Daily Brief Macro: Global Rates: European rates market update and more

• Market conditions have shifted with increased rates against reduced liquidity, leading to recent sell-offs.
• Despite market noise and uncertainty, the outlook remains constructive on intra-EMU spreads and Euro Area government bond supply for 2025.
• The UK market has seen significant sell-offs in 10-year gilt yields, influenced by fiscal policies and US market dynamics, with expectations of further easing by the Bank of England.

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• The Vietnam Rubber Seminar held on December 12, 2024, saw experts presenting their assessment of challenges facing the Vietnamese rubber sector in complying with the European Union Deforestation Regulation (EUDR).
• While rubber industry expert Dr. Tran Thi Thuy Hoa, during her holistic survey, offered actionable tips for Vietnamese operators to tackle EUDR, FSC Vietnam Country Manager Vu Thi Que Anh highlighted the role of FSC Certification in meeting the EU Regulation.
• Challenges in EUDR compliance Dr. Tran Thi Thuy Hoa said Vietnam’s rubber supply chain remains both complex and fragmented, which poses substantial challenges for EUDR compliance.

• In this insight, we discuss the details of the share price performances of the Korea Value Up Index (especially among the index constituents) this year.
• It appears that many traders are buying beaten up, higher beta stocks in Korea that were excessively pushed to much lower levels last year. 
• Among the top 20 best performing stocks in the Korea Value Up Index this year, 15 of them (75% of the top 20 stocks) are listed on KOSDAQ.