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Indonesia’s IDX Composite rose 90 points, or 1.1%, to 8,254 on the first trading day of November, rebounding from losses in the prior session. Gains were broad-based, led by healthcare, utilities, and communication sectors. A modest rise in U.S. futures lifted sentiment, as traders monitored last week’s central bank meetings and the U.S.-China year-long trade truce. Meantime, the S&P Global Indonesia Manufacturing PMI increased to 51.2 in October from 50.4 in September, marking the third month of growth in factory activity on the back of stronger new orders and employment. Locally, Jakarta reinforced deficit discipline, ruling out burden-sharing with the central bank and tapping diversified funding, including the first Dim Sum bond worth CNY 6 billion. However, caution persisted ahead of key data later today, including September trade and October inflation figures. Early movers included Barito Renewable Energy (7.2%), Telkom Indonesia (4.4%), Petrosea (3.3%), and Astra Intl. (2.9%).

Indonesia Shares Kick Off November on a Strong Note

The Australian dollar edged higher to around $0.654 on Monday, snapping a three-session losing streak as investors awaited the Reserve Bank of Australia’s forthcoming monetary policy decision. The central bank is widely expected to leave interest rates unchanged following three cuts earlier this year, with stronger-than-anticipated inflation data tempering expectations of further monetary easing. Annual headline inflation jumped to 3.2% in Q3 from 2.1% in the previous quarter, while the trimmed mean measure increased to 3% from 2.7%. Meanwhile, Australia’s Monthly Inflation Gauge, compiled by the Melbourne Institute, rose 0.3% month-on-month in October 2025, slightly down from the 0.4% gain in September. Swaps indicate less than a 7% probability of a rate reduction, and market expectations for additional cuts in December and February have also been scaled back.

Aussie Dollar Snaps 3-Day Decline

The S&P Global Malaysia Manufacturing PMI inched down to 49.5 in October 2025 from 49.8 in September. This marked the 17th straight month of contraction and the sharpest downturn since June, as new orders declined for the first time in three months, reflecting a steeper fall in new export sales. As a result, output fell at the fastest pace in five months. Staffing levels were lowered again, although firms were able to reduce backlogs at the quickest pace since February. Moreover, manufacturers scaled back purchasing activity and inventory levels, while supplier delivery times lengthened for the second straight month amid ongoing shipping delays and material shortages. On the price front, input prices rose further, but firms opted to lower selling prices for the first time in six months as part of efforts to stimulate sales. Looking ahead, business confidence improved to its highest since April 2023, underpinned by expectations of a recovery in new orders.

Malaysia Manufacturing PMI Dips to 4-Month Low

Hong Kong stocks edged up 47 points, or 0.2%, to 25,949 in early trade at the start of November, attempting to recover from three consecutive sessions of losses, supported by gains in financial and property shares. Sentiment improved after U.S. futures rose markedly following Wall Street’s weekly and monthly gains on Friday. Investors also welcomed remarks from the white House that China will lift export controls on rare earths and end probes into U.S. semiconductor firms as part of a new trade pact. Locally, Hong Kong’s economy expanded 3.8% yoy in Q3, the fastest pace since late 2023, driven by strong domestic demand and solid exports, while retail sales grew 4.8% in September, the highest in nearly two years. However, upside momentum was limited after a private survey showed China’s factory activity growth eased from a six-month high in October. Early laggards included SMIC (-4.0%), Geely Auto (-3.7%), and Zijin Mining (-3.3%).

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