In today’s briefing:
- Ohayo Japan | Stocks Weaker After Fed Cut
- Japan Morning Connection: Fed Cuts 25 Bps as Expected, Markets Finish Largely Unchanged
- Asia Real Estate Tracker (17-Sep-2025): APAC hotel investment down 23% in H1; recovery expected.
- Charted Insights: Can Artificial Intelligence Be the Decisive Lever for Viksit Bharat?
- EU Consumer Discretionary Sector – Mixed Trends
- Exencial Industry Tidings 17/09/2025
Ohayo Japan | Stocks Weaker After Fed Cut
- US stocks closed mixed Wednesday after the Fed’s expected 25 basis point rate cut, with the Dow gaining 0.6% while S&P and Nasdaq declined.
- Fujitsu and IBM Japan announced collaboration plans for generative AI, hybrid cloud, and healthcare services to meet growing DX demand
- Mitsubishi Corporation and Mitsui will jointly operate neighbouring Chilean copper mines from 2030, combining their stakes in Los Bronces with Codelco’s Andina mine.
Japan Morning Connection: Fed Cuts 25 Bps as Expected, Markets Finish Largely Unchanged
- Trump’s Miram quick to show how dovish a republican picked committee could look.
- Quantum names surged higher with D-Wave touting successes in Japan.
- Kokusai Elec now +36% in a week as the market finally sees the NAND connection with flash memory pricing to remain tight through 2026.
Asia Real Estate Tracker (17-Sep-2025): APAC hotel investment down 23% in H1; recovery expected.
- Hotel investments in the Asia-Pacific region saw a significant decline of 23% in the first half of the year.
- JLL forecasts a recovery in hotel investments for the remainder of the year in the APAC region.
- GLP completed its China income fund by selling five properties for $281 million this year.
Charted Insights: Can Artificial Intelligence Be the Decisive Lever for Viksit Bharat?
- “AI for Viksit Bharat” has laid out a strategic blueprint, arguing that Artificial Intelligence is not just an add-on but fundamental driver for achieving India’s aspirational 8% annual growth target.
- The report quantifies AI’s economic contribution to India’s GDP at an incremental $1.0 to $1.4 trillion by 2035, driven by both productivity gains and “leapfrog innovation,” far exceeding previous estimates.
- Realising this vision hinges on a multi-pronged approach that includes strengthening digital public infrastructure, and creating a sovereign data ecosystem, while navigating significant challenges in regulation and talent.
EU Consumer Discretionary Sector – Mixed Trends
- The EU consumer discretionary sector is mixed but improving, though the recovery remains uneven across goods and services.
- Tourism remains the standout, surpassing pre-pandemic levels with a record 2.99 billion nights in 2024. Hospitality, travel, and leisure therefore remain relatively bright spots.
- Non-Food retail volumes returned to year-on-year growth in 2025, yet large-ticket categories such as autos and durables continue to lag the broader discretionary recovery.
Exencial Industry Tidings 17/09/2025
- Novo to expand clinical trials of weight-loss drugs into obesity-related conditions
- Gems & jewellery exports up 5% in August 2025: GJEPC
- Jindal Steel International gives non-binding offer to acquire thyssenkrupp AG steel business
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