South Asia
ASIANPAINT.NS profit rose 43% on 11% decorative volume growth; benign TiO₂ and crude aided margins. Watch TiO₂ prices and premium mix, with ^NSEI consumer staples breadth improving as disinflation steadies household budgets.
India
TATASTEEL.NS margins held despite softer HRC; India EBITDA rose 25% to ₹86.5b while Europe turned positive. Watch HRC–rebar spreads, ore costs, and infra demand for FY26 cash flow. Peers JSTL.NS, JINDALSTEL.NS set the performance bar.
Vietnam
VPB on HOSE and ^VNINDEX gain institutional depth as VPBank Securities raises ~$480m; watch subscription mix, free-float turnover, and margin leverage to judge post-listing liquidity and pricing power.
Japan
Stimulus near ¥20T may lift nominal GDP and support ^N225 cyclicals; watch USDJPY and 10Y JGB yields as capex and energy subsidies shape BOJ’s glide path and earnings visibility for exporters and domestic demand plays.
India
CPI at 0.25% y/y tilts RBI to December cuts; watch USDINR=X stability and IN10Y yields for transmission. Rate-sensitives on ^NSEI could re-rate as real rates normalize and consumption momentum steadies.
Market Review
Australia gains confidence as business and consumer sentiment lift, while the Pacific shifts from resource extraction to ownership and value-add. From lithium deals to climate-driven economic change, Oceania is redefining how growth, resilience and strategy connect.
Pacific Island
Landowners on Kolombangara Island now own 20% of a forestry company operating on their land — shifting them from royalty recipients to shareholders with governance power.
Papua New Guinea
PNG will stop exporting unprocessed logs by 2025, shifting to domestic processing to create local employment and keep more economic value inside the country.
Papua New Guinea
PNG’s Prime Minister highlights improving budget performance and commits to sustained fiscal discipline as the nation seeks reliable growth beyond its resource dependency.
Fiji
Fiji’s revenue and enforcement agencies have formed a coordinated taskforce to combat tax crime, signalling stronger action against fraud, under-reporting, and financial non-compliance.
Fiji
Fiji’s tourism rebound is being held back by limited accommodation capacity. Hotels are near peak occupancy, prompting concerns that room shortages could restrict growth despite strong global travel demand.
New Zealand
Investment firm Alvarium has acknowledged valuation losses in its real estate portfolio as rising interest rates hit commercial property values and increase refinancing costs across New Zealand.