Bank Negara Holds OPR at 2.75%, Sees 2026 Growth Above 5% as Ringgit Firms to 4.04
Malaysia's central bank kept rates steady at its last meeting of the year and warned that inflation will edge higher in 2027, keeping talk of a future hike alive.
Asia
China's Economy Grows 4.5% in Third Quarter, Beating Forecasts as Factories Hum
Growth picked up from the second quarter on manufacturing and exports, while construction shrank and officials flagged weak domestic demand.
Hong Kong IPOs Raise Record HK$388 Billion in Nine Months, Putting Best Year in Reach
KPMG says full-year proceeds could near HK$500 billion as A+H listings and tech issuers fill a pipeline of more than 600 applicants.
Bank of Japan Expected to Hold at 1.25% but Keep December Hike in Play
Sources say the board may nudge up its inflation forecast this week as senior officials signal underlying inflation is close to 2%.
China Economy
China's Industrial Profits Jump 14.4% in September as AI Demand Lifts Electronics
Electronics earnings doubled over nine months and high-tech makers now book a quarter of industrial profits, while consumer-facing factories lag.
China's Private Factory PMI Eases to 52.0 as Exporters Cut Prices to Win Orders
The S&P Global survey diverged from Saturday's official contraction reading, but firms cut selling prices and confidence hit a nine-month low.
BYD Sales Hit 2026 High of 490,168 in October as Exports Double, Xpeng Tops 50,000
Leapmotor delivered more than 100,000 cars for a fourth straight month and Xiaomi passed 50,000, while Nio and Li Auto slipped in a shrinking home market.
China Makes Stock Buyback Loans Permanent, Cuts Rate to 1%, but A-Shares Slide Again
The PBOC, CSRC and bank regulator also pledged new swap operations for brokers and insurers, yet the Shanghai Composite gave back Monday's rebound.
Trade
Hong Kong Exports Surge 64.9% in September, Fastest Growth in More Than Four Decades
AI electronics drove exports well past forecasts and lifted nine-month export growth to 45.2%, in the upper half of the trade council's full-year range.
Hong Kong Bank Loans Rise 7.7% This Year as Trade Finance Jumps, HKMA Data Show
Lending grew 0.7% in September while Hong Kong dollar deposits fell 1.1%, pushing the local-currency loan-to-deposit ratio back above 70%.
AIA New Business Value Falls 5% in Third Quarter as Mainland China Sales Drop 33%
The Hong Kong-based insurer blamed exceptionally high year-earlier sales and said sales rebounded more than 25% in September, keeping its profit target intact.
Hong Kong Port Container Throughput Jumps 24.9% in September, Fastest Growth Since 2017
Kwai Tsing and the city's other terminals handled an estimated 1.19 million TEUs in a month when goods exports also surged, though volumes are still recovering from a weak 2025.
Bank of Japan
Bank of Japan Holds at 1.25% in 8-1 Vote, Lifts Inflation Forecast and Speeds ETF Sales
Board member Hajime Takata pushed for 1.5%, and the central bank will more than double the pace of its ETF sales from January 2027.
Advantest Lifts Profit Forecast 14% to 967 Billion Yen After Record AI Tester Quarter
The Japanese chip-test maker posted a 55.9% operating margin, raised its dividend and set a buyback of up to 280 billion yen.
Nikkei 225 Falls 3.6% by Midday as Chip Stocks Slide After Japan's Holiday Break
Tokyo reopened after Culture Day to catch up with a 7.2% drop in U.S. chip shares, and Kioxia has now lost about a quarter of its value in two sessions.
Tokyo Electron Sees Operating Profit Up 87% to 1.17 Trillion Yen as AI Chip Orders Surge
Japan's largest chip equipment maker set a record full-year outlook, lifted its industry forecast and announced a buyback of up to 150 billion yen.
Korea
South Korea's Economy Grows 1% in Third Quarter, Triple the Bank of Korea's Forecast
Chip exports and equipment spending drove the expansion, putting full-year growth on course to beat the central bank's 3.3% call.
Samsung's HBM4 Sales Triple and 2027 Supply Sells Out, but Finance Loss Dents Net Profit
Chips earned 99% of Samsung's operating profit, but a finance loss dragged net profit below forecasts and an open-ended payout plan pushed the shares lower.
