野村证券：预计印度财政赤字将扩大20个基点，并认为2027年起前不会加息。

South Korea's Lee's approval rating fell to a record low of 44% in a Gallup Korea poll released Friday, down 7 percentage points from July, reflecting growing public discontent with housing policy that has not cooled an overheated property market. Support among voters in their 20s dropped to 30%. The ruling Democratic Party's support slipped 3 points to 41%, while the main opposition People Power Party rose to 25% from 23%. Proposed property tax reforms have also raised market concern.

Aug 13 — WTI (USO) nominal exposure ~22.248 mln barrels, down 3.571 mln barrels on the day; Brent (BNO) futures positions ~7.576 mln barrels, down 56,000 barrels.