News Flash Asia from September 1, 2025

September 1, 2025

Shanghai Cooperation Organisation (SCO) : At the summit in Tianjin, Xi Jinping promoted a new “multipolar” world order, criticized Western-dominated models, and emphasized cooperation in energy, infrastructure, science, and AI – supported by Russia’s Putin. .
Military parade in Beijing (September 3) : To mark the 80th anniversary of the end of World War II, an impressive military show will take place featuring high-tech weapons, drones, laser systems and prominent guests such as Putin and Kim Jong-un – a strong geopolitical signal.
New railway project in Central Asia : Kazakhstan and Uzbekistan are opening cross-border train connections to promote regional tourism.

Industry in transition : While production activity in Southeast Asia (including Indonesia and Thailand) remains robust, Japan and South Korea are experiencing a slowdown.
US agricultural exports are booming : Several Southeast Asian countries (e.g., Indonesia, Vietnam, Bangladesh, Thailand, Philippines) are signaling increased imports of US grain – with potential global impacts on price dynamics and trade routes.
Indian Rupee near all-time low : The currency is trading at around 88.27 per USD, weighed down by high US tariffs and capital outflows – the biggest weakness among Asian currencies in 2025.

Asian currencies & Fed speculation : Asian currency markets are reacting cautiously as traders await possible interest rate cuts from the US Federal Reserve.
Ruling on Trump tariffs : A US court has ruled parts of Trump's tariff policy unlawful – with potential consequences for the Asia-Pacific trade area.
Private Equity in Asia : Despite short-term uncertainties, the region could benefit from the current US tariff policy – analyzed in a roundtable on PE opportunities.

CAFA Nations Cup 2025 : The football tournament in Central Asia will take place from August 29 to September 8 in Uzbekistan and Tajikistan. India is participating as a replacement for Malaysia.

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