Core Viewpoint - The AMRO report indicates an upward revision of economic growth forecasts for the ASEAN+3 region, reflecting resilience against external shocks despite global uncertainties [1][2]. Economic Growth Projections - The ASEAN+3 region is expected to achieve a GDP growth rate of 4.3% in 2025 and 4% in 2026, both revised upward by 0.2 percentage points from the previous report in October 2025 [1]. - Vietnam is projected to have the highest GDP growth rate among ASEAN+3 economies at 7.6% in 2026, highlighting its increasing role in regional supply chains and the effectiveness of foreign investment in manufacturing, technology, and export services [2]. Inflation Trends - The overall inflation rate in the ASEAN+3 region is anticipated to reach 0.9% in 2025 and slightly increase to 1.2% in 2026, remaining significantly below long-term averages [1]. - Controlled inflation is expected to provide ASEAN+3 economies with policy space to respond flexibly to unexpected financial or trade shocks [1]. Economic Resilience Factors - The report emphasizes the significant recovery capacity of the ASEAN+3 region, effectively overcoming global uncertainties [1]. - Strong technological demand and ample foreign direct investment have played crucial roles in mitigating the negative impacts of trade conflicts [1].

Core Insights - The cashew industry in Ghana has the potential to generate over $660 million annually if effectively regulated, supported by adequate processing infrastructure and strong export facilitation [1] - Cashew is one of Ghana's most valuable export commodities, playing a crucial role in non-traditional export revenue and rural employment [1] - Currently, Ghana exports cashews worth approximately $300 million annually, with over 90% exported as raw nuts rather than processed nuts, missing significant opportunities for value addition and economic growth [1] Industry Measures - The Ghana Tree Crop Development Authority is implementing measures to stabilize agricultural product purchase prices, strengthen licensing processes, and ensure transparency across the value chain [1] - These initiatives aim to protect farmers from market exploitation, attract investment for local processing facilities, and solidify Ghana's position as a leading cashew exporter in West Africa [1]

2026年依然会是一个充满挑战的年份，市场状况将与2025年类似。全球供应量 预计会增加，而像印度尼西亚这样的主要合作伙伴由于实施了粮食自给政策， 其需求则可能会大幅下降。其他风险因素还包括全球经济的放缓、泰铢汇率的 波动，以及地缘政治紧张局势所带来的运输成本上升。这些紧张局势可能会促 使一些国家增加进口，以建立粮食安全储备。 泰国政府今年将大米出口目标定在了700万吨。为了实现这一目标，该组织与 私营部门共同制定了行动计划，包括派遣贸易代表团去加强与日本、中国、美 国、加拿大和南非等主要进口国的关系；同时，继续推动与中国和新加坡之间 的政府间贸易往来。 此外，还计划进一步开发德国、瑞士和美国的高端细分市场；同时，在国际贸 易展览会上推广泰国大米，为小型企业家提供商业合作机会，并利用数字营销 手段提高年轻人群及全球消费者的认知度。 （原标题：由于年末需求旺盛，泰国大米出口量超过了2025年设定的目标） 据曼谷邮报1月22日报道，根据外贸部的数据，2025年大米出口量达到了 790万吨，超出了最初设定的750万吨的目标。这一增长得益于主要进口商为迎 接圣诞节、新年和农历新年而增加的采购订单。 泰国贸易部的秘书长 ...

（原标题：1.86亿塞地硬币面临使用风险） 据《商业与金融时报》1月19日报道，加纳人越来越不愿意接受小面额硬币——从 20 比塞瓦（0.20 加纳 塞地）到 1 比塞瓦（0.01 加纳塞地）——这导致商家和顾客之间产生摩擦。 商家表示，"清点所有这些小额硬币很费时间，大多数人只是把它们扔进一个碗里，根本没人认真清点 过，"商家还抱怨银行对硬币存款收取手续费或设定限额，使得将积累的小额零钱返还给正规金融系统 成本很高。有商家解释说，"直接告诉顾客你不会接受他们就容易多了。" 加纳银行最新年度报告显示，这些硬币约占流通货币的1.8636亿加纳塞地，约占所有硬币价值的21%， 占流通货币总量的0.26%。然而，它们的实用性正日益受到质疑。 根据加纳银行2024年年度报告，面值20比塞瓦（0.20加纳塞地）的硬币流通量约为1.20208亿加纳塞地， 是零钱中最值钱的部分。面值10比塞瓦（0.10加纳塞地）的硬币约为5464.2万加纳塞地，面值5比塞瓦 （0.05加纳塞地）的硬币约为1033.1万加纳塞地。面值1比塞瓦（0.01加纳塞地）的硬币虽然在日常交易 中很少使用，但其价值仍约为117.5万加纳塞地。 加纳专业 ...

（原标题：加纳签署本土黄金精炼协议） 根据安排，黄金海岸精炼公司将配合相关政策延长运营时间，预计将创造更多就业岗位。业内人士指 出，此举有助于加纳提升在全球黄金产业链中的地位，增强其作为非洲重要黄金生产国的影响力。 据"乐在网"1月20日报道，加纳黄金局与黄金海岸精炼公司签署合作协议，计划在国内建立系统化黄金 精炼体系，降低对原金出口的依赖。根据1月20日签署的协议，该国手工采矿和大规模采矿生产的黄金 将在国内完成提纯，达到99.9%的国际最高纯度标准后再进行出口。 加纳黄金局负责人表示，这项合作将帮助加纳减少精炼费用外流，相关资金可更多用于支持本国经济发 展。目前加纳每天出口约1吨黄金，新措施实施后，这些黄金将以精炼金形式进入国际市场。 ...

