नमस्ते! こんにちは! 你好! 안녕하세요! ਸਤ ਸ੍ਰੀ ਅਕਾਲ! สวัสดี! Xin chào! こんにちは! ሰላም! Apa Khabar! Mabuhay! Ayubowan! السلام عليكم!
Markets BOJ signals full normalization roadmap; Nikkei holds above 39,000 as yen steadies near ¥148/USD • Economy China’s manufacturing PMI rises to 50.8, first expansion in six months; fiscal stimulus widens to RMB 1.2T • Policy India keeps repo at 6.5%; inflation eases to 3.1% y/y, RBI cautious on liquidity support • Growth ADB trims developing Asia’s 2025 GDP forecast to 4.6% on weak exports and slow tech recovery • Energy Indonesia and Vietnam unveil $15B green transition funding under Just Energy Partnership schemes • Tourism Thailand surpasses 27.3M arrivals Jan–Sep; Japan and South Korea tourism surge ahead of Q4 festivals • Trade ASEAN trade with China up 6.2% YTD; yuan stabilizes at 7.10 as capital inflows resume • Geopolitics Philippines–Vietnam agree to joint patrols in South China Sea as regional tensions heighten
Commodity Price Unit Date Asia Production (2024–25) Asia Share (%) Known Reserves Projected 2025–26 Outlook
Brent Crude Oil≈ 84.3USD/bbl05 Oct 2025Saudi ~10.8 mb/d; China ~0.55; India ~0.35≈ 16%Middle East abundantFlatOPEC+ discipline offsets weak demand
WTI Crude Oil≈ 79.2USD/bbl05 Oct 2025China ~0.5; India ~0.3≈ 10%—FlatUS stock builds limit upside
JKM LNG≈ 12.1USD/MMBtu05 Oct 2025Qatar ~80 mtpa; Indonesia ~12; Malaysia ~10≈ 42%High reservesRisingWinter demand, freight rates firm
Thermal Coal (Newcastle)≈ 110.8USD/ton05 Oct 2025Indonesia exports ~505 Mt≈ 35%~80 yrs in IndonesiaFlatAsian utilities sustain steady imports
Iron Ore (62% Fe, CFR China)≈ 103.2USD/ton05 Oct 2025China key importer; India minor producer≈ 32%Massive seaborne reservesFlatSteel demand plateauing
Aluminum (LME cash)≈ 2,640USD/ton05 Oct 2025China & India dominant≈ 61%Large bauxite reservesStableEnergy costs cap output growth
Copper≈ 10,020USD/ton05 Oct 2025China 1.9 Mt; Indonesia 1.1≈ 31%China ~190 MtUpwardEV & transmission investment support gains
Nickel≈ 15,450USD/ton05 Oct 2025Indonesia & Philippines >60%≈ 65%Large reservesVolatileBattery rebound meets supply overhang
Tin≈ 34,180USD/ton05 Oct 2025China & Indonesia lead≈ 56%Moderate reservesStableElectronics and soldering sustain demand
Gold (spot)≈ 3,482.6USD/oz05 Oct 2025China ~382 t; India ~122 t≈ 25%Ample reservesFlat to upwardCentral bank demand remains strong
Silver (spot)≈ 43.45USD/oz05 Oct 2025China, India, Kazakhstan≈ 24%ModerateStableGreen tech and industrial demand rising
Lithium Carbonate≈ 10,210USD/ton05 Oct 2025China ~42 kt; Australia (Asian demand)≈ 11%Strong reservesRisingEV chain recovery lifting sentiment
Rice (Thai 5%)≈ 389USD/ton05 Oct 2025India 152 Mt; China 145; SEA 88≈ 50%Extensive reservesFlatWeather volatility, export curbs risk
Wheat≈ 257USD/ton05 Oct 2025China & India key producers≈ 38%Large stockpilesStableSupply recovery balancing markets
Corn/Maize≈ 215USD/ton05 Oct 2025China, India, Indonesia≈ 48%SignificantStableAmple harvest, demand steady
Palm Oil (CPO)≈ 1,042USD/ton05 Oct 2025Indonesia 44 Mt; Malaysia 19.8 Mt≈ 86%Extensive plantationsFlat to risingBiofuel blending policies underpin demand
Sugar (raw)≈ 0.22USD/lb05 Oct 2025India, Thailand, China≈ 48%ModerateStableBalanced global consumption
Cotton≈ 0.84USD/lb05 Oct 2025China & India ~40%≈ 40%ModerateFlatSoft apparel demand; inventories high
Tea≈ 1.70USD/kg05 Oct 2025China, India, Sri Lanka≈ 60%ModerateStableAuction prices volatile post-monsoon
Tuna (Skipjack)≈ 2,260USD/ton05 Oct 2025Indonesia, Thailand, Philippines≈ 30%ModerateStableQuota enforcement tightens market
Shrimp (Vannamei, 60-count)≈ 4.51USD/kg05 Oct 2025India, Vietnam, Thailand≈ 22%ModerateFlatDemand firm; disease risk contained
Currency Pair Rate Date Outlook
Chinese YuanUSD/CNY7.1005 Oct 2025Stable as PBoC defends midpoint; liquidity ample.
Japanese YenUSD/JPY148.82 ▼05 Oct 2025Weak as yield differentials persist; BoJ policy credibility questioned.
Indian RupeeUSD/INR88.42 ▼05 Oct 2025Depreciation pressure from oil imports, Fed stance firm.
South Korean WonUSD/KRW1,401.605 Oct 2025Stable; export resilience offsets geopolitical risks.
Indonesian RupiahUSD/IDR16,54005 Oct 2025Range-bound; commodity inflows provide cushion.
Thai BahtUSD/THB31.72 ▲05 Oct 2025Baht firm amid strong tourism receipts and FDI inflows.
Malaysian RinggitUSD/MYR4.1805 Oct 2025Supported by crude palm oil and LNG exports.
Singapore DollarUSD/SGD1.27 ▲05 Oct 2025Steady; MAS maintains slight appreciation bias.
Pakistani RupeeUSD/PKR284.1 ▼05 Oct 2025Pressured by energy imports despite IMF support.
Bangladeshi TakaUSD/BDT121.805 Oct 2025Stable under managed float; remittances cushion deficits.
Vietnamese DongUSD/VND25,34005 Oct 2025SBV maintains tight corridor; inflows keep currency steady.
Philippine PesoUSD/PHP57.1205 Oct 2025Remittances, BPO earnings sustain peso stability.

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