Philippines Inflation Watch: July inflation likely held near 6.4% year-on-year as cheaper rice and vegetables were offset by higher fuel and electricity costs, keeping pressure above the BSP target and expectations for elevated rates. India FX and Oil Shock: Despite a 20% oil price jump in July, the rupee slid just 0.8%, supported by capital inflows and RBI measures as the US dollar weakened. India Corporate Caution: Indian firms are building inventories to protect against further commodity price rises and West Asia supply-chain disruptions, with demand still described as resilient. Food Inflation Outlook: A better monsoon revival and improved distribution could ease food inflation risk, though the path depends on rainfall and El Niño concerns. West Asia Shipping Risk: Scientists warn that stalled ships near the Strait of Hormuz could turn into invasive “super-spreaders” once trade resumes, threatening ecosystems worldwide. Bangladesh EV Push: Edison-TAILG launched sodium-ion and safer lithium-based electric bikes, including plans for a local manufacturing facility. Regional Economy: Guinea says it will opt out of ECOWAS’s planned single currency, citing concerns about readiness and economic leverage. Tech and Trade: India’s semiconductor drive is moving from approvals to production, with 12 units and about $20 billion investment; data-centre capacity could reach 3–3.6 GW by 2030 as AI demand grows. Aviation Disruption: WestJet confirmed a cabin crew work stoppage, cancelling flights and offering refunds or rebooking.