Cainiao reported June shipments of portable air conditioners from its European warehouses rose nearly 18x YoY amid sustained heat, led by the UK, Germany and Poland; accessory shipments (e.g., air‑deflectors) rose 12x. Cainiao said its 28 European warehouses have opened capacity to AC manufacturers and offer next-day delivery to ensure cooling equipment distribution.

印度央行：在基准情景下，预计46家银行的总不良贷款率到2028年3月将降至1.9%。

Indonesia is on track for its largest monthly foreign inflow into government bonds since May last year after net foreign purchases reached about $1.2bn as of June 26, the finance ministry said. The government's move to lift bond yields to attract external capital and support the rupiah appears to be working; DBS Group senior rates strategist Eugene Leow said higher yields renewed foreign interest, and Bank Indonesia's continued rate hikes amid a stronger dollar have helped accelerate inflows, leaving Indonesian asset markets showing signs of recovery.