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

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.

What is the premature redemption price for India's SGB 2021-22 Series VII?
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.

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.

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.

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.

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.

Phu My Hung's Triton Crown signals HCMC luxury supply
Phu My Hung's Triton Crown, a 297-unit luxury residential project launched in late September 2026, occupies one of the last four-frontage sites in Ho Chi Minh City's central Phu My Hung district, targeting affluent buyers.

BIS finds gold's safe-haven gains peak with loose finance
New research from BIS Working Papers, published 06 October 2026, indicates that gold prices experience their most significant gains from geopolitical risk when financial conditions are accommodative, a trend observed from 2024 to 2026.

How resilient is Singapore's bond market to rising US Treasury yields?
Singapore's corporate bond issuances reached S$28 billion year-to-date in 2026, on track to surpass 2025's total, as the Monetary Authority of Singapore monitors global market movements to maintain domestic stability.

RBI's ₹2,00,000 crore VRRR auction to absorb surplus funds
The Reserve Bank of India will conduct a Variable Rate Reverse Repo auction on 8 October 2026, aiming to absorb surplus funds from the banking system.

Has US eSLR Recalibration Improved Treasury Market Liquidity?
Federal Reserve Vice Chair Michelle W Bowman indicated on 1 October 2026 that initial observations suggest recent adjustments to the enhanced supplementary leverage ratio have positively impacted the US Treasury market by reducing constraints on major banks.
