Australia Q2 private new capital expenditure +10.7% YoY, down from 14.6% previously.

CSI Convertible Bond Index opened 0.04% higher. Top gainers: Xianfeng CB +6.80%, Shenglan 02 CB +2.67%, Tai21 CB +2.55%, Lianrui CB +2.02%, Jizhi CB +1.41%. Top losers: Hejin CB -1.90%, Jincheng CB -1.49%, Wanxun CB -1.44%, Jin25 CB -1.20%, Huicheng CB -1.15%.

Saudi Arabia has shifted crude export routing back to Persian Gulf terminals after Houthi threats to Red Sea shipments. Sentinel-1 and Sentinel-2 satellite imagery show roughly 7.0 mln barrels loading at Ras Tanura across multiple berths on Tuesday, with four tankers alongside at Ras Tanura and Ju'aymah — the largest concentration since a late-June loading spike tied to a brief US‑Iran truce. Traders have tracked Saudi flows closely since the end-February outbreak of the Iran war; Riyadh had moved supplies to Red Sea port Yanbu after the conflict began, but a Houthi-declared blockade of Saudi shipping last month prompted the latest routing adjustment.