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Sri Lanka’s Services PMI fell to 68.9 in August 2025 from 70.1 in July, signaling slower but continued expansion in the sector. Business activity expanded across key sectors, driven by strong performances in wholesale and retail trade, personal services, accommodation, food and beverage services, and financial services. New businesses (66.8 vs 64.9 in July) increased, led by wholesale, retail, and financial services. Employment (57.0 vs 59.8) continued to rise amid ongoing recruitment, while backlogs of work (49.4 vs 51.1) edged lower. Expectations for business activity over the next three months (79.3 vs 80.7) remained positive, supported by favorable macroeconomic conditions and high tourist arrivals.

Sri Lanka’s Services PMI Moderates in August

South Africa’s 10-year government bond yield has fallen to around 9.20%, a fresh low level since late January, as expectations of US interest rate cuts attract investors to emerging markets. Investors are increasingly drawn to South Africa’s bonds due to credible monetary policy, fair currency valuation, and high real yields. Even with inflation seemingly anchored near the lower end of the central bank’s target range, the country’s real yields remain among the highest in emerging markets. Structural improvements—such as a more reliable electricity supply, a stable coalition government, an improving fiscal policy outlook, and rising infrastructure investment—are expected to further bolster the currency and strengthen investor confidence in South Africa.

South Africa 10-Year Bond Yield at Multi-Month Lows

Gold futures climbed toward $3,660 per ounce on Monday, approaching the all-time high of $3,674 set on September 9, as a softer US dollar and falling Treasury yields boosted demand for the metal. Markets are bracing for a pivotal Federal Reserve meeting this week, with policymakers widely expected to deliver the first interest rate cut since December — at least 25 bps — on Wednesday. The decision comes as officials balance a cooling labor market against tariff-driven inflationary pressures, amid ongoing concerns over the Fed’s independence. Updated FOMC projections are also expected to signal one or two additional cuts before year-end. Investors will keep a close eye on US retail sales and industrial production data due Tuesday for fresh clues on the economy’s resilience. Meanwhile, the US–China trade talks in Madrid, which began on Sunday, remain in focus as global trade tensions continue to shape market sentiment.

Gold Futures Near Record High Ahead of Fed Rate Decision

Sri Lanka’s Manufacturing PMI declined to 55.2 in August 2025 from 62.2 in the previous month, signaling a moderation in the pace of expansion in the manufacturing sector. All sub-indices remained above the neutral 50 mark, though growth softened across the board. New Orders (56.5 vs 67.5) and Production (54.0 vs 66.5) continued to expand, driven mainly by the food and beverages manufacturing segment. Stock of Purchases (53.5 vs 59.5) also expanded, while Employment (54.0 vs 55.0) remained in positive territory. Meanwhile, Suppliers’ Delivery Times (57.1 vs 55.6) stayed elevated, reflecting reported delays in international shipping.

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