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China Railway Construction Completes Share Repurchase of 28.812 Million Shares

China Railway No.23 Bureau Group Wins Bid for Phase 1 of Tianjin Binhai Zhongchu Logistics Park Smart Cold Chain Project

China Railway Construction Discloses 4th Quarter of 2025 External Guarantees

China Railway Construction Repurchases A-Shares to Reduce Registered Capital

China Railway Construction Corp. Wins Major Projects Worth Approximately 4.329 Billion Yuan

China Railway Construction undertakes Hainan Commercial Space Launch Site No.2 Launch Position

China Railway Group signs new contracts worth 1165.98 billion yuan in Q4 2025

China Railway Fifth Bureau Suspended for 180 Days for Violation

China Railway Construction Announces Share Repurchase Program

China Railway Construction Corporation Repurchased 7.3646 Million Shares

Hainan Corp Regal International Trade Co., Ltd. Founded by China Railway Corp Indirectly Holding 100% Equity

Shenwan Hongyuan initiates coverage of China Railway Construction with an 'Overweight' rating

China Railway Seventh Bureau Group (Xiongan) Engineering Co., Ltd Established

China Railway South China Land Acquisition in Futian Meilin Area

China Railway Group Repurchased 54.7233 Million A-shares for 153 Million Yuan

China Railway Container Co. Leads Formation of Eurasia Connect Holding Co.

UBS Research Report: China's Infrastructure Investment Growth Outlook and Key Firm Ratings

China Railway Group Announces Share Repurchase

Five Development Sites in Xi'an Auctioned Off, Acquired by China Railway, Poly, and Others

China Railway Construction Acquires Minority Equity in Multiple Subsidiaries to Enhance Control

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The ongoing conflict in Iran is impacting emerging markets, a favored investment area for Wall Street. Despite a recent influx of $12.6 billion into emerging-market stocks and bonds, concerns are rising due to escalating oil prices and a stronger US dollar, which could hinder economic growth in import-reliant countries. JPMorgan Chase has downgraded its recommendations on emerging-market assets amid this uncertainty, reflecting a cautious outlook for the asset class.

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Iran conflict puts the emerging-markets revival to the test

MSCI Emerging Markets Currency Index fell 1.5% this week, while the MSCI Emerging Markets Stock Index dropped approximately 7%, both marking their worst weekly performance since March 2020

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Muncy Columbia Financial reported 2025 earnings with total interest and dividend income of $88.0 million and net income of $24.2 million, resulting in earnings per share of $6.85. Net interest income increased to $60.6 million due to higher margins and lower borrowing costs. Non-interest income remained flat at $10.4 million. The company experienced a 4.6% growth in gross loans, driven by residential and commercial mortgage demand, while strategic shifts in deposits reduced reliance on short-term borrowings.

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Muncy Columbia Financial 10-K: $88.0M Interest Income, $6.85 EPS

EEMS

Emerging market equity funds have seen significant declines this month due to investors reducing risk exposure amid the escalating Iran conflict. Funds focused on countries like Pakistan, Chile, and Saudi Arabia were notably affected. The MSCI emerging markets index dropped over 6% this week, contrasting with smaller declines in global indices. Inflows into these funds slowed to $5.8 billion, the lowest in seven weeks. Goldman Sachs suggests that if disruptions are brief, earnings impacts may be limited, but warns of correction risks due to high valuations.

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GRAPHIC-Emerging market equity funds slide as Iran conflict sparks selloff

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Fitch Ratings has indicated that the ongoing conflict involving Iran is introducing new credit risks for emerging market sovereigns. The geopolitical tensions are worsening existing vulnerabilities in these economies, which may affect their creditworthiness. Investors are advised to monitor the situation closely, as it could have broader implications for global financial stability. Fitch emphasizes the need to assess the economic and fiscal impacts on affected countries and the potential shifts in investor sentiment due to the ongoing tensions.

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Fitch Ratings: Iran Conflict Introduces New Credit Risks for Emerging Market Sovereigns

Emerging market currencies fell to an intraday low due to escalating tensions between the U.S. and Iran, following President Trump's comments that no agreement would be reached unless Iran surrenders. This geopolitical uncertainty has increased volatility in foreign exchange markets, negatively impacting investor sentiment and market stability.

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Emerging Market Currencies Hit Intraday Low Amid U.S.-Iran Tensions

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Brazil's industrial production rose 1.8% in January, exceeding expectations of a 0.7% increase, according to IBGE. This marks the strongest growth since June 2024, despite high interest rates. Year-on-year, production grew 0.2%, contrary to forecasts of a 0.7% decline. While the rebound offsets previous declines, caution remains due to investment weakness and political uncertainty, as noted by Pantheon Macroeconomics. Brazil's central bank, maintaining high interest rates to combat inflation, may begin easing in March.

- Brazil's industrial production unexpectedly grew by 1.8% in January, as reported by government statistics agency IBGE, despite high interest rates impacting the economy.  
- This growth marks the largest increase since June 2024, contrasting with expectations of a 0.7% rise and a previous month's decline.  
- However, Andres Abadia, Chief Latin American Economist at Pantheon Macroeconomics, warns that investment weakness and political uncertainty pose downside risks, even as potential benefits from monetary easing and upcoming elections arise.

