1月30日，郭策公使在中国驻印度大使馆会见了来访的印度汽车零部件制造商协会（ACMA）总干事 Vinnie Mehta一行，就中印汽车产业合作等话题进行深入交流。Vinnie表示，印度电动汽车零部件市场 机遇广阔，希望与中方进一步拓展合作空间。郭表示，双方汽车领域合作潜力巨大，期待印方为双边合 作营造良好政策与商业环境。 ...

Core Viewpoint - The Colombian government has no intention of banning ride-hailing platforms like Uber and Didi, but aims to introduce regulatory tools to standardize industry development [1] Group 1: Regulatory Framework - The transportation bill submitted to Congress is focused on enhancing compliance supervision and promoting the normalization of business activities rather than outright banning ride-hailing services [1] - The Ministry of Transportation and its regulatory authorities have confirmed that public transport services provided through technology platforms are currently legal in Colombia [1] Group 2: Compliance and User Trust - The bill emphasizes the importance of balancing enforcement with user choice and the principle of legal trust, indicating that the approach will not simply involve the prohibition of related platforms [1]

Core Insights - Foreign investors' holdings of Sri Lankan government bonds in rupees have surged to the highest level in over two years, with net inflows reaching 6.63 billion rupees [2] - As of the week ending January 29, the total amount of government bonds held by foreign investors rose to 146.56 billion rupees, marking the highest level in over a year, with the last occurrence of this level dating back to early November 2023 [2] - The interbank market's outstanding liquidity surplus remained high, reaching 233.13 billion rupees, the highest level in over five years, since January 8, 2021 [2] - The Consumer Price Index (CPI) for January showed a year-on-year increase of 2.3%, up from 2.1% in December, indicating a moderate inflation level below the central bank's mid-term target of 5% and even below the lower limit of the 3% target range [2]

Market Overview - The Nepalese stock market experienced fluctuations but closed slightly higher on February 2, 2026, with the NEPSE index rising by 1.53 points to 2695.73 points [1] - The total trading volume for the day was 8.22 billion Nepalese Rupees [1] Sector Performance - Contributing sectors to the index increase included development banks, hotels and tourism, and manufacturing, with the hotel and tourism sector leading with a rise of 1.77% [1] - A total of 114 companies saw their stock prices increase, while 134 companies experienced declines [1] Notable Stocks - SY Panel Nepal and two other companies hit the upper price limit during the trading session [1] - The company with the highest trading volume for the day was Akukola Hydropower Company, with a trading volume of 413.9 million Nepalese Rupees [1]

李成钢表示，罗技公司在华经营多年，是中国经济发展的贡献者和受益者。"十五五"时期，中国将进一 步扩大高水平对外开放，持续释放消费潜力，为包括罗技公司在内的外资企业带来更多发展机遇。希望 罗技公司长期深耕中国市场，实现共同发展。 2月2日，商务部国际贸易谈判代表兼副部长李成钢会见罗技公司首席执行官法贝尔。双方就罗技公司在 华业务发展等进行了交流。 法贝尔表示，罗技公司坚持"在中国，为中国"发展战略，始终视中国为全球重要市场。罗技公司将加大 在华研发、制造、营销等领域投入，推动绿色发展，实现互利共赢。 ...

Core Viewpoint - The UK government experienced a significant reduction in borrowing in December, aided by strong tax revenue growth, allowing the Chancellor to manage public finances effectively [1] Group 1: Borrowing and Deficit - In December, the UK's borrowing exceeded tax revenue by £11.6 billion, marking a £7.1 billion decrease compared to the same month in 2024, and this figure is the lowest for December since 2003 [1] - The Office for Budget Responsibility forecasts that the overall borrowing for the fiscal year ending in March will reach £138.8 billion, with the deficit-to-GDP ratio expected to decline from 5.2% in 2024-25 to 4.5% [1] Group 2: Tax Revenue and Expenditure - Tax revenue in December increased by £7.7 billion year-on-year, with national insurance contributions rising by £3 billion and income tax by £2.5 billion [1] - Regular government spending in December rose by £3.2 billion year-on-year, while net investment in capital projects decreased [1] - In the first nine months of the 2025-26 fiscal year, national insurance contribution revenue grew by nearly 19% compared to the previous year [1]

该增幅高于2025年11月份的3.2%，也高于市场预测的3.3%。其中，服务业通胀从11月份的4.4%升至 4.5%。由于烟草产品消费税上调，同时圣诞节期间航班安排的时间因素，烟草和机票价格上涨成为推 动12月份消费者价格整体上升的最大原因。 报道称，尽管2025年12月份英通胀是七国集团(G7)中最高的，但随着2025年公用事业成本以及其他由政 府管控的收费项目涨幅逐渐退出同比比较，未来几个月英通胀增幅预计将显著放缓。英央行行长贝利表 示，通胀或将在2026年4月份或5月份接近央行设定的2%的目标。 据路透社1月21日报道，英国国家统计局当天公布的最新数据显示，2025年12月份英通胀升至3.4%，高 于预期，在全球主要发达经济体中涨幅最大，但预计未来几个月将放缓。 ...

Core Viewpoint - The S&P Global Purchasing Managers' Index (PMI) indicates that the UK private sector has achieved its fastest growth in nearly two years, with the January PMI rising to a 21-month high of 53.9, significantly above last month's 51.4 and economists' expectations of 51.5, suggesting a quarterly growth of approximately 0.4% [1] Group 1: Economic Growth - The UK economy is regaining momentum after a slowdown in the second half of 2025 and a deterioration in the labor market [1] - Growth continues to be driven by the services sector, particularly in financial services and technology [1] Group 2: Sector Performance - Businesses report an increase in both domestic and international market demand, leading to the fastest output growth since April 2024 [1] - The services sector continues to outperform manufacturing, with the services business activity index reaching a 21-month high, while the manufacturing output index has increased for the fourth consecutive month [1]

Group 1 - The Cambodia Securities Exchange (CSX) aims to mobilize $1 billion in capital by 2026, despite global economic uncertainties [1] - The Securities and Exchange Regulator of Cambodia (SERC) has received multiple applications for capital market listings, with an expected additional $300 million in financing by 2026 [1] - The Cambodian securities market showed resilience in 2025, with an overall increase of 2.5%, indicating positive listing activities [1] Group 2 - Currently, there are 27 companies listed on the CSX, with a total financing of $703 million, including 12 equity issuances and 15 bond listings [1] - The CSX CEO revealed that new companies are preparing for stock listings, and several others are assessing feasibility, suggesting a pivotal year for the Cambodian securities market [1] - The CSX, owned 55% by the Cambodian government and 45% by the Korea Exchange, reported nearly 73,000 trading accounts by the end of 2025, although the average daily trading volume of $111,000 fell short of the $200,000 target [2]

Core Insights - The number of foreign visitors to Angkor Wat in January 2026 reached 93,400, a decrease of 36.1% compared to 146,100 in the same month last year [1] - Ticket revenue for Angkor Wat was $4.52 million, down 34.5% from $6.90 million in the same period last year [1] - For the entire year of 2025, international visitors to Angkor Wat totaled 955,000, a year-on-year decrease of 6.7% [1] - Ticket revenue for 2025 was $44.71 million, reflecting a 6.5% decline compared to the previous year [1] - Angkor Wat ticket revenue is the largest source of tourism income for Cambodia [1]