Mitsubishi UFJ Financial Group now expects the Bank of Korea to deliver consecutive hikes and to raise policy rates by 25bp in August. MUFG cites persistent core inflation, resilient semiconductor exports and memory prices, and a firm property market as reasons for further tightening. A hawkish BoK stance is seen as supportive for the won. MUFG revised its outlook within a month — after the July BoK meeting it had expected rates to be unchanged in August with a hike in Q4, but has moved the anti

China's National Energy Administration issued 306 million green certificates in July 2026, a 17.93% month-on-month decline, covering 1.2249 million renewable generation projects. Tradable certificates totaled 179 million, or 58.56% of issuance. Certificates corresponding to June 2026 generation accounted for 274 million (89.61%). Issuance fell across all renewable types. Nationwide traded green certificates in July were 54.68 million, down 33.91% MoM; green power transactions were 25.78 million, down 39.88% MoM. Wind and solar certificates led trading volumes and remain the market's core products.

Ukrainian military said on the night of Aug. 26 its forces struck an oil refinery facility in Kstovo, Nizhny Novgorod Oblast, Russia, confirming a hit and that a fire broke out on the refinery site.