
欢迎阅读本周亚洲观察。印尼公布最新国内生产总值数据之际,该国正疲于应对火灾和雾霾带来的健康与经济影响,以及来自明晟潜在降级的市场压力。在美以对伊朗战争的余波中,该国还经历了燃料短缺。
Welcome to Your Week in Asia. Indonesia reports its latest gross domestic product figure as it wrestles with the health and economic impacts of fires and haze, as well as market pressures from a potential MSCI downgrade The country has also experienced fuel shortages amid the fallout from the U.S.-Israeli war against Iran.
美国举行中期选举,预计将对亚洲产生影响,因为整个政治谱系的选民都表示反对那些曾提振亚洲科技供应商利润的大型数据中心项目。选举结果也可能影响美中关系:尽管共和党和民主党都支持台北,但如果民主党接管国会参众两院中的一院或两院,他们可能会更急于向美国总统唐纳德·特朗普施压,推动向前推进总额达140亿美元的对台军售方案。
The U.S. holds midterm elections that are set to have implications for Asia, as voters across the political spectrum have signaled their opposition to the massive data center projects that have boosted Asian tech suppliers' bottom lines. The outcome might also influence U.S.-China relations: While Republicans and Democrats both support Taipei, if the Democrats take over one or both houses of Congress, they could be more eager to pressure U.S. President Donald Trump into moving ahead with a $14 billion arms package for Taiwan.
通过在X上关注我们,获取我们对亚洲的最佳报道及更多内容,我们的账号是@NikkeiAsia。我们也在Bluesky上开设了账号,账号为MONDAY。香港金融领袖投资峰会与金融科技周:金融界翘楚与企业家齐聚香港,迎来日程紧凑的演讲与社交周。来自全球多家最大银行和基金的高管预计将出席全球金融领袖投资峰会,该峰会与香港金融科技周大致同期举行。这两场活动召开之际,人工智能正为该行业带来新的风险与机遇。
Get the best of our coverage of Asia and much more by following us on X, where our handle is @NikkeiAsia We are also on Bluesky with the handle MONDAY Hong Kong financial leaders summit and Fintech Week Prominent players in the financial industry and entrepreneurs descend on Hong Kong for a busy week of speeches and networking. Top executives from many of the world's biggest banks and funds are due to attend the Global Financial Leaders' Investment Summit, which runs roughly in parallel with the city's Fintech Week. Both events come as artificial intelligence poses new risks and opportunities for the sector.
香港法律周:香港的另一场活动汇聚了法律界人士、商界领袖和政策制定者,共同探讨法律实践与跨境合作。今年的法律周还将标志着国际统一私法协会(UNIDROIT)首个海外联络处的开幕。该组织是一个总部设在罗马的政府间国际组织,致力于研究使各州之间的私法现代化、协调化和统一化的途径。
Hong Kong Legal Week Another event in Hong Kong brings together lawyers, business leaders and policymakers to discuss legal practices and cross-border collaboration. This year's Legal Week will also mark the opening of the first overseas liaison office of the International Institute for the Unification of Private Law (UNIDROIT), a Rome-based intergovernmental organization that studies ways to modernize, harmonize and coordinate private law between states.
数据:印尼贸易与通货膨胀。TUESDAY:美国民众前往投票站参加2026年中期选举,以决定是民主党还是特朗普的共和党控制国会。如果民主党赢得国会参众两院中的任何一院或两院,预计他们将把重点放在特朗普政府以为中国构建替代供应链为名达成的关键矿产交易中涉嫌存在的利益冲突上,以及在该总统的“解放日”关税之后谈判达成的贸易协议上。
Data: Indonesia trade and inflation TUESDAY Americans go to the polls for the 2026 midterm elections to decide whether Democrats or Trump's Republicans will control Congress. If the Democrats win either or both houses of Congress, they are expected to focus on alleged conflicts of interest in critical mineral deals struck by the Trump administration under the banner of building alternative supply chains to China, as well as on trade deals negotiated in the aftermath of the president's "liberation day" tariffs.
