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General Statistics Office of Vietnam: Vietnam's rice exports rose 13.7% YoY in August.

2026-09-03

General Statistics Office of Vietnam: Vietnam's rice exports rose 13.7% YoY in August.

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2026-09-03

Goldman Sachs points out that approximately 70% of global sugar exports are concentrated in Brazil, India, and Thailand, all three major producing regions highly exposed to the risks of drought or flooding brought about by El Niño. NOAA assesses that

Goldman Sachs points out that approximately 70% of global sugar exports are concentrated in Brazil, India, and Thailand, all three major producing regions highly exposed to the risks of drought or flooding brought about by El Niño. NOAA assesses that the current El Niño has already formed and has a greater than 90% probability of developing into a "super El Niño" in the winter of 2026-2027. In such a highly concentrated supply market, weather risks can easily be amplified into global supply risks. India is currently the most closely watched variable. Goldman Sachs states that rainfall in India's main sugarcane producing regions during this growing season has fallen below the historical 10th percentile, a trend very similar to the 2015/16 super El Niño, when India's sugarcane yield was about 9% lower than the long-term average. If the drought continues until October, the harvest season from November 2026 to April 2027 could be suppressed. More importantly, India's current inventory is already low, and it has banned sugar exports until the end of September 2026 while simultaneously eliminating import tariffs on sugar. India typically accounts for about 6% of global sugar exports. If production forecasts continue to be revised downwards, the market will need to trade not only the production cuts, but also the risk of India shifting from an exporter to a net importer.
2026-09-03

The China Securities Association has circulated a draft titled Demonstrative Practice No.7 — Securities-firm M&A to brokerages for comment, framing M&A work in three stages: preparatory, transaction and post-deal integration. In the integration phase

The China Securities Association has circulated a draft titled Demonstrative Practice No.7 — Securities-firm M&A to brokerages for comment, framing M&A work in three stages: preparatory, transaction and post-deal integration. In the integration phase the association urges tighter project management for major tasks — legal/entity and IT/system cutovers, client migration and subsidiary consolidation — to ensure timely, error-free completion; stronger external and internal coordination, including proactive engagement with regulators to resolve integration bottlenecks and cross-unit coordination to clear issues promptly; and enhanced oversight through special task forces, regular reporting and dedicated meetings to dynamically track progress and secure orderly, end-to-end integration.
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