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Brazil's industrial output beats expectations in January

The escalation of the situation in Iran has triggered a flight to safety, with global funds withdrawing from Asian emerging markets at the fastest pace in four years, with a net outflow of approximately $11 billion this week. Due to Asia's heavy reliance on Middle Eastern energy, rising oil prices threaten the inflation outlook, leading to a reversal of the "sell U.S. buy Asia" trade, causing the MSCI Asia-Pacific Index to record its largest single-week decline in six years. Institutions such as Morgan Stanley have shifted to a defensive stance, downgrading ratings for countries like India. Under the dual pressure of stock and currency declines and deleveraging, the market is re-pricing the supply chain risk premium of Asian assets

- Global funds are withdrawing from Asian emerging market stocks at the fastest pace in four years, with approximately $11 billion sold this week alone.  
- This outflow, driven by heightened risk aversion due to the escalating Iran conflict, has led to a substantial drop in regional stock markets, notably a 6% decline in the MSCI Asia-Pacific Index.  
- Analysts have adjusted their outlooks, with Morgan Stanley adopting a cautious stance on Asian equities, reflecting concerns over reliance on Middle Eastern oil amidst rising supply chain risks.

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Global funds accelerate withdrawal from Asia, with a weekly sell-off of $11 billion, the highest in four years

Emerging market assets are set for their steepest weekly decline since the COVID-19 pandemic, driven by the ongoing conflict in the Middle East, particularly between the U.S.-Israel and Iran. Stocks fell 0.2% and currencies dropped 0.3%, with Hungary's forint facing its worst week in nearly two years. The conflict has heightened demand for safe havens, strengthening the dollar and pressuring EM currencies. Despite geopolitical tensions, inflows into EM funds remain strong, indicating continued investor interest in emerging markets.

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EMERGING MARKETS-EM assets set for steepest weekly decline in six years as Iran conflict rattles markets

Increased geopolitical risks from renewed military action in Iran have negatively impacted emerging market (EM) credit, as reported by ING Group. The spike in energy prices, with Brent crude surpassing $85 per barrel, has created a divide between EM exporters and importers, leading to higher inflation for large importers. Countries like North Macedonia, Turkey, and Zambia are particularly vulnerable. While oil exporters may benefit, regional security risks could offset these gains. Overall, risk-off sentiment and a strong dollar are challenging EM credit markets, reversing recent positive trends.

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Iran tensions, oil price spike rattle Emerging Market credit

Overseas investors are withdrawing funds from emerging Asian stocks at the fastest rate in nearly four years due to the escalating conflict in Iran. This week, global funds sold a net US$11 billion in shares, with record outflows from Taiwan, South Korea, and India. The MSCI Asia Pacific Index has dropped over 6%, marking its largest loss in almost six years. This shift reverses the trend of 'Sell America, Buy Asia,' as investors reassess risks related to the dollar and inflation amid rising oil prices.

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Global funds pull money from Asia at fastest pace in four years on Iran war

Emerging market stocks and currencies faced their steepest weekly decline since the pandemic, driven by oil price surges and geopolitical tensions in the Middle East. The MSCI EM index dropped 6.5%, while currencies fell 1.4%. South Korea and Thailand experienced significant losses, with South Korea's Kospi down 11.4%, its worst in six years. The dollar gained 1.4% amid safe-haven demand, and Brent crude prices rose over 15%. Analysts noted that emerging markets were vulnerable to a downturn despite previous strong performance.

EMERGING MARKETS-Oil shock, war risk drag Asian FX, stocks to worst week since 2020

Emerging-market equities and currencies are facing their largest weekly drop since the peak of the pandemic in 2020. Bloomberg posted on X, highlighting the substantial downturn in these markets. The decline is attributed to various economic pressures and uncertainties affecting global financial stability. Analysts are closely monitoring the situation as investors react to the shifting economic landscape. The downturn has raised concerns about the resilience of emerging markets amid ongoing global challenges. Market participants are advised to stay informed and cautious as the situation develops.

Emerging-Market Equities and Currencies Experience Significant Weekly Decline

Emerging markets are facing significant challenges due to geopolitical tensions in the Middle East, leading to substantial cash outflows and declines in currencies and stocks. Despite this, some investors believe that strong economic fundamentals may allow for a recovery. JPMorgan and Citi have adjusted their positions on emerging market assets, but veteran investors remain optimistic about potential rebounds. The main concern is rising oil prices, which could impact global inflation and growth. However, some Latin American exporters may benefit from higher prices, and emerging market equities are still seen as undervalued compared to developed markets.

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Analysis:Down but not out: Emerging markets could endure Middle East shocks, investors say

EEM technicalsEEM continues trading inside the steep trend channel that has been in place since the Liberation Day lows, but the latest move lower has been aggressive. We reversed right in the upper part of the channel and are now trading around the 50-day moving average. Channel support comes in slightly lower, around the $58 level, while the 100-day moving average sits further down near $56.5.

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UBS has downgraded its rating on US stocks to neutral allocation while maintaining an overweight on emerging market equities. The bank pointed out that the US market faces multiple risks, including low operating leverage, downside risks for the dollar, lackluster buyback yields, and high valuations. The strategy team stated that the drawdown of the US market relative to the global market is the largest in nearly 15 years

UBS downgrades US stock ratings, warning of multiple risks including policy and valuation

SPDR S&P Em Mkt Dvd(EDIV.US)

Iran conflict puts the emerging-markets revival to the test

MSCI Emerging Markets Currency Index fell 1.5% this week, while the MSCI Emerging Markets Stock Index dropped approximately 7%, both marking their worst weekly performance since March 2020

Muncy Columbia Financial 10-K: $88.0M Interest Income, $6.85 EPS

GRAPHIC-Emerging market equity funds slide as Iran conflict sparks selloff

Fitch Ratings: Iran Conflict Introduces New Credit Risks for Emerging Market Sovereigns