| 1 | China Galaxy & CICC launch > $1 b Southeast Asia funds: China Galaxy Securities and CICC plan over $1 b in PE and tech-focused funds for Southeast Asia—targeting AI, healthcare, renewables and gaming (Malaysia). This marks a continuing shift of Chinese capital outward amid trade tensions. (Reuters) | https://www.reuters.com/world/china/china-galaxy-cicc-plan-over-1-billion-investment-funds-southeast-asia-2025-07-31/ |
| 2 | Asian markets steady as trade deadline nears: APAC stocks edged higher amid caution over U.S.–China trade talks and Fed rate signals. MSCI Asia‑Pacific rose modestly ahead of a looming August 1 tariff deadline. (Reuters) | https://www.reuters.com/world/china/global-markets-wrapup-1-2025-07-30/ |
| 3 | Asian stocks slide on weak China data, copper drop: Equities in Hong Kong and China fell after disappointing PMI prints, while copper prices plunged nearly 20%. BOJ held rates but raised inflation outlook. (Reuters, Reuters) | https://www.reuters.com/world/china/global-markets-wrapup-1-2025-07-31/ |
| 4 | US‑South Korea trade deal: 15% tariff, $350 b investment: The U.S. and South Korea reached an agreement setting most tariffs at 15% and securing $350 b in Korean investment into the U.S. Companies hail clarity and reduced export risk. (Reuters) | https://www.reuters.com/world/asia-pacific/reaction-south-koreas-trade-deal-with-trump-2025-07-31/ |
| 5 | ADB downgrades Asia‑Pacific growth forecasts: ADB now sees developing Asia growing at 4.7% in 2025 (vs prior 4.9%), with Southeast Asia revised to 4.2%, due to rising U.S. tariffs, geopolitical tensions, and China’s slow property market. (Reuters) | https://www.reuters.com/world/asia-pacific/us-tariffs-trade-tensions-slow-growth-developing-asia-pacific-adb-says-2025-07-23/ |
| 6 | HSBC chair succession signals new leadership style: Mark Tucker will step down in September 2025. Sources say the ideal successor may be more behind-the-scenes—highlighting HSBC’s stabilised structure after major restructuring. (Reuters) | https://www.reuters.com/commentary/breakingviews/ideal-new-hsbc-chair-would-be-opposite-its-last-2025-07-30/ |
| 7 | India overtakes as APAC’s top office real estate market: CBRE survey finds India is now the leading APAC office leasing market—driven by demand in logistics, retail, and resilient commercial sentiment compared with slower Greater China and Australia. (economictimes.indiatimes.com) | https://economictimes.indiatimes.com/industry/services/property-/-cstruction/india-emerges-as-asia-pacifics-top-office-real-estate-market-on-robust-leasing-sentiment-report/articleshow/122019955.cms |
| 8 | Bain, KKR eye bids for Sapporo’s $2.7 b real estate arm: Multiple global buyout groups including Bain Capital and KKR prepare bids for Sapporo Holdings’ property assets in Tokyo—driven by activist investor pressure and real‑estate value unlock strategies. (Reuters) | https://www.reuters.com/sustainability/sustainable-finance-reporting/three-groups-eyeing-bids-sapporos-27-billion-property-business-sources-say-2025-07-30/ |
| 9 | Markets shrug off tariff volatility, says CGS CEO: At Reuters NEXT Asia, CGS International’s CEO noted growing desensitization to U.S. tariff threats. Chinese firms are increasingly relocating to Southeast Asia amid escalating trade unpredictability. (Reuters) | https://www.reuters.com/business/finance/global-markets-becoming-desensitised-trumps-tariff-shifts-2025-07-09/ |
| 10 | Luxury consumption in APAC evolving fast: A new report highlights changing consumer behavior in China, Japan, and Southeast Asia—emphasizing quality, emotionally rich storytelling, immersive in-store experiences, and niche brands over traditional prestige labels. (voguebusiness.com) | https://www.voguebusiness.com/story/consumers/how-asian-consumers-are-shopping-for-luxury-in-2025 |
