Asia Market Movers: AI growth still strong, valuations remain reasonable: boom underpinned by capex, not hype

Friday, 10 Oct, 2025 Stock market update AI growth still strong, valuations remain reasonable: boom underpinned by capex, not hype UBS says investors should stay engaged in artificial intelligence, arguing that the rally remains supported by innovation, adoption, and accelerating capital expenditure rather than hype. The bank poi Central Banks PBOC is expected to set the USD/CNY reference rate at 7.1329 – Reuters estimate People's Bank of China USD/CNY reference rate is due around 0115 GMT. The People's Bank of China (PBOC), China's central bank, is responsible for setting the daily midpoint of the yuan (also known as Learn more Commodities China's sweeping export rules threaten US AI and chip supply chains China has imposed sweeping new export controls that extend far beyond semiconductors, covering key industrial inputs like rare earths and even drilling equipment. Headlines on this here from yesterday News Japan PPI (September 2025) +2.7% y/y (expected +2.5%) Japan PPI, AKA Corporate Goods Price Index: +2.7% y/y expected +2.5%, prior +2.7% +0.3% m/m expected +0.1%, prior -0.2% News Citigroup expects softer US CPI, disinflation trend intact. Weaker labour, housing markets Citigroup economists forecast that the US core Consumer Price Index (CPI) rose 0.28% in September, a slower pace than August's 0.35%, indicating continued moderation in inflation pressures. ICYMI, it News Bessent says he expects a rebalancing 'soon', where India buys less Russian oil US Treasury Secretary Bessent Soon we are going to see rebalancing where India buys less Russian oil India is going to start rebalancing over next few weeks and months in favor of U.S. oil Argentina's News Escalation - Trump to deploy US boots on the ground in Middle East, but not in Gaza The United States will send 200 troops to form the core of a multinational task force aimed at stabilising Gaza, though none will operate inside the enclave, two senior US officials said. The unit wil Central Banks ICYMI: NY Fed's Williams backs further rate cuts to shore up labour market New York Federal Reserve President John C. Williams said he supports more interest rate cuts this year to protect a softening labour market, even though inflation has risen above the Fed's 2% goal in Learn more Central Banks Reserve Bank of Australia Governor Bullock says services inflation remains a little sticky Reserve Bank of Australia Governor Bullock and Assistant Governor (Financial Markets) Christopher Kent are giving testimony in parliament this morning Sydney time Bullock says services inflation remai

News Analysis Education Find a Broker Connect with us on your favorite social network This email was sent to << Test Email Address >> Why did I get this? Unsubscribe from this list Update subscription preferences Finance Magnates CY Limited 11 Apostolou Andrea Hyper Tower 3rd floor Mesa Geitonia, Limassol 4007, Cyprus investingLive is not an investment advisor, investingLive provides references and links to selected news, blogs and other sources of economic and market information for informational purposes and as an educational service to its clients and prospects and does not endorse the opinions or recommendations of the blogs or other sources of information. Clients and prospects are advised to carefully consider the opinions and analysis offered in the blogs or other information sources in the context of the client or prospect's individual analysis and decision making. None of the blogs or other sources of information is to be considered as constituting a track record. Past performance is no guarantee of future results and investingLive specifically hereby acknowledges clients and prospects to carefully review all claims and representations made by advisors, bloggers, money managers and system vendors before investing any funds or opening an account with any Forex dealer. Any news, opinions, research, data, or other information contained within this website is provided on an "as-is" basis as a general market commentary and does not constitute investment or trading advice, and we do not purport to present the entire relevant or available public information with respect to a specific market or security. investingLive expressly disclaims any liability for any lost principal or profits which may arise directly or indirectly from the use of or reliance on such information, or with respect to any of the content presented within its website, nor its editorial choices.

This email was sent to trungtamthuchanhmt.hanghai18021960@blogger.com why did I get this?    unsubscribe from this list    update subscription preferences investingLive · 11 Apostolou Andrea, Hyper Tower 3rd floor, Mesa Geitonia · Limassol 4007 · Cyprus