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US Inflation Cools as Oil Retreats; Tencent Earnings in Focus 13 August 2026   Market Snapshot (Previous Close) 📈 S&P 500 Index 7,748.50 (+0.26%)↑ 📉 Straits Times Index 5,720.75 (-0.58%)↓ 📈 Nikkei 225 Index 67,524.06 (+0.83%)↑ 📈 Gold Spot 4,408.29 (+0.87%)↑   📊 US inflation remained broadly contained, offering some relief to investors. The latest US consumer-price data showed inflation pressures were not as strong as feared, helping reinforce expectations that the Federal Reserve could have room to ease monetary policy later this year. Treasury yields remained in focus as markets continued to assess the path for interest rates.   🛢️ Oil prices retreated as hopes for progress in US-Iran talks increased. Brent crude eased as investors assessed the possibility of a diplomatic arrangement that could eventually restore shipping through the Strait of Hormuz, although uncertainty remains around the timing and durability of any agreement.   💻 AI spending remained a key driver of markets. Investors continued to assess the scale of capital being committed to data centres, chips and related infrastructure, with concerns increasingly shifting toward whether the pace of AI investment can translate into sustainable earnings growth.   🏦 Tencent remained in focus ahead of its earnings results. Investors are watching the Chinese technology giant's results for updates on advertising, gaming and cloud businesses, as well as indications of how rapidly AI-related products and services are contributing to growth.   🇨🇳 China's latest credit data provided fresh insight into domestic demand. Investors are monitoring new yuan loans, money supply and aggregate financing figures for signs of improving credit conditions, while upcoming corporate earnings could provide further clues on consumer and technology spending.   🇯🇵 Japan's currency and monetary policy remained closely watched. The yen continued to trade near recent weak levels against the US dollar, keeping attention on potential policy responses and the Bank of Japan's outlook for interest rates.   🇸🇬 Singapore markets remained supported by resilient corporate fundamentals. Investors continued to assess recent earnings from Singapore-listed companies, with the banking sector remaining a key contributor to market sentiment following strong results from DBS, OCBC and UOB.   🌏 Asian markets remained sensitive to developments in energy and global monetary policy. A sustained decline in oil prices could ease inflationary pressures across the region, while any renewed disruption around the Strait of Hormuz could quickly reverse the recent improvement in sentiment.   👀 Market Focus: Investors will watch Tencent's earnings, China's latest credit data and ongoing developments around the Strait of Hormuz. Markets will also continue assessing the latest US inflation signals for clues on the Federal Reserve's rate path, while AI investment and earnings remain key themes for global equities.

Curated Headlines for 13 August 2026 South China Morning Post China’s EV sales slide again amid fading incentives, weak demand and persistent price war https://www.scmp.com/business/china-business/article/3363737/chinas-ev-sales-slide-again-amid-fading-incentives-weak-demand-and-persistent-price-war?module=top_story&pgtype=section Hong Kong seeks tech exposure to take on Nasdaq amid Beijing’s rising AI dominance https://www.scmp.com/business/china-business/article/3363741/hong-kong-seeks-tech-exposure-take-nasdaq-amid-beijings-rising-ai-dominance?module=top_story&pgtype=subsection The Business Times Oil prices edge up as investors weigh US-Iran talks deadlock against lower demand Forecasters revised down their oil demand outlooks as US-Iran talks stall https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-prices-edge-investors-weigh-us-iran-talks-deadlock-against-lower-demand Gold rises to over two-month high as US inflation data dampens rate hike bets Traders are now pricing in about a 40% chance of an interest rate hike at the next Fed meeting, down from 46% https://www.businesstimes.com.sg/companies-markets/energy-commodities/gold-rises-over-two-month-high-us-inflation-data-dampens-rate-hike-bets The Wall Street Journal Trump Says Hormuz Is Under U.S. Control. Few Ships Are Listening. With limited bursts of firepower, Iran is able to make the waterway too risky to cross https://www.wsj.com/world/middle-east/trump-says-hormuz-is-under-u-s-control-few-ships-are-listening-485ba60e?mod=hp_lead_pos2 In-Line Inflation Reading Buys the Fed More Time to Defend Its Forecast Consumer-price index comes in as expected: not soft enough to take rate increase off the table, not firm enough to force one https://www.wsj.com/economy/central-banking/inflation-federal-reserve-interest-rates-296d1430?mod=hp_major_pos1

