中国FDI (年初来) 前年比

ドイツPPI前年比

ドイツ生産者物価指数月增率

スイス貿易収支

Equities in India climbed 137 points, or 0.2%, to 85,323 in morning trade on Thursday, extending gains from the previous session. The BSE Sensex remained at its highest level since September 26, 2024, buoyed by renewed foreign inflows and tracking a rise in Asian peers following stronger-than-expected earnings and revenue from Nvidia. Optimism over potential US-India trade deals also continued to lift sentiment. However, traders were cautious ahead of US jobs data, seeking clues on the Fed’s next policy move after FOMC minutes showed several officials were divided on a December interest rate cut. Most sectors traded in the green, including tech, auto, metals, and financial services. Top performers included Adani Ports (1.0%), Reliance Industries (0.8%), Power Grid (0.8%), and Mahindra & Mahindra (0.6%). Meanwhile, Infosys rose 0.3% as its share buyback opened today.

India Stocks Reach Near 14-Month High

Vietnam 10 Year Government Bond Yield increased to 4.01%, the highest since March 2023. Over the past 4 weeks, Vietnam 10Y Bond Yield gained 10.20 basis points, and in the last 12 months, it increased 113.30 basis points.

Vietnam 10Y Bond Yield Hits 31-month High

Copper futures stabilized around $5 per pound on Thursday, poised to finish the week little changed as ongoing supply concerns supported prices. More than 30 people were recently killed at a semi-industrial copper mine in Congo after a bridge collapse, triggering investigations into the military’s role amid reports of clashes between miners and soldiers. Freeport-McMoRan also announced plans to resume production at Indonesia’s Grasberg mine by July 2026, after operations were halted in September when wet mud flooded one of the mines, killing seven workers. Copper prices may face headwinds, however, after the latest Fed minutes revealed divisions among policymakers over additional rate cuts, prompting traders to scale back expectations for a December move. Markets now see roughly a 33% chance of a 25 bps cut next month, down from over 90% a month ago.

Copper Finds Support on Supply Concerns

Australia’s 10-year government bond yield rose to 4.47%, hovering near a six-month high, as investors assessed comments from RBA Assistant Governor Sarah Hunter. Hunter emphasized that policymakers would “not be jumping at one month of data” as they consider whether the current 3.6% cash rate is restrictive enough to bring inflation back to the central bank’s 2–3% target range. She added that the labour market remains too tight for inflation to settle within target, even as officials actively investigate how close the economy is to full employment. Data released on Wednesday showed that annual wage growth held steady at 3.4% in the third quarter, matching expectations and underscoring ongoing strength in the labour market. Still, markets assign a 56% chance of one final rate cut from the RBA by May next year.

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