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Bandar Seri Begawan, Brunei Local 13:00 · Thu · working now Bandar Seri Begawan is framing the week around hydrocarbon competitiveness and a Financial Sector Blueprint 2026–2035 that pushes system assets to BND25.9 billion while business lending has doubled since 2016. The Sultan's quarterly review of Brunei LNG and gas carriers underscores cost discipline as IMF staff still project 2.3% growth but wide fiscal deficits if energy prices fade—an energy-state tension that tracks Brent even without a local equity tape.
The Star · IMF
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Kabul, Afghanistan Local 09:30 · Thu · working now Kabul desks are parsing a split tape: Afghanistan Bank's Supreme Council reaffirmed monetary stability and rising deposits even as household surveys show food insecurity deepening and retailers reporting thinner baskets. World Bank staff still estimate roughly 4.8% GDP growth, but that headline rarely reaches wage earners when diesel and transport costs stay elevated—so the week's policy focus is whether electronic banking and Islamic finance expansion can channel liquidity without reigniting inflation on imported staples.
Omid Radio · Ariana News
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Dhaka, Bangladesh Local 11:00 · Thu · working now Dhaka's DSEX sits near 5,578 after a 42% jump in average turnover, with foreigners net buying roughly Tk70 crore in September as MSCI prepares to resume normal index reviews from November. The tape still trades a fuel-price hike that raised pump costs Tk20 per litre—garment and logistics margins are the swing factor—while Bangladesh Bank kept policy rates unchanged, disappointing hopes for easing into the June fiscal earnings season.
Business Standard · Financial Express
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Kathmandu, Nepal Local 10:45 · Thu · working now Kathmandu desks are absorbing the fiscal aftershock of the August Bhotekoshi floods, with government assessments putting damage and losses near NPR408 billion and recovery needs above NPR723 billion—roughly a third of the federal budget. NEA alone warns of up to NPR10 billion in lost power revenue while cheap bank liquidity still fails to pull private investment off the sidelines, keeping hydropower reconstruction and tax relief packages at the center of the week's policy conversation.
Kathmandu Post · OnlineKhabar
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Muscat, Oman Local 09:00 · Thu · working now Muscat is trading a Gulf paradox: S&P and the IMF both lifted 2026 growth toward 3.5–3.7% as Duqm and Salalah keep exports away from Hormuz chokepoints, yet national accounts still show oil lifting GDP share while construction and hospitality contract in real terms. Manufacturing output jumped 16% in the first half, supporting Vision 2040 diversification talk, but the MSX's equity rally and property inflation remind investors that hydrocarbon windfalls—not services—still finance the fiscal surplus markets now price.
The National · Arabian Post
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Sydney, Australia Local 15:00 · Thu · working now Sydney's morning tape is a duration story: the ASX 200 fell more than 1% by mid-session as 30-year U.S. yields held at multi-decade highs, erasing Wednesday's inflation-driven relief even though August CPI at 4.0% had left the index up 0.92% at quarter-end. Lynas Rare Earths' A$968 million scrip bid for Meteoric Resources adds a strategic metals subplot, while Suncorp's denial of takeover talk after a price query shows how thin liquidity can amplify single-name moves when every sector prints red.
The Market Floor · FNArena
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Tokyo, Japan Local 14:00 · Thu · working now Tokyo's Tankan day delivered a sixth straight rise in large-manufacturer sentiment to plus 24—just shy of forecasts—while non-manufacturers eased to plus 35 and firms still see inflation near 2.6% three years out. The Nikkei rose about 1% in morning trade as chip names led, but the BOJ's gradual-tightening narrative remains intact: AI export demand is carrying the print even as Middle East energy costs feed into capex plans that rose only 11.3% year on year.
Nikkei Asia · Reuters
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Seoul, South Korea Local 14:00 · Thu · working now Seoul closed October's first session with the KOSPI down 0.48% at 6,838 as foreigners extended a fifth month of net selling—cumulative outflows near 135 trillion won—despite Micron's record quarter. Samsung Electronics still finished lower while SK Hynix eked out a gain, a split that shows Korean chip beta remains hostage to 10-year Treasury yields near 5.3% even when AI memory earnings beat after the bell.
Seoul Economic Daily · MoneyToday
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Shanghai, China Local 13:00 · Thu · working now Shanghai desks are on Golden Week closure through October 7, leaving the composite's pre-holiday finish near 3,840 and a full-week Stock Connect suspension as the reference for offshore positioning. Strategists already frame October as an earnings-verification month after September's steady close, meaning A-share liquidity stays thin until reopening while Hong Kong alone carries China beta from Friday onward.
SSE · Fazen Markets
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Taipei, Taiwan Local 13:00 · Thu · working now Taipei closed September with the TAIEX up 0.65% at 47,940 after a record 18,976-point gain through three quarters, as foreigners net bought about NT$296 billion and panel names led the tape. October opens with the same yield cap on multiples that hit Sydney and Seoul—Micron's blowout only partly offsets duration—so TSMC's mid-month briefing remains the pivot for the world's hottest semiconductor benchmark.
Taiwan News · Well News
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Hong Kong, China (SAR) Local 13:00 · Thu · working now Hong Kong is closed Thursday for National Day after the Hang Seng capped a 7.57% third-quarter gain, with southbound flows returning nearly HK$60.8 billion in September. Friday's reopen—while the mainland stays shut through Golden Week—will test whether offshore China beta can absorb sticky U.S. yields without Stock Connect, leaving H-shares and the offshore yuan as the only live price-discovery channels until October 8.
Finance Calendar · Fazen Markets
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Manila, Philippines Local 13:00 · Thu · working now Manila's PSEi sank 1.03% to 5,679.48—its 2026 low and weakest close in more than ten months—as BSP warnings that September inflation could hit 7.4% collided with a softer peso at 62.64 and climbing U.S. yields. Outsourcing and consumption names remain the macro spine, but the tape is pricing a hawkish repricing before official CPI on October 6 and Friday's U.S. payrolls.
Philstar · Philstar