14 August – Malaysia Final Q2 GDP & Current Account Malaysia's second-quarter GDP and current account figures will offer a clearer picture of the its economic momentum and external trade position. The data could influence expectations for monetary policy and regional market sentiment. Open an account now 👉🏻 https://bit.ly/TELEGRAMOAO Investments carry risks. Full disclaimer at http://www.phillip.com.my/risk-disclosure/. This advertisement has not been reviewed by the SC.

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Curated Headlines for 12 August 2026 South China Morning Post Shein set to take orders for Hong Kong IPO next week, eyeing US$35b valuation: sources https://www.scmp.com/business/banking-finance/article/3363623/shein-set-take-orders-hong-kong-ipo-next-week-eyeing-us35b-valuation-sources?module=top_story&pgtype=section Gold breakout rally sends Chinese bullion stocks near highs as central banks keep buying https://www.scmp.com/business/china-business/article/3363620/gold-breakout-rally-sends-chinese-bullion-stocks-near-highs-central-banks-keep-buying?module=top_story&pgtype=subsection The Business Times Oil prices continue climb on US-Iran deal doubts; stocks retreat https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-prices-continue-climb-us-iran-deal-doubts-stocks-retreat Resilient Europe turns into a winning bet for money managers https://www.businesstimes.com.sg/companies-markets/resilient-europe-turns-winning-bet-money-managers The Wall Street Journal Iran Is Defying U.S. Pressure by Becoming a ‘Survival Economy’ Tehran’s leaders focus on subsistence in bid to outlast sanctions and a naval blockade https://www.wsj.com/world/middle-east/iran-is-defying-u-s-pressure-by-becoming-a-survival-economy-5e8edf9f?mod=hp_lead_pos1 Inflation Reports Could Test Warsh’s Tough Talk The Fed chairman has promised to bring inflation down. Upcoming data could determine whether he has to raise rates soon to do it. https://www.wsj.com/economy/central-banking/inflation-reports-could-test-warshs-tough-talk-3866e365?mod=hp_major_pos3 Barron’s CoreWeave Reports Solid Earnings. The Stock Jumps. Neocloud CoreWeave reported solid second-quarter earnings results on Tuesday afternoon. Its shares were up 14% in after-hours trading, after rising 2.4% in regular hours. https://www.barrons.com/articles/coreweave-earnings-stock-price-066fec34?mod=hp_minor_pos24

Yen Retreats as Oil Surges Above US$87; Nvidia Leads US$500 Billion AI Push 11 August 2026   Market Snapshot (Previous Close) 📉 S&P 500 Index 7,753.11 (-0.06%)↓ ⛔ Straits Times Index [Market Closed] 📈 Nikkei 225 Index 66,970.22 (+2.08%)↑ 📈 Gold Spot 4,417.81 (+0.61%)↑   💴 The Japanese yen weakened further after giving back half of its gains following last week's joint US-Japan intervention. The currency slipped to around 159 per US dollar, while Japan's markets are closed today. Japanese policymakers said government spending plans could provide longer-term support for the yen.   🛢️ Oil prices surged as uncertainty around the Strait of Hormuz persisted. Brent crude climbed 5.2% to US$87.89 a barrel and WTI gained 5.4% to US$82.37 after tensions between the US and Iran remained unresolved. Supertanker rates on the key Middle East-to-China route also surged toward US$500,000 a day as shipowners avoided the waterway.   💻 Nvidia is leading a massive new push into AI infrastructure. The chipmaker is teaming up with Wall Street heavyweights including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to invest as much as US$500 billion in AI infrastructure, highlighting the scale of capital flowing into the sector.   🤖 AI investment continues to expand across the technology ecosystem. Microsoft plans to significantly increase production of its own AI chips next year, while Anthropic has formed a strategic partnership with Macquarie Asset Management and GIC to develop data centres. Leveraged fund exposure to volatile AI stocks is also rising, raising concerns over potential spillover risks if the sector experiences a sharp correction.   📈 US equities were little changed as investors weighed AI optimism against rate concerns. The S&P 500 slipped 0.1%, while the Nasdaq Composite fell 0.3% and the Dow Jones declined 0.1%. Fed Governor Beth Hammack said several rate hikes may ultimately be needed to bring inflation back to the central bank's 2% target, keeping monetary policy in focus.   🇸🇬 Singapore GDP grows 5.9% y/y in Q2, government raises 2026 GDP growth forecast to 4.5%-5.5%.   🇦🇺 The Reserve Bank of Australia is expected to keep its cash rate unchanged at 4.35%. Bloomberg Economics expects policymakers to maintain a hawkish stance as they balance a softening labour market against persistent inflation and weakness in the housing sector.   🌏 China's economic data will also be closely watched. Investors are awaiting July money supply, new yuan loans and aggregate financing figures, alongside foreign direct investment data, as markets assess whether credit growth and investment activity are gaining momentum.   👀 Market Focus: Investors will monitor Singapore's 2Q GDP, the RBA's interest-rate decision and China's upcoming credit data for fresh clues on regional growth and monetary policy. Markets will also track developments around the Strait of Hormuz, where prolonged disruption could keep oil and shipping costs elevated and add to global inflation pressures.

