Thế giới toàn cảnh 06/01: Hội đồng Bảo an Liên hợp quốc họp khẩn về tình hình Venezuela | VTV24

Key Concepts

• Global Stock Markets: Performance and trends in major markets (Tokyo, Korea, China, Europe, US).
• Geopolitical Tensions: Impact of US-Venezuela conflict on oil prices and global markets.
• Economic Indicators: PMI data, inflation, and growth forecasts for Japan, China, and Thailand.
• AI & Advertising: New regulations in South Korea regarding AI-generated content in advertising.
• Demographic Shifts: Declining population in South Korea and its implications.
• Technological Trends: Highlights from the Consumer Electronics Show (CES) 2026, focusing on AI.
• International Relations: Diplomatic stances of China and Iran regarding Venezuela.
• Trade & Taxation: China's efforts to increase tax revenue from online sellers.
• Tourism & Consumption: Post-holiday trends in China's domestic tourism and consumer spending.
• Interest Rates: HSBC's decision to cut mortgage rates in the UK.

Global Markets Begin 2026 with Optimism Amidst Geopolitical Concerns

Global stock markets generally demonstrated strong performance at the start of 2026, continuing the positive momentum from the end of 2025 despite ongoing challenges like tariffs, geopolitical conflicts, and fluctuating monetary policies. Five major markets officially “rang in” the new year with positive results.

Asian Markets Lead Gains

The Tokyo Stock Exchange experienced a favorable opening session, with the NIK 225 index closing up nearly 3%, driven by gains in the heavy industry sector. This optimism was bolstered by the December manufacturing PMI rising to 50, signaling a potential stabilization of the Japanese economy. Japan broke barriers in 2025 by electing its first female prime minister, and there is hope for further economic breakthroughs in the new year. Government efforts are focused on preventing a return to deflation and promoting investment growth.

South Korea’s CPY index led gains in Asia, rising nearly 3.5%. China’s Shanghai Composite also increased by over 1%, while Hong Kong’s market experienced a late-session decline.

European Markets Show Resilience

Most European markets also began the week positively, building on Friday’s gains. The FTSE 100 in the UK rose slightly by 0.2%, approaching the 10,000-point mark. Germany’s market led gains in the region, increasing by approximately 0.6% during morning trading. Positive sentiment was partly attributed to expectations of stable oil prices following US actions in Venezuela and OPEC’s policies. The pan-European STOXX index rose 0.4%, with defense, mining, and technology companies – particularly ASML, Europe’s largest capitalized company – leading the gains with a nearly 5% increase.

US Markets Surge

Wall Street continued the positive trend, with all three major indices posting gains. The Dow Jones Industrial Average closed up nearly 600 points (approximately 1.2%), briefly reaching a new all-time high during the session. The S&P 500 and Nasdaq also closed with gains exceeding 0.6%. The oil and gas sector experienced the most significant gains following President Trump’s announcement regarding potential continued oil extraction in Venezuela. The banking sector also rose due to optimism about the US economic outlook.

US-Venezuela Conflict and its Global Impact

The US military operation in Venezuela has significantly impacted global markets, particularly oil prices. Oil prices rebounded in European and US trading overnight, with Brent crude rising over $1 to $61.76 per barrel and WTI exceeding $58. Experts believe the immediate impact on oil prices will be limited due to Venezuela’s current low production capacity (approximately 800,000 barrels per day, according to data from Cler). However, increased oil extraction in Venezuela in the long term could lead to oversupply and downward pressure on prices.

International Response at the UN

The US action in Venezuela prompted an emergency meeting of the UN Security Council. Deputy Secretary-General Rosemary DClo expressed concern about potential instability and the precedent this action could set. Venezuela, Mexico, Brazil, China, Russia, and Colombia opposed the US action, citing violations of the UN Charter and national sovereignty. The US and UK defended the action as law enforcement related to transnational drug trafficking. The UN estimates that 7.9 million Venezuelans (approximately 1/4 of the population) require urgent assistance, and humanitarian aid is being prioritized. The core message from the meeting emphasized the importance of respecting the UN Charter, international law, national sovereignty, and territorial integrity.

Economic and Political Developments in Key Regions

China & South Korea Strengthen Ties

Chinese President Xi Jinping and South Korean President Lee Jemong held talks in Beijing, reaffirming their commitment to strengthening bilateral relations. Nine cooperation agreements were signed between businesses in various sectors during a Korea-China business forum. Both countries expressed interest in expanding cooperation in future technologies, particularly artificial intelligence, as well as consumer goods and cultural content.

Greece Restores Air Traffic Control

Air traffic in Greece has gradually resumed after a serious incident involving radio communication systems. The disruption caused numerous flight delays and stranded thousands of passengers. The issue stemmed from interference affecting air traffic control frequencies.

Japan’s Kemari Tradition

In Kyoto, Japan, the traditional Kemari game, with a history of over 1000 years, was performed in ceremonial attire, symbolizing harmony, peace, and good health for the new year. The game emphasizes cooperation and respect rather than competition.

South Korea’s Demographic Challenges

South Korea continues to experience a natural population decline for the sixth consecutive year, driven by a low birth rate and an aging population. The percentage of the population over 60 is increasing, and over 20% are now 65 or older, officially classifying South Korea as a “super-aged society.”

CES 2026 Highlights

The Consumer Electronics Show (CES) 2026 in Las Vegas is showcasing the latest technological innovations, with artificial intelligence as a central theme. Products integrating AI are being demonstrated across various sectors, including home appliances, healthcare, and industrial infrastructure. The event is expected to attract over 130,000 attendees.

New Regulations in South Korea Regarding AI-Generated Content

South Korea is implementing stricter regulations on advertising using artificial intelligence (AI). All AI-generated advertisements must now be labeled as such, aiming to combat the spread of deceptive advertising and protect consumers. The government warns that such content can distort the market and harm consumers, particularly the elderly. Platforms and advertisers will be held responsible for ensuring compliance.

Other Notable Developments

• India Launches First Pollution Response Vessel: India commissioned its first domestically designed and built pollution response vessel, the Samudra Pratapad, marking a step towards self-reliance in defense and environmental protection.
• UK Implements Restrictions on Unhealthy Food Advertising: New regulations restricting the advertising of high-fat, salt, and sugar foods came into effect in the UK, aiming to reduce childhood obesity.
• HSBC Cuts Mortgage Rates in the UK: HSBC became the first major UK bank to cut mortgage rates, following the Bank of England’s recent interest rate reduction.
• China Tightens Tax Collection from Online Sellers: China is increasing tax collection from online sellers by requiring e-commerce platforms to share business data with tax authorities.
• Thailand’s Economic Outlook Remains Cautious: Thailand’s economic growth is projected to be modest at 1.5%, prompting businesses to remain cautious ahead of the upcoming general election.

Conclusion:

The start of 2026 is marked by a generally optimistic outlook for global markets, driven by strong performance in key economies. However, geopolitical tensions, particularly surrounding the US-Venezuela conflict, and demographic challenges in countries like South Korea, remain significant concerns. Technological advancements, especially in AI, are reshaping industries and prompting new regulatory frameworks. The coming year will likely be characterized by a complex interplay of economic, political, and technological forces.