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イギリス公共部門の純借入元銀行

スイス貿易収支

India's net foreign direct investment (FDI) turned negative in August 2025, marking the first time in the current fiscal year, due to a moderation in gross inflows and a rise in repatriation. Net FDI recorded an outflow of USD 0.62 billion, after posting an inflow of USD 5.04 billion in July, according to data from the RBI's October Bulletin released on Monday. Gross foreign direct investment into India fell to USD 6.05 billion in August, down from a more than four-year high of USD 11.11 billion in July. Meanwhile, repatriation by foreign companies jumped to USD 4.93 billion, compared to USD 3.80 billion in the previous month. Singapore, the U, Mauritius, the UAE, and the Netherlands were the top sources of FDI in April–July 2025, accounting for 76% of total inflows. The largest beneficiaries of FDI during the period were the manufacturing, computer services, business services, communication services, and electricity generation & distribution sectors.

Indian Net FDI Turns Negative in August

The South Korean won fell to around 1,423 per dollar on Tuesday, slipping from steady levels in the previous session as investors weighed the firm dollar against the ongoing US–Korea trade discussions. The greenback remained supported as markets looked for indications that the prolonged US government shutdown could soon end and as the tone in US–China relations improved ahead of planned high-level meetings later this month in South Korea. Meanwhile, some optimism persisted after US officials reportedly eased their demand that Seoul make its full USD 350 billion investment commitment in cash, signaling progress in the ongoing trade and investment negotiations. Seoul officials had earlier called for financial safeguards such as a currency-swap arrangement, although this has not been part of the latest talks. Looking ahead, investors are awaiting the Bank of Korea’s policy decision on Thursday for cues on interest rate direction and its assessment of external pressures on the won.

South Korean Won Falls Amid Firm Dollar

The Australian dollar slipped to around $0.650 on Tuesday, breaking a two-day winning streak despite optimism over a breakthrough in the US-Australia trade agreement. The two countries recently signed a critical minerals partnership, with US President Donald Trump and Australian Prime Minister Anthony Albanese positioning the deal as a key step toward reducing American dependence on China. This follows Beijing’s move to tighten export controls on its own critical mineral supplies. Albanese said the agreement takes the US-Australia alliance “to the next level,” noting that while collaboration has been underway since Trump’s first term, this latest deal represents a major step forward in strengthening ties. The funding will support a portfolio of "ready-to-go" projects valued at $8.5 billion (A$13 billion), aimed at expanding Australia’s mining and processing capabilities. Domestically, investors now await flash PMI data, alongside speeches from RBA officials later this week.

Aussie Dollar Slips Despite Trade Deal Optimism

The New Zealand dollar fell to around $0.574 on Tuesday, giving up gains from the previous session, weighed down by expectations of further policy easing by the Reserve Bank. While recent Q3 inflation data showed prices rising to a one-year high of 3%, reaching the upper end of the central bank’s target range, the RBNZ’s preferred inflation gauge held steady at its lowest level since early 2021, and other core measures also pointed to subdued pressures. The central bank had also long anticipated the possibility of inflation breaching its target, making the latest figures a reassuring outcome. Markets remain fully priced in for a 25 bps rate cut in November, with a smaller probability of a 50 bps move. Limiting further losses, sentiment was supported by signs of easing US-China trade tensions, with officials set to meet this week ahead of President Trump’s upcoming talks with President Xi.

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