Curated Headlines for 11 August 2026 South China Morning Post Global AI trade revival brightens outlook for Chinese tech stocks after record sell-offs https://www.scmp.com/business/china-business/article/3363261/global-ai-trade-revival-brightens-outlook-chinese-tech-stocks-after-record-sell-offs?module=top_story&pgtype=subsection China’s X Square Robot submits confidential filing for Hong Kong IPO, sources say https://www.scmp.com/tech/tech-war/article/3363028/chinas-x-square-robot-submits-confidential-filing-hong-kong-ipo-sources-say?module=top_story&pgtype=subsection The Wall Street Journal Nvidia, Wall Street Firms Strike AI Financing Deal Targeting $500 Billion Apollo, Blackstone and BlackRock were among the firms that committed to the deal https://www.wsj.com/business/deals/nvidia-wall-street-firms-strike-ai-financing-deal-targeting-500-billion-c50377db?mod=hp_lead_pos5   The Business Times Oil climbs 5% as Iran, US both demand compensation and Hormuz hopes fade Brent crude futures closed US$4.17, or 4.99%, higher at US$87.72 a barrel https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-climbs-5-iran-us-both-demand-compensation-and-hormuz-hopes-fade Intel plans US$15 billion share sale as turnaround rally lifts stock Tech giant is looking to fund the build-out of its chip contract manufacturing business https://www.businesstimes.com.sg/companies-markets/intel-plans-us15-billion-share-sale-turnaround-rally-lifts-stock Microsoft plans to unveil next-gen AI chip in September: report Tech firm said to have talked with TSMC to secure production capacity for over 300,000 units for delivery in 2027 https://www.businesstimes.com.sg/companies-markets/microsoft-plans-unveil-next-gen-ai-chip-september-report

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Where is the market attention flowing? 👀 June saw strong trading activity across several Bursa Malaysia counters, reflecting sectors and companies that attracted the highest investor participation. Why watch active stocks? 📈 Higher liquidity may provide easier entry and exit opportunities. ⚡ Active counters reflect current market interest and participation. 🔍 Market trends can help investors stay informed on developing themes. 💡 Remember: Always do your own research (DYOR) before investing. Make sure to evaluate a company's fundamentals, valuation, growth prospects, and your overall risk tolerance first. Open your trading account now: https://bit.ly/TELEGRAMOAO T&C apply Investments carry risks. Full disclaimer at https://www.phillip.com.my/riskdisclosure/. This advertisement has not been reviewed by the SC.

