日本3か月の請求書オークション

日本日銀での講演

ユーロ圏コアインフレーション率前年同期比確定値

ユーロ圏インフレ率前月比最終値

Foreign direct investment (FDI) into Indonesia—excluding investments in the financial and oil & gas sectors—fell by 8.9% year-on-year to IDR 212 trillion (USD 12.78 billion) in the third quarter of 2025, following a 6.95% decline in the previous quarter. This marked the second consecutive quarterly drop in FDI and the steepest fall since Q1 2020, amid US tariff policies and weakening domestic purchasing power. Singapore remained the largest source of FDI (USD 3.8 billion), followed by Hong Kong (USD 2.7 billion),  China (USD 1.9 billion), Malaysia (USD 1 billion), and the US (USD 0.8 billion).

Indonesia Sees Steepest FDI Drop in Over Five Years

The Shanghai Composite fell 0.8% to below 3,890, while the Shenzhen Component sank 1.9% to 12,840 on Friday, with mainland shares poised to end the week lower as escalating US-China trade tensions weighed on sentiment. Chinese equities also tracked Wall Street losses after two US banks reported bad loans, raising concerns over broader credit market stress. Beijing accused Washington of deliberately fueling panic over rare earth controls, while US officials warned that such measures threaten global supply chains. President Donald Trump and President Xi Jinping are expected to meet in South Korea later this month in an effort to ease tensions. Investors also await the upcoming Fourth Plenum for fresh policy direction. Technology and clean energy stocks led the retreat, with ZTE Corp, Zhongji Innolight, Tongfu Microelectronics, Sungrow Power, and Contemporary Amperex dropping between 1.5% and 7.4%.

China Stocks Drop as Trade Tensions Intensify

The benchmark KOSPI rose 0.6% to around 3,770 on Friday, marking a fresh record, buoyed by optimism over constructive developments in US–Korea trade projects. Senior South Korean officials met White House representatives to explore shipbuilding cooperation under the July framework trade deal, covering potential projects such as shipyard construction, workforce development, and supply chain collaboration, distinct from earlier talks focused on tariffs. The ongoing discussions reinforced expectations that bilateral trade commitments could proceed smoothly, lifting sentiment for industrials and export-oriented sectors. Investor sentiment was further supported by Samsung Electronics’ USD 110 million investment in US biotech firm Grail, seen as a strategic move to expand its AI-driven healthcare capabilities. On the corporate front, gains were led by SK Hynix (+3.0%), LG Energy Solution (+3.7%), Samsung Electronics (+0.41%), and HD Hyundai Heavy Industries (+0.6%).

South Korean Shares Hit Record High on Trade Deal Progress

The Australian dollar weakened to around $0.647 on Friday, extending losses from the previous session amid growing bets on a near-term rate cut by the Reserve Bank of Australia. Futures price in roughly an 85% chance of a 25 bps RBA cut to 3.35% on November 4, up from 50% earlier in the week, with a further drop to 3.10% already fully anticipated. This followed a surprise jump in unemployment and fewer jobs added, signaling a further labor market loosening. However, analysts caution the central bank is likely to wait for the Q3 CPI report before deciding on a rate move. Meanwhile, investors continued to weigh risks from the escalating US-China trade tensions. In the latest update, China accused the US of exaggerating its rare earth export controls, calling the resulting “panic” unnecessary while signaling openness to trade talks. Elsewhere, ongoing weakness in the US dollar pressured by trade frictions, the government shutdown, and a slowing US economy, offered support to AUD.

話題の銘柄と投資戦略を提供します

タイムリーなニュースや経済イベント＆アイデアで、賢く投資を。

最新ニュース