South Korea's October Exports Jump 93.7% to $115.3 Billion as Chip Sales Rise 259%
Semiconductors made up nearly half of all shipments, and the trade ministry says annual exports will pass $1 trillion in November.
Hyundai Motor Q3 Profit Rises 5.5%, but It Cuts 2026 Margin and Sales Targets
A weaker won lifted operating profit past forecasts, while strikes and lost output pushed Hyundai to trim its full-year volume, margin and investment plans.
India Markets
India's Bank Cash Surplus Shrinks as RBI Defends Rupee, Call Rate Hits 5.75%
Dollar sales and a new 20% cash deposit on rupee hedges have helped drain cash from Indian banks, and the RBI is now adding funds as the rupee slips again.
India's Fiscal Deficit Hits 42.1% of FY27 Target in First Half as Fuel Tax Cut Bites
Excise receipts fell 22% after a cut in fuel duties and capital spending slowed in the second quarter, and ICRA expects a modest miss on the 4.3% goal.
Maruti Suzuki Profit Falls 27% Despite Record Car Sales as Commodity Costs Bite
India's largest carmaker sold a record 696,654 vehicles in the September quarter, but costs tied to the West Asia conflict and investment losses cut earnings.
Foreign Investors Pull INR 348 Billion From Indian Stocks in October, but Nifty Gains 1.9%
Overseas funds sold for a second straight month and pushed 2026 outflows near INR 3 trillion, but local buyers carried the benchmarks higher and late-month foreign buying returned.
Indonesia
Indonesian Stocks Suffer Worst Rout Since 1998 After MSCI Floats 'Standalone' Demotion
The index provider says Indonesia no longer fits emerging-market status, putting billions of dollars in passive and active fund holdings at risk.
Danantara Bids for Indonesia Stock Exchange Stake as Brokers Open Ownership to Outsiders
The sovereign fund is the only bidder so far after IDX members amended the bylaws, but a rights issue and OJK approval still stand in the way.
BCA Profit Rises 4.2% to Rp45.2 Trillion as Bank Lifts 2026 Loan Growth Target to 12%
Corporate lending jumped 20.9% at Indonesia's largest private lender, but net interest income barely grew and car loans fell by a fifth.
Indonesia to Drop Smelter Power Plants From Coal DMO After 78.5 Million Tons Last Year
Miners will lose an easy route to meet the 25% domestic quota as Jakarta steers cheap coal toward PLN, while nickel smelters face fuel supply questions.
Haze Probe
MAS Tells Banks to Review Haze-Linked Clients as SGX Presses Seven Listed Planters
The central bank, the exchange regulator and three ministers moved on the same day, ahead of haze law amendments due in Parliament from Nov. 3.
Singapore Adds 27,700 Jobs in Third Quarter as Retrenchments Climb to 4,800
Employment growth more than doubled from the second quarter, but resident unemployment ticked up to 3.0% and more firms said they expect to cut staff.
Keppel Core Profit Rises Over 20% in Nine Months as Asset Sales Beat Target
Singapore's Keppel beat its 2026 target for selling non-core assets, but writedowns on legacy holdings cut overall nine-month profit by 40%.
Singapore Lifts COE Quota 1% to 19,298 as Category A Premium Sits Near S$133,009 Record
Small-car supply stays flat for November to January, while LTA's consultation on merging Categories A and B closes as bidding resumes.
Thailand
Bank of Thailand Holds Rate at 1%, Lifts Export Forecast to 22% on AI Demand
Policymakers voted unanimously to hold for a fourth meeting, lifted the export outlook from 14% in June and said rates could rise if growth is strong enough.
Vietnam's VN-Index Ends October 1.5% Lower as Foreign Investors Keep Selling
A late-month rally on Vingroup shares faded in the final week, as banks slid and overseas funds sold on each of the last two sessions.
Thai Private Investment Jumps 21.6% Month on Month in September on AI Data Centers
Bank of Thailand data show electronics exports and data center imports lifting growth while foreign arrivals fell 6.3% from August and the current account slipped into deficit.
Penang Ships 52.6% of Malaysia's Record RM215 Billion September Exports on Chip Demand
State data show Penang alone added RM55.5 billion of exports from a year earlier, as electronics shipments to the U.S. and Taiwan hit new highs.
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