Hedge Funds Hit by Cyberattacks as Fed Rate Concerns Persist; DBS Posted Record Quarterly Profit 6 August 2026 Market Snapshot (Previous Close) 📉 S&P 500 Index 7,723.55 (-0.17%)↓ 📉 Straits Times Index 5,581.37 (-0.55%)↓ 📈 Nikkei 225 Index 66,300.44 (+3.66%)↑ 📈 Gold Spot 4,246.82 (+4.14%)↑ 🔐 Cybersecurity risks took centre stage after several of the world's largest hedge funds were targeted in a wave of cyberattacks. Firms including Two Sigma, Citadel and Point72 were reportedly among those affected, alongside several private equity firms, highlighting growing operational risks facing the financial industry. 📉 US equities paused after their recent rally as investors weighed rate expectations and corporate developments. The S&P 500 slipped 0.2% while the Nasdaq Composite fell 0.8%, with SpaceX also facing pressure ahead of the release of US$101 billion worth of shares. Meanwhile, investors continued to assess the outlook for US interest rates after recent intervention in currency markets. 🛢️ Middle East tensions continued to ease, keeping oil prices relatively stable. Iran said it had reached an agreement with Oman on a proposed shipping route through the Strait of Hormuz, a potential step toward reopening one of the world's busiest energy corridors. Brent crude settled slightly higher despite US crude inventories rising by 2.48 million barrels last week. 📱 India's ambition to become a global iPhone manufacturing hub continues to gain momentum. Bloomberg reported that Apple's long-term partnership with India has firmly established the country as a credible alternative to China for iPhone production, reflecting ongoing diversification of global supply chains. 💻 AI leadership remained in focus across the technology sector. Alphabet shares fell after losing several senior AI leaders, including Jeff Dean, during a major restructuring, while Microsoft disclosed that much of its AI-related revenue is generated through its partnership with OpenAI. Sequoia Capital also raised US$10 billion in fresh funding, underscoring continued investor appetite for AI investments. 🇸🇬 DBS delivered another strong quarter. Singapore's largest bank reported second-quarter net income that exceeded analysts' expectations, reinforcing the resilience of the banking sector despite a more uncertain global economic environment. ⚡ Trade policy and commodities remained key themes for investors. The US is preparing tariffs and minimum pricing measures on imported polysilicon to support domestic production of chips and solar panels, while copper prices in New York climbed to a record high ahead of the tariff decision. 👀 Market Focus: Investors will monitor earnings from SoftBank, Nintendo and Kakao, alongside inflation data from Taiwan and trade figures from Australia. Markets will also continue watching developments surrounding US trade policy, the Strait of Hormuz negotiations and expectations for further Federal Reserve rate hikes after recent hawkish comments from Fed officials.

