CITIGROUP analyst Surendra Goyal says US midterm outcomes could slow AI-related spending and prompt capital rotation into non-AI assets, supporting Indian equities. The Nifty 50's weight in emerging-market portfolios is near a multi-year low; CITIGROUP estimates each 1 ppt rise in weight could attract ~ $12 bln. Stronger earnings growth and lower oil prices are additional supports: a $10 decline in oil would raise Nifty 50 earnings by roughly 2%. CITIGROUP raised its Nifty 50 Dec 2027 target to

China Index Academy: October property-sector bond issuance totaled CNY44.76 bln, down 12.0% YoY and up 68.8% MoM. Credit bonds amounted to CNY29.56 bln (66% share), down 8.5% YoY and up 80.1% MoM; ABS issuance was CNY15.20 bln (34% share), down 3.2% YoY and up 50.5% MoM. Jan–Oct cumulative property bond financing stood at CNY479.76 bln, down 3.6% YoY — credit bonds CNY279.46 bln (down 7.9% YoY), ABS CNY179.40 bln (down 2.8% YoY) and overseas bonds CNY20.90 bln (up 115% YoY).

俄羅斯外長拉夫羅夫：阿布扎比會談將重點討論並商定相關原則，這些原則將在烏克蘭全面解決方案談判結束時獲得批准。