In today’s briefing:
- Ohayo Japan | Three-Day Losing Streak
- Japan Morning Connection: AI and Tech Strength Cooling Ahead of Potential Govt Shutdown and EoQ
- Thematic Report on India’s Auto Boom: Is Policy the New Fuel Igniting a Cyclical Revival?
- Exencial Industry Tidings 25/09/2025
- Singapore Market Roundup (25-Sep-2025): Food Empire gears up for growth with funds ready.
- Asia Real Estate Tracker (25-Sep-2025): SF Giants owner sells Wan Chai apartments for $71M.
- What’s New(s) in Amsterdam
Ohayo Japan | Three-Day Losing Streak
- US stocks fell for a third session as strong jobless claims and GDP data fuelled Fed policy uncertainty, with Big Tech under pressure, Oracle sliding and Tesla dropping over 4%.
- Intel surged 10% on reports it is seeking Apple investment, though analysts doubt prospects for deeper collaboration or chip production shifts away from Apple’s current supplier, Taiwan-based TSMC.
- President Trump signed an order formalizing US approval of TikTok’s $14B US spin-off from ByteDance, kicking off milestones like organization, technical hurdles, Congressional buy-in, and Chinese approval amid trade talks.
Japan Morning Connection: AI and Tech Strength Cooling Ahead of Potential Govt Shutdown and EoQ
- Intel keeping the tech tape green on the news it has also reached out to TSMC for partnership
- Memory names seeing further profit taking while filing shows Toshiba has made a small sale of its Kioxia holdings.
- Medtech and trucks the latest victims of tariff uncertainty after announcements overnight
Thematic Report on India’s Auto Boom: Is Policy the New Fuel Igniting a Cyclical Revival?
- The Indian automobile sector is at a critical juncture, with recent GST rate rationalization and the imminent 8th Pay Commission for government employees converging to create a powerful demand stimulus.
- These policy-driven catalysts are directly addressing long-standing affordability issues, particularly in the entry-level passenger vehicle and two-wheeler segments, positioning the industry for a multi-year cyclical upswing.
- While challenges remain, the clear legislative support and improving macroeconomic environment suggest a significant demand revival, making a fresh look at India’s auto OEMs a necessity for investors.
Exencial Industry Tidings 25/09/2025
- Offline mobile sales decline 40% as consumers await online sale events
- JSW Steel reports 15.4% growth in crude steel production in August 2025
- Car dealerships face losses of up to Rs.2.5 billion due to removal of compensation cess
Singapore Market Roundup (25-Sep-2025): Food Empire gears up for growth with funds ready.
- Food Empire prepares for growth with a financial war chest.
- DBS raises MPACT target price to $1.60 as earnings hit bottom.
- SATS positioned well to benefit from trade redirection, says CGSI.
Asia Real Estate Tracker (25-Sep-2025): SF Giants owner sells Wan Chai apartments for $71M.
- A minority owner of the San Francisco Giants has sold serviced apartments in Wan Chai for $71 million.
- IGIS Asia Life Sciences Real Estate Fund is aiming to acquire $350 million in assets across Asia.
- GIC and Brookfield have teamed up for a major $1 billion office investment in India, showcasing growth.
What’s New(s) in Amsterdam
- Outgoing Minister of Social Affairs Mariëlle Paul has decided that grocery delivery company Picnic, along with other e-commerce firms like Flink, will remain exempt from the collective labor agreement (CLA) for supermarkets.
- This exemption, long contested in court, is crucial for Picnic. According to Picnic CEO Michiel Muller, applying the supermarket CAO would raise labor costs by around 40%, since his company does not rely heavily on lower-paid young workers, unlike traditional supermarkets.
- Muller had even suggested that Picnic might leave the Netherlands without this dispensation.
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