S&P 500 Hits Fresh Record as Oil Slumps; US Eyes New Curbs on China Data Centre Parts   5 August 2026 Market Snapshot (Previous Close) 📈 S&P 500 Index 7,736.52 (+1.80%)↑ 📈 Straits Times Index 5,628.51 (+0.29%)↑ 📉 Nikkei 225 Index 62,886.00 (-1.36%)↓ 📉 Gold Spot 4,041.18 (-0.32%)↓   📈 Wall Street rallied to fresh record highs as optimism grew over easing Middle East tensions. The S&P 500 gained 1.8%, while the Nasdaq climbed 2.6%, after reports that the US and Iran are nearing an interim agreement to reopen the Strait of Hormuz. Lower oil prices and easing geopolitical risks helped lift investor sentiment, despite softer US labour market data showing job openings edged lower in June.   🛢️ Oil prices extended their sharp decline on hopes of a breakthrough in the Middle East. Brent crude fell 5.8% to US$78.88 a barrel while WTI dropped 6.1% to US$75.40, as Tehran reportedly considered allowing European nations to clear mines from the Strait of Hormuz. However, OPEC production rose by 1.16 million barrels per day in July, adding to expectations of improving global oil supply.   💴 The US warned that a weak yen could trigger broader currency weakness across Asia. Treasury Secretary Scott Bessent said the yen's depreciation has fuelled inflation in Japan and reaffirmed Washington's support for Tokyo. Meanwhile, Bank of Japan data showed no clear evidence of large-scale currency intervention earlier this week, despite continued market speculation.   💻 AI investment remained a key market theme as governments and companies stepped up spending. Anthropic reportedly signed a US$10 billion computing capacity agreement with an Nvidia-backed startup to support growing demand for its Claude AI models, while Blackstone is said to be arranging another major debt package to finance Anthropic's infrastructure expansion. At the same time, Reuters reported that the Trump administration is drafting restrictions on imports of certain Chinese data centre components over cybersecurity concerns.   📊 Technology earnings delivered mixed results. SpaceX exceeded revenue expectations in its first quarterly report since its IPO, although its shares fell in after-hours trading after higher capital expenditure disappointed investors. AMD also declined after issuing weaker-than-expected sales guidance, while Caterpillar surged after beating earnings forecasts and raising its full-year outlook.   🌏 Asian markets remained focused on growth and policy developments. JPMorgan suggested investors remain underweight Japanese government bonds as the Bank of Japan is seen as lagging behind inflation, while New Zealand's unemployment rate climbed to an 11-year high. Investors are also awaiting the Reserve Bank of India's interest rate decision later today.   🏦 Commodity markets remained active despite falling oil prices. Copper climbed above US$14,000 per tonne to a two-month high ahead of potential US import tariffs, while Aramco explored expanding oil export capacity to mitigate shipping disruptions through the Strait of Hormuz and the Red Sea.   👀 Market Focus: Investors will monitor Singapore's June retail sales, the Reserve Bank of India's interest rate decision, Indonesia's second-quarter GDP and services PMI data across Asia for fresh clues on regional economic momentum. Markets will also continue tracking developments in US-Iran negotiations, AI infrastructure spending and any new US trade restrictions targeting China's technology sector.

Curated Headlines for 5 August 2026 South China Morning Post   SpaceX report, share unlock may sway Hong Kong, mainland China stocks as AI trade recovers  https://www.scmp.com/business/china-business/article/3362898/spacex-report-share-unlock-may-sway-hong-kong-mainland-china-stocks-ai-trade-recovers?module=top_story&pgtype=section  HSBC share price drops following lower-than-expected US$1 billion buy-back  https://www.scmp.com/business/banking-finance/article/3362872/hsbc-sets-aside-us1-billion-first-share-buy-back-october?module=top_story&pgtype=section  The Business Times  SpaceX quarterly revenue jumps in debut results as satellite, AI businesses surge  It sharply increased capital spending on AI, pouring in US$15.83 billion in Q2  https://www.businesstimes.com.sg/companies-markets/transport-logistics/spacex-quarterly-revenue-jumps-debut-results-satellite-ai-businesses-surge  Oil prices settle 5% lower after claims of progress in US-Iran talks  Negotiations are still underway  https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-prices-settle-5-lower-after-claims-progress-us-iran-talks  The Wall Street Journal  IBM Claims New Era of ‘Quantum Advantage’  Big Blue is racing to show that its quantum computing business can be profitable following a historic stock tumble  https://www.wsj.com/cio-journal/ibm-claims-new-era-of-quantum-advantage-92e3d5d4  Barron’s  Chipotle Stock Tanks on Potential Salmonella Outbreak Tied to Jalapeños  https://www.barrons.com/articles/chipotle-stock-potential-salmonella-outbreak-jalapenos-e141c4e1

