 vehicles in 2025, up 46.9%, Xpeng deliveries at 429,445, up 126%
+ Chinese AI developer MiniMax launches HK IPO
+ HK stocks made a strong start in 2026 with biggest surge since May last year
+ HK govt said private housing land supply for full financial yr expected to exceed it initial target by 20%
+ TSMC granted annual licence by US to import US chipmaking tools into China; started mass production of most advanced 2nm semiconductor chips
*EUROPE*
-Eurozone manufacturing activity ends 2025 in deeper contraction, HCOB PMI fell to 48.8 in Dec from 49.6 in Nov
-EU moved to extend carbon border tax to cars and auto parts; China warns of counter measures
+ EU recorded positive trade balance with Russia of €1.5bn in Q3 2025
± EU readies tougher tech enforcement in 2026
-German business associations expect job cuts in 2026, with industry hit hardest by global protectionism and weak exports
+ London’s blue-chip FTSE 100 index hit symbolic 10,000 pts mark for the first time
+ Bulgaria became the 21st member of the eurozone currency union on 1 Jan
*AFRICA*
+ Zambia becomes the 1st African country to formally accept China’s yuan for mining taxes and royalties
*ASIA*
+ BoJ policymakers debated need to keep raising interest rates even after a hike in Dec: summary shows
+ Nikkei 225 surged to record high of >52,000 pts in late 2025, driven by strong corporate earnings, weak yen, AI boom, expectations of govt stimulus
+ SoftBank has fulfilled its US$40bn investment commitments to OpenAI: CNBC
+ India’s Nov industrial output grows 6.7% YoY, fastest in 2 yrs
+ South Korea posted trade surplus of US$12.18bn in Dec, largest since 2017, export surpassed US$700bn for the 1st time, the 6th country globally
+ South Korea Manufacturing PMI increased to 50.1 in Dec hitting 3-mth high, vs 49.4 in Nov
+ Indonesia newly signed FTA with EAEU opens path to US$2.56 trillion Eurasian trade bloc
-Thailand foreign tourist arrivals fell 7.23% YoY to 32.97m in 2025, sharpest decline since Covid
+ Vietnam plans to break ground on North-South HSR project end 2026,
+ Malaysia’s S&P Global Manufacturing PMI held at 50.1 in Dec, stays at 18-mth high
+ Sg GDP expanded 5.7% YoY in Q4, driven by biomedical n electronics, lifting full-year GDP to strongest since 2021 to 4.8% in 2025
+ Sg home prices up 0.7% QoQ in Q4, following 0.9% rise in Q3, marked 5th consecutive of growth
± GIC and Tamesek’s investments were flat YoY in 2025 at US$31bn: Global SWF
Contribution by Derek@valueinvestments chat group. Thank you.
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