根据中央银行发布的六个月宏观经济和金融状况报告，尼泊尔在 (2025/26财年)7 月中旬至 1 月中旬期间 收到了价值 1.06 万亿卢比（10629.3 亿卢比）的汇款，汇款流入量大幅增加，同比增长39.1%。 尼泊尔《共和报》2月3日报道: ...

Core Insights - The World Bank's Board of Executive Directors approved a $95 million project to support over 100,000 SMEs in Nepal, aimed at expanding financing channels and promoting employment-oriented private sector growth [1] Group 1: Project Objectives - The project will strengthen the risk-sharing and financial sustainability of the Deposit and Credit Guarantee Fund (DCGF) [1] - It will introduce new guarantee products targeting underfinanced groups, such as women entrepreneurs, simplifying financing processes and reducing transaction barriers [1] - The initiative aims to enhance financial inclusion and assist businesses in integrating into regional and global value chains [1] Group 2: Technical and Institutional Upgrades - The Sustainable and Inclusive Finance Project (SIF) builds on the results of the Financial Sector Reform Policy Credit, which ends in 2024 [1] - It will invest in upgrading the technical and institutional capacity of Nepal's Credit Information Bureau (CIBN), expanding data coverage, integrating alternative data sources, and strengthening data security and privacy protection [1] Group 3: Addressing Financing Challenges - The project aligns with the government's second phase of the Financial Sector Development Strategy, supported by the International Finance Corporation [1] - It focuses on improving financing challenges faced by SMEs due to insufficient collateral and limited credit history by upgrading management systems, enhancing claims efficiency, and introducing risk-based pricing and first-loss insurance mechanisms [1]

Core Viewpoint - Suzuki Motor has agreed to sell its manufacturing plant in Rayong, Thailand, to Ford and will cease all domestic production by the end of 2025 due to a significant decline in output and poor performance of small cars in the market [1] Group 1: Company Actions - Suzuki's production has drastically decreased from nearly 60,000 units at its peak to only 4,400 units [1] - The decision to exit the Thai market is a strategic move in response to declining sales and market performance [1] Group 2: Industry Implications - Ford's acquisition represents a strategic expansion of its existing operations in Thailand, reinforcing the country as a key export hub for its Ranger and Everest models [1] - The transaction highlights a significant shift in the Thai automotive market, with Japanese manufacturers losing their dominant position as Chinese electric vehicle brands rapidly expand [1]

Core Viewpoint - The opening of a new cross-border bus route between Thailand and Laos aims to enhance regional connectivity and economic activities along the Mekong River border areas [1] Group 1: Company Operations - The new bus route, designated as Line 16, connects Thailand's Mukdahan Province with Laos' Bolikhamsai Province and officially commenced operations on January 27 [1] - The service is a collaboration between Thailand's BorKorSor and Laos' SPS Tourism and Passenger Transport Company [1] - The route spans 27 kilometers and utilizes 42-seat air-conditioned buses, with a one-way ticket priced at 100 Thai Baht, including customs procedures [1] Group 2: Service Details - The journey takes approximately 3 hours, with 8 round trips offered daily [1] - Departure times from Mukdahan are at 8:00, 10:30, 13:00, and 15:30, with corresponding departure times from Bolikhamsai [1] - The route includes a connection via the fifth Thai-Lao Friendship Bridge, with additional shuttle bus services operating from 8:00 to 17:00 for a distance of 1.4 kilometers at a fare of 20 Thai Baht [1]

Core Viewpoint - The report by TRIS Rating indicates a significant increase in corporate defaults and debt delays in Thailand, projecting a rate of 5.8% in 2025, the highest since 2000, reflecting rising credit pressure on companies [1] Group 1: Default and Delay Rates - In 2025, 12 bond issuers are expected to default or delay payments, an increase from 8 in 2024 [1] - The annual default rate is projected to rise from 0.9% to 2.9%, while the combined rate of defaults and delays will increase from 2.9% to 5.8% [1] Group 2: Industry Impact - The number of cases in regulated utilities, real estate development, and construction industries has surpassed levels seen during the 1997 Asian financial crisis [1] - Current risks are accumulating gradually in capital-intensive industries that primarily rely on domestic demand, contrasting with the systemic crisis triggered by currency shocks and foreign debt in 1997 [1] Group 3: Credit Ratings and Market Outlook - Some companies projected to default in 2025 were previously rated as investment grade, indicating that credit pressure is spreading to previously stable firms [1] - The number of downgrades in 2025 is expected to significantly exceed upgrades, with negative outlooks dominating the ratings adjustments [1]

