イギリス公共部門の純借入元銀行

フランスビジネス気候指標

フランス企業信頼感

フランスHCOB製造PMI＜速報＞

The TAIEX, Taiwan’s benchmark stock index, dropped 577 points, or 1.6%, to 37,298 in Thursday morning trade, as traders took profits after the index reached a second straight session of record highs, supported by optimism over the development of AI infrastructure. However, investors await the release of a slew of economic data later today, including industrial output, retail sales, and the unemployment rate. A rally on Wall Street overnight also prevented the index from falling further, after US President Trump extended a ceasefire with Iran. Transportation stocks mainly dragged the index, with notable losses from Evergreen Marine (-1.0%), Wan Hai Lines (-0.8%), and EVA Airways Corp (-3.7%). Other stocks also fell, including Lotes and Swancor Advanced Materials, which dropped by 10% each. However, contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC), which accounts for more than 40% of total market capitalization, rose 0.7%.

Taiwan Stocks Pull Back from Record High

The Indian rupee slipped to around 94 per dollar, extending its losses to a three-week low as renewed strength in global oil prices weighed on the currency. The currency has already lost nearly 1% this week, reflecting sustained pressure from rising crude, with Brent crude oil climbing back above the $100-per-barrel mark. The Reserve Bank of India has stepped into the market in recent sessions, selling dollars to limit volatility. However, dealers noted that strong dollar demand from oil importers and limited supply have continued to exert downward pressure on the currency, keeping it on a weakening trajectory. Adding to the strain, tensions around the Strait of Hormuz have escalated after talks between the United States and Iran failed to progress. The two sides remain at an impasse under an extended ceasefire, with no timeline yet for renewed negotiations.

Rupee Falls to 3-Week Low

The South Korean won traded near 1,484 per dollar, remaining under pressure as elevated oil prices and a firm US dollar weighed on the currency despite improved risk sentiment. The won failed to track the risk-on move after global sentiment improved following the US extension of its ceasefire with Iran, highlighting the dominance of external price pressures in the foreign exchange market. Crude prices stayed high amid lingering uncertainty surrounding the Middle East conflict, increasing Korea’s import bill and reinforcing structural demand for the greenback. Even so, South Korea’s economy delivered a stronger-than-expected 1.7% expansion in the first quarter of 2026, marking the fastest pace in more than five years. Growth was driven by robust semiconductor exports and a rebound in facility investment and construction activity, though this provided only limited offset to currency weakness.

South Korean Won Remains Under Pressure

The Indonesian rupiah slipped toward a new low of around IDR 17,290 per dollar on Thursday, marking a third session of losses as a firmer U.S. dollar drew support from safe-haven demand amid stalled US–Iran peace efforts. Bank Indonesia’s move on Wednesday to keep interest rates unchanged for a seventh straight meeting offered little support, with the currency repeatedly hitting record lows this month. Pressure has been exacerbated by Indonesia’s reliance on imported energy, despite recent hikes in non-subsidized fuel prices. Governor Perry Warjiyo warned that higher oil prices could widen the current account deficit to 0.5%–1.3% of GDP, up from an earlier estimate of 0.1%–0.9%. In response, Bank Indonesia has stepped up intervention, pushing forex reserves to a two-year low while lifting bond yields to attract inflows. Still, sentiment remains fragile, as fiscal concerns surrounding President Prabowo’s key programs add to broader risk-off sentiment tied to the Middle East conflict.

話題の銘柄と投資戦略を提供します

タイムリーなニュースや経済イベント＆アイデアで、賢く投資を。

最新ニュース