Korea Exchange activated a program-trading pause on the KOSDAQ index, suspending programmatic buy orders.

China A-share power-grid equipment sector surged; Xintong Electronics hit the daily limit. Jinlihua Electric, Songsheng Co., Hualing Cable, Zhongchao Holdings, Hangzhou Kelin and Siyuan Electric also climbed.

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 28,000 from 26,000.