What's in this episode:

• Top Bit: COMAC’s Challenge:
   
  • Brunei is the first non-China country to recognize Chinese aviation standards. 
• GallopAir placed the first international C919 order (30 aircraft, approx. $2B USD).
• The C919 still needs Western certification (EASA/FAA, potentially 6 years).
• Highlights: MSCI China fell ~2% in October. Beijing expands ETF Connect with six new US-exposed ETFs.
• Number of the Day: 38%—The share of Japanese municipalities without access to Japanese-language education for foreign workers, highlighting an integration challenge.
• Market Bit: Silicon Seoul:
   
  • Nvidia deal: Over 260,000 GPUs delivered to Korea (Samsung, Hyundai, SK, Naver). 
• Korea's GPU capacity leaps to over 300,000 units, becoming the third-largest AI compute hub globally.
• Word of the Day: Otaku (オタク): Once an insult, it's now a market driving over 2 trillion yen in content industries.
• Short News of the Day:
   
  • Xi and Lee agreed to deepen cooperation on AI and biopharma. 
• Trump warned Xi of consequences over Taiwan. 
• Emerging Markets: MSCI Emerging Markets Index saw its strongest stock rally in 30 years (10th consecutive month up). 
• India accounts for ~40% of APAC’s private credit market growth.

Subscribe to our newsletter at asiabits.com