Core Insights - The Thai Minister of Commerce, Supachai, emphasized the need for Thai exporters to better utilize Free Trade Agreements (FTAs) to tap into untapped trade potential [1] - Among the 357 export-oriented companies listed on the Stock Exchange of Thailand (SET), only 193 companies are exporting products under the FTA framework, indicating that only about 54% of eligible companies are taking advantage of FTA benefits [1] - Thailand has signed 14 FTAs, with 13 currently operational, highlighting the opportunities available for exporters [1] Industry and Company Summary - The Ministry of Commerce is encouraging listed export companies to actively leverage FTAs and is prepared to provide support and facilitation to enhance export capacity and competitiveness [1] - The Ministry is accelerating efforts to diversify export markets, aiming to reduce reliance on the United States and viewing India and other emerging markets as key strategic alternatives [1]

2月1日，苏丹通讯社报道，一家苏丹航空公司的飞机从苏丹港飞抵喀土穆机场，这是过去2年多以来， 这家国营航空公司首次恢复喀土穆航线。 （原标题：苏丹航空公司开始恢复喀土穆机场的航班） ...

Core Viewpoint - The Sudanese Ministry of Finance has announced the implementation details of the 2026 fiscal budget, emphasizing strict control over public funds and tax compliance [1] Group 1: Fiscal Management - The Ministry of Finance reaffirms its jurisdiction over public funds and will take stringent measures against tax evasion and fraud [1] - There is a requirement to control expenditures and enhance rationalization based on available resources to prioritize projects [1] - The internal financial and auditing roles of various departments will be strengthened to ensure adherence to financial discipline and compliance with the Financial and Accounting Procedures Law [1] Group 2: Procurement and Funding - All procurement contracts must receive prior approval from the Ministry of Finance [1] - Foreign-funded projects must be included in the national development plan and also require approval from the Ministry of Finance [1] Group 3: Taxation Policies - Strict adherence to approved fee standards is mandated, with new fees or modifications requiring the Finance Minister's approval [1] - Tax collection authority is limited to legally authorized entities, prohibiting any collection outside official channels [1] - Tax collection must be conducted entirely through an electronic system, with a mandatory expansion of electronic payment methods approved by the Central Bank of Sudan [1] - Coordination among tax agencies is necessary to prevent double taxation [1]

据泰媒报道，老挝、泰国和缅甸重申将加强合作，共同应对跨境空气污染问题，并通过了《2026—2027 年联合行动计划》，以从源头治理长期困扰湄公河次区域的季节性烟霾。联合行动计划的核心措施之 一，是运用卫星技术和实时数据共享机制，对跨境林火热点和空气质量进行监测。与会官员表示，这标 志着区域合作进入以"卫星外交"为特征的新阶段，重点从应急处置转向预警、防范和长期减缓。 此外，三方将开展面向社区、农民及农业企业的公众宣传活动，并通过激励措施鼓励替代露天焚烧的方 式。会议最后，三国代表一致确认新的合作职责范围，重申持续深化区域协作、改善环境与公众健康的 共同承诺。 行动计划还包括联合绘制火险风险地图、建立统一的空气质量通报体系，以及推广可持续农业做法，以 减少焚烧耕作对空气污染的影响。三国同意设立技术工作组，确保相关政策决策以科学证据和经核实的 数据为依据。 ...

据泰媒报道，近日，泰国商业部部长素帕琪在接受访问时透露，达沃斯世界经济论坛后，她与团队制定 了4大核心经济战略，旨在以"值得全球信赖的中间人"角色，将"世界贸易秩序重整"的挑战转化为机 遇，将重点包括推动数字经济、绿色经济和人工智能，并加速年内的FTA和DEFA谈判，使泰国成为全 球供应链的可持续连接点。 ...