China A-share dairy sector rallied; Qingdao Food hit the daily trading limit, while Yiming Food, Southern Dairy, Wancheng Group, Pinwo Foods and New Dairy also advanced.

Emerging-market currencies slipped as investors awaited Middle East developments and US economic releases due later this week. An index of developing‑market currencies fell 0.2% to a one‑month low. The South Korean won weakened as foreign equity outflows offset export support. US President Trump said he wants to give diplomacy more time before deciding whether to resume strikes on Iran after this week’s midterm elections. Mitsubishi UFJ Financial Group FX strategist Lloyd Chan warned that a resilient US labor market would reinforce expectations of further Fed tightening, while elevated oil prices would further burden regional energy importers; rising US Treasury yields alongside high oil will continue to pressure regional FX.

据《越南新闻》：越南将自11月1日起首次下调平均零售电价2%，降至每千瓦时2,159.90越南盾（不含增值税），这是20年来首次下调。此举旨在减轻家庭和企业的能源成本负担，并支持经济增长。