Briefings.
Short analysis, fast: one question, one evidenced answer, in under ten minutes’ reading.

Bank of Japan's October assets reach ¥626.19tn
The Bank of Japan's total assets reached 626.19 trillion yen by the end of October 2026, primarily driven by holdings of government securities and pecuniary trusts.

How will the Reserve Bank of India's ₹50,000 crore repo affect liquidity?
India's central bank will conduct a four-day variable rate repo auction on 9 November 2026, aiming to address prevailing short-term liquidity conditions in the financial system.

Singaporean REITs: Bond yields threaten stability
Despite attractive high yields and rising rents, analysts suggest Singaporean real estate investment trusts face potential impact from bond yield concerns, similar to those affecting the banking sector.

Fintech to seize 40% of banking revenue, boosting volatility
A Bank for International Settlements analysis projects traditional banks will retain three-quarters of assets, but new providers could capture 40% of revenue, increasing earnings volatility and deposit outflow risk.

Mirae's $12.5m Solana notes advance digital finance
Mirae Asset Securities (HK) Limited issued $12.5 million in tokenised notes on Solana, expanding its digital finance strategy for institutional distribution.

RBI sets SGB 2021-22 Series VII early redemption price
The Reserve Bank of India has set the early redemption price for Sovereign Gold Bond 2021-22 Series VII at ₹14,167 per unit, applicable to those opting out on November 2, 2026.

ECB's €50bn EUREP: Impact on global euro liquidity
The Eurosystem repo facility for central banks, updated this year, provides standing access and significant same-day liquidity to non-euro area central banks to manage euro funding needs.

SK Hynix earnings, returns drive Seoul KOSPI 6.6% surge
Seoul's KOSPI index advanced over 6% on 28 October 2026, reaching 6,012.44, following SK hynix's record quarterly earnings and a 100 trillion won shareholder return announcement.

BIS: Oil Discoveries Fuel Decade-Long Inflation Rise
New research from the Bank for International Settlements reveals that large oil and gas discoveries lead to a persistent rise in core consumer prices over a decade, with half the increase occurring before extraction begins.

RBI's ₹1.5 trillion repo operation: Liquidity impact
India's central bank announced a four-day variable rate repo auction for 26 October 2026, aiming to inject ₹1,50,000 crore into the banking system to influence short-term money market conditions.

BoJ: Japan's financial system stable, global uncertainties persist
Japan's central bank finds overall stability in its October 2026 assessment, but highlights persistent uncertainties from Middle East geopolitics, AI investment viability, and foreign non-bank financial intermediaries.

MAS, SGX RegCo urged to boost IPO scrutiny after declines
Persistent share price declines after initial public offerings on the Singapore Exchange are prompting calls for enhanced oversight by the Monetary Authority of Singapore and SGX RegCo, potentially affecting future valuations.

RBI to conduct ₹33,000 crore India bond auction
The Reserve Bank of India will conduct a re-issuance of Government of India securities totalling ₹33,000 crore on October 23, 2026, involving specific underwriting commitments for Primary Dealers.

KOSPI Falls 3.73% on AI, Chip Stock Concerns
Investor concerns over the artificial intelligence value chain and profit-taking in chip stocks led the Korea Composite Stock Price Index to close at 5,552.74, losing 215.27 points on 20 October 2026.

How will Vietnam's new fuel decree affect market pricing?
Vietnam's government is finalising a decree that will shift retail fuel price setting from central announcements to major distributors, following recent gasoline price drops of up to 6.7%.

What yield did India's ₹34,000 crore bond auction clear?
The Reserve Bank of India successfully auctioned its 6.94% Government Stock 2036 on 16 October 2026, accepting the full notified amount at an implicit yield of 7.3955%.

BIS: $1bn offshore NDF demand hits Asia's spot rates
A new BIS study reveals that a US$1 billion increase in offshore dollar demand can depreciate domestic spot rates by 10 basis points in minutes, widening offshore-onshore spreads.

SGX Policy: Banks Dominate Concentrated Market
Despite the Singapore Exchange's introduction of 10-share trading lots on October 5, 2026, market activity remains concentrated, with three local banks comprising a third of September's turnover.

RBI sets India 2019-20 Series V gold bond payout at ₹14,725
The Reserve Bank of India has fixed the premature redemption price for its Sovereign Gold Bonds, 2019-20 Series V, at ₹14,725 per unit for investors redeeming on October 15, 2026.

Analysts favour DBS ahead of Singapore Q3 earnings
Singapore's three major banks collectively shed over US$22 billion in market value last week, yet analysts remain positive on DBS, citing wealth management fee growth and dividend yield.

Hong Kong limits land sales despite housing rebound
Development Secretary Bernadette Linn Hon-ho announced plans for two sites in Q4 2026, including an 8,015-square-metre residential plot in Sha Tin expected to yield 960 flats.

IMF lifts South Korea's 2026 growth, cites chip exports
The International Monetary Fund lifted its projection for South Korea by 0.7 percentage point to 3.3% for 2026, citing strong semiconductor exports that offset global economic risks.

Vietnam's 9.95% Q3 growth: 2026 target needs Q4 surge
Vietnam's economy expanded by 9.95% in the third quarter of 2026, marking its quickest pace in four years, yet it requires a significant acceleration in Q4 to meet its annual goal.
