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The Bank of Thailand: Current policy interest rates are supporting the economy.
2026-10-28
The Bank of Thailand: Current policy interest rates are supporting the economy.
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2026-10-28
The A-share innovative drug sector continued to rise, with Lemei Pharmaceutical and Baipusai both hitting the daily limit, while Northgene and Haichuang Pharmaceutical rose by more than 10%, and Pris, Yinuosi, Hualan Shares, Tebo Bio and Hengrui Medi
The A-share innovative drug sector continued to rise, with Lemei Pharmaceutical and Baipusai both hitting the daily limit, while Northgene and Haichuang Pharmaceutical rose by more than 10%, and Pris, Yinuosi, Hualan Shares, Tebo Bio and Hengrui Medicine followed suit.
2026-10-28
CITIC Securities says rapid AI-led growth has lifted headline US activity but masks sectoral divergence: production and credit are overheated while employment and household demand remain soft. The firm judges Fed policy is more likely to be swayed by
CITIC Securities says rapid AI-led growth has lifted headline US activity but masks sectoral divergence: production and credit are overheated while employment and household demand remain soft. The firm judges Fed policy is more likely to be swayed by political forces than by fundamentals; some Fed officials may coordinate with the Treasury to compress long-term yields. Post-midterms, reduced uncertainty could be a short-term positive for risk assets, though increased political polarization could create fresh shocks. Asset scenarios: base-case “hot continuation” — US equities, gold and China A-shares outperform, bonds lag; alternative “cold diffusion” — US Treasures, gold and A-shares lead. Gold is bullish across scenarios.
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