Daily Brief Thematic (Sector/Industry): RCEP: Unlocking ASEAN’s Strategic Potential Amid the U.S.-China Trade Realignment and more

In today’s briefing:

RCEP: Unlocking ASEAN’s Strategic Potential Amid the U.S.-China Trade Realignment
India’s Q1 FY 2026 GDP Surprise: 7.8% Growth Amid Tariff Turbulence
APAC Healthcare Weekly (Aug 31) – Terumo, Eisai, Chugai, Daiichi Sankyo, Beigene, Remegen, Telix

RCEP: Unlocking ASEAN’s Strategic Potential Amid the U.S.-China Trade Realignment

ASEAN’s strategic growth, digital expansion, and supply chain diversification present unmatched investment opportunities amid global geopolitical shifts. Act now to capitalize on its transformative decade.
As ASEAN strengthens regional trade and digital infrastructure, it offers resilient, high-margin opportunities for long-term investors seeking diversification and growth in a changing global landscape.
ASEAN is reshaping the future of Asia’s economy—poised for rapid growth, innovation, and supply chain leadership. Seize this moment for strategic, long-term value creation.

India’s real GDP surged 7.8 % YoY in Q1 (April–June) of FY 2025‑26, well above expectations and the previous quarter’s 7.4 % pace.
The upswing, driven by robust services, agriculture, and government spending, underscores India’s macro resilience despite looming U.S. tariffs, offering a rare growth bright spot globally.
While Q1 numbers remain strong, the key question over the next 3–6 months is whether consumption, investments, and reforms can offset external shocks and sustain the momentum.

Terumo is acquiring OrganOx, a leading innovator in organ preservation devices. Eisai received FDA approval for once weekly Leqembi subcutaneous injection for maintenance dosing.
Chugai Pharmaceutical’s partner Eli Lilly announced positive topline results from the Phase 3 trial of oral GLP-1 drug candidate. Daiichi Sankyo received approval for Datroway in China.
Beigene announced positive topline results from a Phase 1/2 study of sonrotoclax in mantle cell lymphoma. Telix Pharmaceuticals received a Complete Response Letter from the FDA regarding Zircaix.

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