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The Bank of Thailand's meeting minutes indicate that inflation is expected to rise in Thailand for the remainder of this year and into early next year. Upside risks to inflation warrant close monitoring due to increased uncertainty.

2026-11-11

The Bank of Thailand's meeting minutes indicate that inflation is expected to rise in Thailand for the remainder of this year and into early next year. Upside risks to inflation warrant close monitoring due to increased uncertainty.

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2026-11-10

Bank of England Deputy Governor Lombardelli: I would not rule out the possibility of a rate hike in December or February.

Bank of England Deputy Governor Lombardelli: I would not rule out the possibility of a rate hike in December or February.
2026-11-11

UBS China equity strategist Wang Zonghao said UBS’s tracking of about 800 active foreign funds shows foreign institutional allocations to China equities were broadly unchanged in Q3. By sector, international investors net increased positions most in

UBS China equity strategist Wang Zonghao said UBS’s tracking of about 800 active foreign funds shows foreign institutional allocations to China equities were broadly unchanged in Q3. By sector, international investors net increased positions most in healthcare, internet and technology—likely aided by IPOs and placements—and trimmed insurance, basic materials and autos. UBS remains constructive on China AI tech hardware given attractive risk/reward, but warns the recent global tech sell-off could produce further spillovers into domestic names. With AI sentiment still fragile and public mutual funds’ AI hardware holdings remaining elevated, Wang recommends a barbell approach pairing tech hardware with banks.
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