| 1 | Asian stocks inch up as Fed and tariff truce loom – MSCI Asia‑Pacific gains ~0.3%, led by Taiwan and Australia; Hong Kong & Japan dip, as U.S.–China talks remain unresolved. | https://www.reuters.com/world/china/global-markets-wrapup-1-2025-07-30/ (Reuters) |
| 2 | Asia shares ease after EU‑U.S. tariff agreement – MSCI APAC down 0.8%; Japan –0.9%; euro stabilizes after EU imposes 15% tariffs under U.S. trade pact. | https://www.reuters.com/world/china/global-markets-wrapup-2-2025-07-29/ (Reuters) |
| 3 | South Korea exports seen rising ~4.6% in July – Driven by chip sales and front-loading ahead of Aug. 1 U.S. tariff deadline. | https://www.reuters.com/world/asia-pacific/south-korea-exports-rise-july-ahead-us-tariff-deadline-2025-07-30/ (Reuters) |
| 4 | Australia Q2 inflation hits four-year low – CPI up just 2.1% y/y; core inflation 2.7%. Markets fully price in RBA rate cut next month. | https://www.reuters.com/world/asia-pacific/australia-q2-inflation-surprises-low-side-heralds-rate-cut-2025-07-30/ (Reuters) |
| 5 | Singapore holds policy steady amid easing trade tensions – MAS keeps exchange-rate policy unchanged after Q2 growth beat while preparing for volatility. | https://www.reuters.com/world/asia-pacific/singapore-keeps-monetary-policy-unchanged-trade-tensions-ease-2025-07-30/ (Reuters) |
| 6 | Thailand lifts 2025 growth forecast to 2.2% – Boosted by strong H1 performance and export growth; warns tariffs may slow momentum later. | https://www.reuters.com/world/asia-pacific/thai-government-slightly-raises-2025-growth-forecast-22-2025-07-30/ (Reuters) |
| 7 | Indonesia FDI drops nearly 7% in Q2 – Largest fall since 2020 amid geopolitics; domestic investment shores up total capital inflow. | https://www.reuters.com/world/asia-pacific/indonesias-fdi-drops-695-yy-q2-biggest-fall-since-2020-2025-07-29/ (Reuters) |
| 8 | China property sector may be bottoming out — Robeco – Asset manager says declining prices are slowing; recommends trading Chinese equities opportunistically. | https://fundselectorasia.com/robeco-chinas-property-market-has-bottomed-out/ (fundselectorasia.com) |
| 9 | Gold steady as markets await Fed policy outcome – With U.S. rates expected to hold, gold hovers near $3,324/oz; yields cool and dollar softens. | https://www.reuters.com/world/china/gold-prices-steady-investors-await-fed-policy-decision-2025-07-30/ (Reuters) |
| 10 | Global “72‑hour stress test” looms over markets – Investors brace for U.S. Fed, BoJ, BoC decisions, labor data and tariff cliff triggering geopolitical volatility. | | https://www.reuters.com/world/europe/global-markets-view-europe-2025-07-30/ (Reuters) |
