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The S&P Global UK Manufacturing PMI rose to 49.7 in October 2025 from 46.2 in September, slightly above the initial estimate of 49.6. This marks the highest level in a year and signals near stabilization, reflecting the first rise in production in 12 months, supported by backlog clearance, restocking, and the restart of operations at Jaguar Land Rover following a cyber-attack. Output grew in the consumer and intermediate goods sectors, while investment goods production fell at a slower pace. New orders and exports continued to decline, amid weak demand from the US, EU, Asia, and the Middle East. Meanwhile, employment fell for a twelfth month, though at a slower rate, as firms cut costs and froze hiring. Input cost inflation eased to its lowest in 2025, while selling prices edged up modestly. Business optimism rose to an eight-month high but remained below its long-term average amid fiscal and geopolitical uncertainty.

UK Manufacturing Sector Nears Stabilization

Thailand's business confidence indicator rose to 48.7 in October 2025 from 48 in September, marking the highest level since March. Sentiment improved across most components, particularly performance (51.2 vs 47.2), production (50.2 vs 48.8), employment (49.6 vs 49), and overall order books (47.7 vs 47.4). By sector, the non-manufacturing index increased, led by the hotel and restaurant and passenger transportation industry amid the start of the tourism season and stronger long-haul arrivals. Retail trade confidence also strengthened, supported by the government’s “Half-Half Plus" co-payment scheme ahead of year-end spending. Meanwhile, the manufacturing index was broadly stable, with better sentiment in autos offset by weaker confidence in food and electrical appliances due to reciprocal tariffs and stronger import competition. Looking ahead, the three-month forward-looking business sentiment index climbed to an eight-month high of 52.5 in October from 52 in the previous month.

Thailand Business Confidence at 7-Month High

The S&P Global Czechia Manufacturing PMI dropped to 47.2 in October 2025 from 49.2 in September, below market expectations of 49.5. This was the fourth month of contraction and the sharpest since January, dragged by further declines in both output and new orders. Also, new exports orders have been falling continuously since March 2022, with the decline in October the steepest in six months. Despite a slight rise in backlogs, companies remained in retrenchment mode and cut both employment and input buying further. This eased pressure on supplier capacity, as lead times lengthened to the least marked degree since July. Meanwhile, input price inflation eased to its lowest level since February 2024, while selling prices continued to drop. Business sentiment weakened to its lowest since December last year, amid concerns surrounding the longevity of the current downturn in customer demand.

Czech Republic Manufacturing Slump Deepens

The Stanbic IBTC Bank Nigeria PMI rose to 54 in October 2025 from 53.4 in September, marking the eleventh consecutive month of expansion and indicating a stronger improvement in business conditions. Output growth reached a six-month high, driven by stronger new orders, new product launches, and easing inflation. Employment expanded for the fifth consecutive month, although the pace of job creation remained modest. Firms also increased purchasing activity and input inventories in anticipation of further growth, while supplier delivery times continued to shorten. On the price front, input cost inflation edged higher amid faster increases in both purchase and staff costs. Meanwhile, output prices rose at the second-slowest pace in five and a half years, reflecting limited pass-through of costs to customers.

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