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The S&P Global Thailand Manufacturing PMI edged up to 51.7 in June 2025 from 51.2 in May, marking the second consecutive month of growth and the strongest expansion since August 2024. Output growth accelerated to a near one-year high, supported by greater new work inflows, including from abroad. In response, goods producers raised their purchasing activity for the first time in four months, resulting in a second monthly rise in input inventories. However, stocks of finished goods fell slightly after two months of growth, as firms grew reluctant to hold additional inventory for sales. Employment levels also stalled, following two straight months of job creation, as business confidence softened. While manufacturers maintained an above-average level of optimism in June, it was the lowest recorded in just over a year as some firms became concerned with the outlook for growth. Regarding prices, input costs rose for the first time since January, leading to higher selling price inflation.

Thailand Manufacturing Growth Hits 10-Month High

Singapore bank loans rose to SGD 844.6 billion in May 2025 from SGD 841.9 billion in April. Lending increased to both businesses (SGD 515 billion vs SGD 513.8 billion in April) and consumers (SGD 329.6 billion vs SGD 328.1 billion). Within the business sector, loans grew for agriculture, mining & quarrying (SGD 3.7 billion vs SGD 3.3 billion), building and construction (SGD 178.8 billion vs SGD 177.8 billion), general commerce (SGD 88 billion vs SGD 86.3 billion), and professional, scientific, technical, administrative, and support service activities (SGD 16.5 billion vs SGD 16 billion). Meanwhile, on consumer lending, increases were recorded in housing and bridging loans (SGD 235.7 billion vs SGD 234.5 billion), car loans (SGD 8.4 billion vs SGD 8.2 billion), and credit cards (SGD 16.6 billion vs SGD 16.4 billion).

Singapore Bank Lending Rises in May

The benchmark KOSPI rose 1.8% to around 3,120 on Tuesday, marking the highest level in almost four years as investors assessed a raft of promising economic data amid ongoing unease regarding the US interest rate policy. While expectations for potential rate cuts later this year have increased,  ambiguity remains over the timing and pace of these adjustments, keeping markets cautious. Notably, on the domestic front, South Korea’s trade surplus widened to USD 9.08 billion in June, the largest in a year—driven by exports outpacing imports. Further boosting sentiment, the manufacturing sector signaled a move toward recovery as the PMI rose 48.7 points in June from 47.7 in the previous month. Among index heavyweights, chipmakers and autos led the charge such as Samsung Electronics (1.8%), Hyundai Motor (2.2%), and Kia Corporation (2.2%).

KOSPI Gains Momentum on Solid Economic Performance

The US dollar index fell to around 96.7 on Tuesday, its lowest level since February 2022, as growing concerns over the US fiscal outlook and trade uncertainty weighed on sentiment. Markets are closely watching the Senate’s progress on President Trump’s sweeping tax-cut and spending package, which is expected to add $3.3 trillion to the national debt. At the same time, investors are awaiting developments on trade negotiations between the US and key partners, with Trump’s 90-day reprieve on broad reciprocal tariffs set to expire next week. Adding further pressure on the  greenback, traders increased bets on deeper Federal Reserve rate cuts amid dovish signals from policymakers and ongoing pressure from Trump to reduce borrowing costs. The dollar dropped to a nearly four-year low against the euro and a three-and-a-half-year low against the British pound. Attention now turns to Thursday’s monthly jobs report for new signals on the strength of the US labor market.

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