U.S. President Trump announced Audi will invest in Georgia.

野村在报告中指出，厄尔尼诺现象可能导致印度、泰国和越南的稻米产量下降。作为主要的大米进口国，菲律宾面临的风险最大。 亚洲大米出口价格正在上涨。10月，泰国和越南碎米率为5%的白米出口价格同比涨幅分别大幅升至36.9%和11.4%，而今年1月两国的同比涨幅分别为-14.6%和-21.6%。印度25%碎米率的长粒白米价格也有所上涨，但涨幅较小。 从供应端来看，降雨量低于正常水平，导致印度夏季水稻播种面积同比减少3.5%。随着厄尔尼诺现象可能持续增强至2027年第一季度，干旱状况可能使泰国难以为水库补水，进而限制第二季水稻产量。与此同时，菲律宾为弥补国内供应缺口，增加了大米进口，推动需求回升。 大米是亚洲居民的主食，其价格走势值得密切关注。2025/26年度，全球大米产量中仅有11.3%进入国际贸易市场，因此，某个国家的国内供应短缺可能对整个地区产生连锁影响。 菲律宾面临的风险最大，因为大米在其居民消费价格指数（CPI）篮子中的权重高达8.9%，为亚洲最高；此外，菲律宾也是亚洲最大的大米净进口国。

On Oct. 23 the State-owned Assets Supervision and Administration Commission (SASAC) held a central study session and instructed SOEs to align roles with new-era priorities and accelerate high-quality development. SASAC called for full implementation of the new development concept, optimization of the state-sector footprint, intensified R&D on key core technologies to boost SOE core functions and competitiveness, and stronger strategic support from the state sector. It urged rapid advancement and firm implementation of deeper SOE reforms to remove institutional barriers to high-quality enterprise development. SASAC also pushed to raise regulatory effectiveness by transforming oversight methods, accelerating penetrating supervision, improving the legal and institutional framework for state-asset supervision, and integrating supervisory channels to enhance professionalism, systemization, rule-of-law and efficiency. The commission reaffirmed Party leadership and deeper integration of Party building with business operations as a governance priority.