Wall Street Hits Fresh Record as AI Optimism Builds; Fed Holds Steady on Rates  4 August 2026 Market Snapshot (Previous Close) 📈 S&P 500 Index 7,600.50 (+1.48%)↑ 📉 Straits Times Index 5,612.28 (-0.29%)↓ 📈 Nikkei 225 Index 63,754.90 (1.01%)↑ 📈 Gold Spot 4,054.33 (0.20%)↑   📈 US equities climbed to fresh record highs as resilient economic data and easing geopolitical concerns supported risk appetite. The S&P 500 closed at another all-time high after US manufacturing activity expanded at its fastest pace in more than four years, reinforcing confidence in the strength of the world's largest economy. Bond markets were mixed as investors continued assessing the outlook for inflation and interest rates.   💴 The yen's post-intervention rally continued to lose momentum. After the first joint US-Japan currency intervention in 15 years, strategists expect limited upside for the Japanese currency beyond 155 per US dollar. Some analysts also believe the Bank of Japan may delay another interest rate hike following its aggressive efforts to stabilize the yen.   💻 Artificial intelligence investment remains a major market theme despite recent volatility. Citadel Securities expects AI-related debt financing to exceed US$500 billion by 2028 as companies continue investing heavily in chips and data centres. However, the recent selloff in AI-linked stocks has weighed on several technology-focused hedge funds, highlighting growing concerns over elevated valuations.   📊 Palantir rallied after raising its full-year outlook. The data analytics company increased its sales and profit forecasts after reporting stronger-than-expected second-quarter results, reflecting sustained demand for AI-powered software from both commercial and government customers. Separately, Snap gained in after-hours trading after posting better-than-expected quarterly revenue and issuing a strong outlook.   🌏 Asian markets remained active amid shifting policy and market developments. India's largest stock exchange saw derivatives trading fall to a 17-month low following tighter funding rules, while Hong Kong's newly launched Chinese government bond futures recorded a steady debut as authorities seek to deepen international participation in China's bond market.   🏦 Federal Reserve officials reiterated a cautious approach to monetary policy. New York Fed President John Williams said interest rates remain appropriately positioned and expects inflation to continue easing through the second half of the year, reinforcing expectations that policymakers will remain data dependent.   🛢️ Commodity markets remained in focus as traders assessed supply risks. Oil prices extended their recent decline amid easing Middle East tensions, while copper shipments into the US surged to a record high ahead of potential tariffs on refined imports. Cocoa prices also jumped 10% as El Niño-related weather risks renewed concerns over global supply.   👀 Market Focus: Investors will monitor South Korea's July inflation data, Australia's household spending figures and Hong Kong's retail sales for fresh insights into regional economic activity. Markets will also watch earnings from HSBC, Toyota, SoftBank and Nippon Steel, alongside developments in AI spending, central bank policy and global commodity prices.

Curated Headlines 4 August 2026 South China Morning Post  Chinese biotech giant Wuxi AppTec sees first-half earnings surge amid US scrutiny  https://www.scmp.com/business/banking-finance/article/3362817/chinese-biotech-giant-wuxi-apptec-sees-first-half-earnings-surge-amid-us-scrutiny?module=top_story&pgtype=subsection  Will new batteries give China’s EVs the jolt they need to charge past their rivals?  https://www.scmp.com/business/china-business/article/3362604/will-new-batteries-give-chinas-evs-jolt-they-need-charge-past-their-rivals?module=top_story&pgtype=subsection  The Business Times  Palantir lifts FY income outlook to US$4.9 billion after Q2 results, ‘otherworldly’ sales  Its shares jump as much as 14% to US$142.91 before closing at US$125.65 on Monday  https://www.businesstimes.com.sg/companies-markets/palantir-lifts-fy-income-outlook-us4-9-billion-after-q2-results-otherworldly-sales  Oil prices drop 7% to three-week low after Trump cancels attack on Iran  Brent prices for October were down 4.7 per cent from where the October contract closed on Friday  https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-prices-drop-7-three-week-low-after-trump-cancels-attack-iran  The Wall Street Journal  Investors Remain Skeptical About the Yen After U.S. Intervention  The currency has rallied since the joint move by the U.S. and Japan  https://www.wsj.com/finance/currencies/global-stocks-markets-dow-news-08-03-2026-a91fee80?mod=hp_lead_pos3  Iran Says No Talks With the U.S. on Hormuz Strait  Iran’s foreign ministry says discussions with Oman continue on managing traffic through the passage; Trump calls Tehran ‘unbelievably duplicitous’  https://www.wsj.com/world/middle-east/iran-says-no-talks-with-the-u-s-on-hormuz-strait-9863c9f0?mod=hp_lead_pos2

