Usd

• Southeast Asia's data center investment is projected to grow from $15.72 billion in 2025 to $35.08 billion by 2031, according to a report by Arizton. • The market is expanding at a compound annual growth rate (CAGR) of 14.32%, supported by 306 currently operational facilities across nine countries. • This growth is driven by increasing digital infrastructure needs, with an additional 173 data centers already in the development pipeline.

• Data centre values in the Asia Pacific region are projected to exceed USD $950 billion, driven by surging AI demand and power constraints. • Colocation revenue is expected to top USD $66 billion by 2030, with approximately 7.8 gigawatts of future capacity already secured across the region. • While Australia, Malaysia, India, and Japan recorded the highest committed capacity, Indonesia and Thailand saw the fastest growth, with pre-leasing volumes rising fivefold and ninefold.

• Vietnam is experiencing a surge in large-scale data center investments driven by the accelerating demand for AI, cloud computing, and the broader data economy. • Current installed capacity of approximately 104MW is projected to grow five-to-six-fold, reaching nearly 600MW by 2030. • This boom positions Vietnam as one of the highest-potential markets in the region, attracting billions of dollars in foreign and domestic capital.

• Indian equities have significantly underperformed global markets in 2026, recording a 9.1% decline in US dollar terms according to Bank of America data. • This downturn stands in sharp contrast to strong growth observed in the US, Japan, and broader emerging markets during the same period. • The trend highlights a shift in investor sentiment, with capital flows indicating that investors are increasingly favoring other international markets over India.

• The USDA is finalizing data collection for the August 2026 Crop Production report to provide critical nationwide crop forecasts. • To improve accuracy, the agency is expanding its use of Farm Service Agency (FSA) acreage data during the reporting process. • These reports are essential for agricultural decision-making, as they influence market prices and resource allocation for farmers.

• The Japanese yen rose nearly 1% against the U.S. dollar on Monday as investors anticipated a potential coordinated currency intervention between Japan and the United States. • This rally is driven by market expectations that Japanese authorities will act to stabilize the currency, alongside shifting outlooks regarding the Bank of Japan's monetary policy. • The movement is significant as it reflects growing volatility in the USD/JPY pair and highlights the tension between U.S. economic strength and Japanese currency stability.

• European markets saw major indices reach new highs during the morning session on July 31, 2026. • The USD/JPY pair extended its rebound above 160 following a Bank of Japan decision and speculation regarding market intervention. • Eurozone inflation experienced a slight uptick in July, adding volatility to currency and bond markets.