私人投资预计也将迎来增长势头。在投资委员会批准的各项项目的推动 下，今年私人投资将增长3.2%，而去年同期为2.9%。 预计2025年的整体通胀率将下降0.1%，随后今年会上升0.3%。不过这一 水平仍低于泰国央行设定的1%-3%的通胀目标范围。 关于泰铢升值对出口的影响，他表示预计2026年的平均汇率为1美元兑 35.5泰铢，而2025年的平均汇率约为1美元兑32.9泰铢。 FPO总干事维尼特将去年GDP增长预期的下调归因于第三季度经济增长速 度仅为1.2%，远低于预期。此外，10月和11月炼油厂的停产也严重影响了制造 业的发展。 然而，经济增长在第四季度出现反弹，增幅高达1.8%。这一增长得益于一 系列刺激消费的措施，包括"Khon La Khrueng Plus"共同支付计划、"Tiew Dee Mee Kuen"（旅游优惠退税计划）以及加快的预算支出。 预计到2026年，GDP的增长将主要得益于旅游业的发展：届时外国游客数 量将达到3550万人次，比去年的3290万人次增加7%。 （原标题：泰财政政策办公室将2025年GDP增长预期下调至2.2%） 据曼谷邮报1月28日报道，泰财政政策办公室（FPO） ...

Core Insights - The core inflation rate in Singapore for November 2025 remains stable at 1.2%, unchanged from October [1] - Overall inflation rate (CPI-All Items) also holds steady at 1.2%, consistent with the previous month [1] - The stability in core inflation is attributed to rising service sector inflation being offset by declining retail and other goods inflation, as well as a larger drop in electricity and gas costs [1] Detailed Breakdown - Service sector inflation increased slightly from 1.8% to 1.9%, driven by higher costs in point-to-point transport services and health insurance [1] - Retail and other goods inflation decreased from 0.4% to 0.3%, primarily due to falling prices in clothing, footwear, and personal care products [1] - Electricity and gas prices saw a more significant decline, with a year-on-year drop of 4.1%, mainly due to reduced electricity costs [1] - Private transport inflation slowed from 3.8% in October to 3.5%, attributed to a narrowing increase in car prices [1] - Accommodation inflation remained unchanged at 0.3% [1] Future Outlook - The Monetary Authority of Singapore (MAS) and the Ministry of Trade and Industry (MTI) project the core inflation rate for the entire year of 2025 to be around 0.5%, with overall inflation expected to range between 0.5% and 1.0% [2] - For 2026, both core and overall inflation rates are anticipated to fall within the range of 0.5% to 1.5% [2] - The inflation outlook remains uncertain, with geopolitical developments potentially raising import costs, while weaker-than-expected global demand could keep core inflation low for an extended period [2]

Group 1 - The core viewpoint of the articles highlights increasing pressure within the Bank of Japan to abandon a vague inflation indicator, with calls for a more hawkish approach focusing on overall inflation rates [1] - The USD/JPY exchange rate has shown an upward trend, currently trading around 147.36, reflecting a 0.12% increase from the previous close of 147.18 [1] - Bank of Japan Governor Kazuo Ueda stated that "potential inflation" remains below the central bank's 2% target, which justifies a gradual rate hike [1] Group 2 - The daily momentum indicators show a mild bearish trend, while the Relative Strength Index (RSI) remains stable, indicating a consolidation phase for the exchange rate [2] - Key resistance levels are identified at 147.90 (21-day moving average) and the 149.40-149.50 range, which includes the 200-day moving average and the 50% Fibonacci retracement level [2] - Initial support is found at the 38.2% Fibonacci retracement level of 147.10, with further support at 146.20 (50-day moving average) [2]