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Oil Slumps as Trump Cancels Iran Strikes; BYD Sales Rise While AI Trading Gains Momentum   3 August 2026 Market Snapshot (Previous Close) 📈 S&P 500 Index 7,489.72 (+0.70%)↑ 📉 Straits Times Index 5,628.50 (-0.79%)↓  📉 Nikkei 225 Index 63,118.70 (-1.93%)↓ 📉 Gold Spot 4,046.15 (-2.68%)↓   🛢️ Oil prices retreated sharply after President Donald Trump called off planned military strikes on Iran. Trump said negotiations on a potential agreement would begin on Monday and suggested a deal to reopen the Strait of Hormuz could be within reach, easing concerns over immediate supply disruptions. Despite the de-escalation, Washington reaffirmed its commitment to preventing Iran from developing nuclear capabilities.   📈 US equity futures advanced as investors welcomed signs of easing geopolitical tensions. Lower oil prices helped improve risk sentiment after recent volatility, although markets remain cautious as attention shifts back to monetary policy, corporate earnings and economic data.   💴 The US and Japan reaffirmed their commitment to stabilising currency markets. Both governments said they would not hesitate to conduct further intervention if needed after confirming their first joint yen intervention in 15 years, underscoring ongoing concerns over excessive weakness in the Japanese currency.   🚗 BYD's July sales increased 22% year-on-year, but pressure remains to meet its annual target. The Chinese EV giant enters a crucial second half of the year, with deliveries needing to accelerate significantly to achieve its full-year sales objective amid intensifying competition in the electric vehicle market.   🤖 Artificial intelligence continues reshaping financial markets. Bloomberg highlighted the growing adoption of AI-powered trading tools, enabling retail investors to develop and execute quantitative strategies once reserved for institutional hedge funds. At the same time, Bloomberg Intelligence noted that China's open-source AI strategy could accelerate nationwide adoption while making monetisation more challenging for private software companies.   🏦 The Federal Reserve's policy framework could see significant changes. Fed Chair Kevin Warsh has reportedly floated reducing the number of annual policy meetings from eight to six while introducing additional sessions dedicated to in-depth economic discussions. Meanwhile, bond investors continue to warn that uncertainty over future policy direction could trigger further Treasury market volatility.   🌏 Asia's economic outlook remained mixed. South Korea's exports continued to grow strongly in July, supported by robust AI-driven semiconductor demand, while China's central bank reiterated it would maintain a moderately accommodative monetary policy in the second half of the year to support liquidity and economic growth.   👀 Market Focus: Investors will monitor July manufacturing PMI data across Asia, including China, Japan, South Korea and Australia, for fresh insights into regional manufacturing activity. Markets will also watch developments in US-Iran negotiations, currency movements following the US-Japan intervention comments, and upcoming corporate earnings for further clues on global market sentiment.

Curated Headlines for 3 August 2026 Barron’s  Stock Futures Rise, Oil Drops to Begin a New Month  https://www.barrons.com/articles/stock-oil-futures-trade-sunday-6acda480 South China Morning Post  Price war fears grip China’s EV market after woeful July sales figures  https://www.scmp.com/business/china-evs/article/3362717/price-war-fears-grip-chinas-ev-market-after-woeful-july-sales-figures?module=top_story&pgtype=section  China sees flurry of commercial property deals as investors sniff out bargains  https://www.scmp.com/business/china-business/article/3362546/china-sees-flurry-commercial-property-deals-investors-sniff-out-bargains?module=top_story&pgtype=subsection  The Business Times  Oil slumps as Trump holds off Iran attack as talks to resume  Brent for October falls up to 7.3% to US$81.55 a barrel  https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-slumps-trump-holds-iran-attack-talks-resume  Japan confirms joint yen intervention with US, says will not hesitate to take further action  Bessent urges that a US Treasury backstop for foreign central banks and monetary authorities be “upsized”  https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/japan-confirms-joint-yen-intervention-us-says-will-not-hesitate-take-further-action  The Wall Street Journal  Trump Pivots Back to Diplomacy as Iran Victory Eludes Him  The question is whether negotiations can finally reopen the Strait of Hormuz and lay the groundwork for nuclear talks  https://www.wsj.com/world/middle-east/trump-pivots-back-to-diplomacy-as-iran-victory-eludes-him-a925ee98?mod=hp_lead_pos1