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Philippines Q3 2026 Inflection: Consumer Confidence Jumps 12.2 Points, Housing Up 7.8%
The Philippines showed a directional Q3 inflection: consumer confidence rebounded from -42.00 to -29.80, average housing prices rose 7.8% in a month to PHP 13,920.54/sqm, and unemployment fell to 5.30%. But 7.20% inflation, falling tourist arrivals and 2.30% GDP show fundamentals have not confirmed it.

Philippine Peso Hits Record Low as Inflation Reaches 7.2%: BSP Weighs 50bp Hike, Property Enters a Stagflation Test
The peso closed at a record low of 63.361 on 21 October as September inflation hit a three-year high of 7.2% and core inflation rose from 2.4% to 3.8%. The BSP meets on 22 October with the market expecting a 50bp hike to 5.50% — even as Q2 GDP grew only 2.3% and capital formation contracted 9.2%.

Thailand Launches Nationwide Crackdown on Foreign Land Nominees: THB 14.01 Billion Facing Compulsory Sale
On 19 October 2026, Thai PM Anutin ordered a nationwide sweep of land held by foreigners through nominee arrangements: 2,360 plots, 13,088 suspected parties and THB 14.01 billion in estimated value, with provincial governors given until December. Scrutiny of purchase funds for Thai-foreign spouses and transactions above THB 2 million has also been tightened.

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