Group 1 - The Thai government agencies, including the Bank of Thailand, have been advised to take swift action to maintain the Thai baht at an appropriate level due to its appreciation impacting exporters, particularly in agriculture and food sectors, which are crucial as exports account for 60% to 70% of Thailand's GDP [1] - The appreciation of the baht has led to a profit margin squeeze for exporters, with a reported increase of 7% to 10% in the baht's exchange rate against the dollar in 2025, continuing to rise [1] - The Thai National Shipowners Association has indicated that the baht's appreciation could reduce export revenues by 5% to 10%, affecting profit margins if product prices cannot be increased [1] Group 2 - The central bank is urged to closely monitor the baht's appreciation trend to prevent excessive exchange rate disparities with neighboring currencies and to regulate short-term speculative activities [2] - The Vice President of the Federation of Thai Industries has expressed concerns that without immediate measures, Thailand's competitiveness in the global market will decline, potentially leading to a decrease in foreign tourist numbers [3] - The FTI has called for better government responses to fluctuations in the baht's exchange rate caused by currency trading, capital flows, and gold and digital asset transactions, aiming to curb speculative behavior and excessive volatility [4] Group 3 - The Bank of Thailand's Governor has noted that the baht's rise to 31 baht per dollar is primarily driven by rising gold prices, with gold trading accounting for approximately 35% of all foreign exchange transactions [5] - The central bank is preparing to issue notifications requiring large domestic gold traders to report transactions made in baht through mobile applications, with proposed daily transaction limits set between 50 million to 100 million baht [5]

（原标题：都柏林酒店平均每日房价目前为174欧元） 《爱尔兰独立报》1月15日报道，爱尔兰旅游局 (Fáilte Ireland) 的研究发现，都柏林酒店的平均每 日房价已从2019年的142欧元上涨至174 欧元，比过去六年上涨了23%。在包括许多欧洲首都和其他大 城市的类似市场中，都柏林排名第 11位。企业部长伯克在爱尔兰议会表示："就酒店入住率而言，都柏 林是对比城市中表现第二好的市场，截至去年10月入住率为83.2%。"伯克先生在爱尔兰议会表 示："2025 年整体旅游业表现依然强劲，尽管略低于2024年达到的异常高水平，但与2023年持平。"爱 旅游局将于明年5月起实施并管理一套新的短期租赁监管体系。这意味着任何提供不超过21晚短期租赁 的房源都必须通过数字化系统向旅游局注册。爱有超过34,000处房产可供短期出租，其中近三分之二的 房产被宣传为"整套"房屋和公寓。 ...

2025年，商品价格平均上涨1.1%，2024年涨幅为0.2%。包含抵押贷款利息的服务价格上涨2.9%， 低于上年3.4%的涨幅。涨幅最大的是食品和非酒精饮料，价格上涨4%；教育类价格上涨3.9%，餐饮和 酒店，酒精饮料和烟草价格均上涨3.1%。能源产品价格平均下降0.2%。 （原标题：2025年爱尔兰通胀率升至2.2%） 《爱尔兰时报》1月15日报道，中央统计局（CSO）最新数据显示，去年全年平均通胀率为2.2%， 较前一年的2.1%略有上升，但较2023年的6.3%大幅回落。 CSO指出，教育的年度价格变化反映了去年10月起高等教育相关成本的上涨。从年度涨幅最大的种 类看，餐饮和酒店业提高了持牌场所、餐厅和咖啡馆等场所的酒类和食品价格，酒店住宿成本也有所增 加；住房和水、电、燃料及其他燃料的上涨，主要源于租金、抵押贷款利息还款及电费的上升；食品和 非酒精饮料类别的上涨是由于肉类、巧克力及糖果、牛奶、奶酪、鸡蛋、面包和谷物等多类商品价格的 普遍上涨；杂项商品和服务的上涨主要是由于健康保险保费的提高、理发店及个人护理机构价格的上 涨，以及儿童保育服务价格的上涨。 ...

Core Viewpoint - The article discusses three key factors contributing to the decline of the US dollar, as articulated by Peter Brown, the manager of Baggot Investment in Ireland [1]. Group 1: Factors Leading to Dollar Decline - The first factor is the uncertainty stemming from President Donald Trump's interventions in the Federal Reserve [1]. - The second factor involves the US facing substantial debt repayment, necessitating the Federal Reserve to purchase its own debt, which negatively impacts the dollar. Additionally, the confiscation of Russian-held US bonds has raised concerns about the safe-haven status of US Treasuries [1]. - The third factor is the risk of over-concentration of investments in the US, with US stocks comprising 75% of the MSCI World Index and the US accounting for 26% of global growth. The overvaluation of tech stocks has led to a withdrawal of investments from the market, contributing to the dollar's decline [1].

Core Insights - Ireland's exports to Iran are projected to decline significantly by 2025, with current figures showing exports just below €5.7 million for the first ten months of the previous year [1] Group 1: Export Data - In 2024, Ireland exported nearly €40 million worth of agricultural products to Iran, while imports from Iran were valued at €664,000 [1] - The majority (67%) of the exports in 2024 consisted of chemicals, beverages, and industrial chemicals [1] Group 2: Trade Relations - The trade relationship between Ireland and Iran is characterized by very limited service trade [1] - Former President Trump's trade policies primarily targeted goods rather than services, impacting the trade dynamics between the two countries [1]