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US watchdog says Taliban benefiting from international aid through 'fraudulent' NGOs_我的网站
一 | KABUL, Afghanistan -- The watchdog for U.S. assistance to Afghanistan has warned that the Taliban are benefiting from international aid through the establishment of fraudulent nongovernmental organizations.The Taliban have exerted greater control over national and international NGOs since seizing power in August 2021. They have barred Afghan women from NGO work and sought to push out foreign organizations from the education sector.A report from the U.S. Special Inspector General for Afghanistan Reconstruction, or SIGAR, said it found that the Taliban benefit from American-funded education programming through the generation of tax revenues and from more “nefarious” methods like the establishment of fraudulent NGOs and extorting and infiltrating existing NGOs to obtain or direct international donor aid. In May, a SIGAR report highlighted the Taliban’s interference with NGO work in Afghanistan. The Ministry of Economy, which supervises the sector, rejected the claims. Ministry spokesman Abdul Rahman Habib, responding to the latest SIGAR report on Monday, said there was no evidence of interference.According to the report, published this month, the U.S. has spent around $185 million on education in Afghanistan since August 2021.An NGO official told SIGAR that the Taliban target and extort Afghans who receive monetary support from American-funded education programs under the guise of taxation. In another example, NGO officials told the watchdog that the Taliban coerced NGOs into hiring supporters or purchasing goods from Taliban-owned companies.Taliban policies and priorities have reduced the overall quality of education, with a drop in the number of teachers and a decrease in teacher quality, as unqualified community members or Taliban officials replace staff, SIGAR said."We found that the Taliban have been unable to fully fund public school teacher salaries and building maintenance costs, leading to further teacher shortages and the deterioration of school buildings."The redirection of international donor aid to community-based education schools, along with financial and infrastructure challenges facing the Taliban, raised serious questions about how the Taliban could sustain the education sector and if they had any intention of doing so, the report said.An Education Ministry spokesman, Qari Mansor Ahmad Hamza, called the SIGAR report baseless and said the quality of teaching and school facilities in Afghanistan is better than before.“At present, the projects and financial assistance of international aid agencies are under the strong supervision of the top leadership of the Islamic Emirate of Afghanistan,” Hamza said, employing the term the Taliban use to describe their administration. The leadership promises to “invest this aid” and share reports with the country, the spokesman added.。
二 | 华泰证券研报称，市场对港股中期走势受基本面影响的程度分歧不大，关键变量在全球流动性环境。华泰证券认为，美元因公信力挑战转弱、人民币升值强化，有助于港股AH溢价再度收窄及香港金融资产重估。但对总体市场而言，本轮弱美元所处背景并非去年全球金融条件宽松和risk-on环境，流动性环境偏紧方向并未改变。海外10年美债利率大概率高位震荡，日元再度外汇干预或加息都有可能发生，8月央行年会是关注重点。香港在海外提短端控长端思路及港元汇率偏弱的情况下，HIBOR有可能进一步上行。因流动性难有增量支持，财报季尚未被充分定价，盈利兑现度更为重要。配置上维持均衡：低波红利（如银行）为底仓；关注中报或确认经营底部的乳品、部分零售；AI链（如晶圆代工）定位进攻品种、小仓位参与超跌反弹；CXO和创新药龙头兑现度高但短期性价比下降，行情斜率或放缓。
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