货币政策:澳大利亚。财报:Grab。数据:越南贸易与通货膨胀、韩国通货膨胀。WEDNESDAY:新加坡银行财报。新加坡最大的本地银行星展银行、大华银行和大华侨银行将公布第三季度财报结果——大华银行率先于周三发布,星展银行和大华侨银行则分别于周四和周五发布——与此同时,外界对利率走向的不确定性正在加剧。财富管理一直是这些借贷机构盈利的驱动力,尽管对于这种趋势能否持续存在诸多疑问。
Monetary policy: Australia Earnings: Grab Data: Vietnam trade and inflation, South Korea inflation WEDNESDAY Singapore bank earnings Singapore's largest local banks DBS, UOB and OCBC are set to report third quarter earnings results -- starting with UOB on Wednesday and followed by DBS and OCBC on Thursday and Friday, respectively -- as uncertainty mounts over the direction of interest rates. Wealth management has been a driver for the lenders' profitability, although questions abound over whether the trend can be sustained.
THURSDAY:印尼GDP。印尼公布7月至9月季度的GDP数据。在此期间,大规模森林火灾和火山爆发等自然灾害急剧增加,导致多起航班延误(包括往返雅加达的航班)的报道,引发了人们对经济损失的担忧。市场不确定性和金融环境引发的资本外逃也依然令人担忧。
THURSDAY Indonesia GDP Indonesia reports GDP data for the July-September quarter, when there was a sharp increase in natural disasters such as large-scale forest fires and volcanic eruptions, leading to reports of numerous flight delays including to and from Jakarta, raising concerns about economic losses. Capital outflows driven by market uncertainty and the financial environment also remain a cause for concern.
中国国际进口博览会开幕:上海举办年度进口博览会,全球企业将在会上展示他们旨在销往中国市场的新产品。背景隐忧则是对中国消费疲软和贸易失衡加剧的担忧,作为世界第二大经济体,中国正朝着又一个超过1万亿美元的顺差迈进。
China International Import Expo opens Shanghai hosts an annual import exhibition, where global companies will showcase new products they aim to sell in the Chinese market. Looming in the background will be concerns about sluggish Chinese consumption and widening trade imbalances, with the world's No. 2 economy on track for another surplus exceeding $1 trillion.
马来西亚货币政策决议:马来西亚国家银行公布今年最后一次利率决议,经济学家对该行是维持2.75%的利率不变还是提高借贷成本存在分歧。2025年7月,该央行将利率从3%下调了0.25个百分点,此后一直维持该利率不变。强劲的增长支持了可能加息25个基点的决定,不过温和的通胀为政策制定者留出了等到2027年的空间。
Malaysia monetary policy decision Bank Negara Malaysia announces its final interest rate decision of the year, with economists divided over whether it will hold at 2.75% or raise borrowing costs. In July 2025, the central bank cut the rate by 0.25 percentage point from 3% and has kept it at the same rate since. Strong growth supports a possible quarter-point increase, although subdued inflation gives policymakers room to wait until 2027.
财报:丰田汽车、索尼集团、任天堂。数据:菲律宾通货膨胀、泰国通货膨胀、台湾通货膨胀。FRIDAY:数据:菲律宾失业率。SATURDAY:新西兰大选。新西兰举行大选,根据目前的民调,执政的国家党和主要反对党工党都不大可能赢得绝对多数。这意味着在投票前支持率迅速上升的中派团体机遇党,可能会在塑造下一届政府中发挥决定性作用。
Earnings: Toyota Motor, Sony Group, Nintendo Data: Philippines inflation, Thailand inflation, Taiwan inflation FRIDAY Data: Philippines unemployment SATURDAY New Zealand election New Zealand holds its general election, with neither the ruling National Party nor the leading opposition Labour Party likely to win a simple majority based on current polling. That could mean the Opportunity Party a centrist group that has rapidly gained support in the run-up to the vote, could play a decisive role in shaping the next government. SUNDAY Vietnam President To Lam visits Japan Vietnamese President To Lam will make an official visit to Japan through Nov. 11, meeting Japanese Prime Minister Sanae Takaichi and making a state call on Emperor Naruhito.
SUNDAY:越南国家主席梁强访问日本。越南国家主席梁强将对日本进行正式访问至11月11日,会见日本首相高市早苗并向日本天皇德仁致礼节性拜访。此值河内寻求深化与关键经济和安全伙伴的关系之际,预计双方讨论的重点将是加强两国的全面战略伙伴关系,包括在经济安全、贸易、投资和技术合作等领域的合作。这将是梁强以目前身份对日本进行的首次正式访问。
The visit comes as Hanoi seeks to deepen ties with key economic and security partners, with discussions expected to focus on strengthening the two countries' comprehensive strategic partnership, including in the areas of economic security, trade, investment and technology cooperation. It will be Lam's first official visit to Japan in his current capacity.