Deutsche Bank says despite high household debt, Australian households are more resilient to Reserve Bank of Australia rate hikes than expected. Improving household balance sheets are helping borrowers absorb tighter policy. Macro strategist Lachlan Dynan says household asset growth remains strong and debt-to-income has stabilised; he estimates the household debt-to-asset ratio is at its lowest since 1997. Dynan adds the cash-flow transmission of monetary policy appears weaker than over the past

Samsung Electro-Mechanics will invest nearly $5.1bn through 2028 to expand production of FC-BGA (flip‑chip ball grid array) substrates, used in AI servers, robotics and smart-car chips, strengthening Vietnam’s role in AI server and high-performance computing component manufacturing. The company, an electronic components unit of Samsung Group, plans 4.27 trillion won (~$3.2bn) for a Sejong, South Korea plant — its largest single-product investment to date — and 2.51 trillion won (~$1.87bn) for its Vietnam unit; the Vietnam facility, which ran FC-BGA trials in Thai Nguyen province in 2022, is being scaled to mass production.

土耳其央行行长：通胀预期改善不及预期，是去通胀进程面临的风险。