Russian central bank deputy governor said the central bank cannot ignore rising fuel prices.

Huatai Securities says KOSPI's >20% pullback from the June 19 peak through July 10 was not driven by fundamentals; FactSet consensus EPS for 2026E and 2027E were revised up 3.15% and 6.05% over that period. The current pressure stems from high index concentration and leverage, which raise volatility; marginal tightening in USD liquidity and a tougher Korean regulatory stance on leveraged trading can structurally amplify even small moves. Near-term risks include product redemption pressure and the implementation of regulatory measures. Over the medium-to-long term, KOSPI's direction still depends on industry fundamentals.

Japan's finance minister Katayama said that as the government advances its growth strategy, the attractiveness of Japanese assets will increase.