日本央行行长植田和男：能源相关产品价格上涨正开始推高日本消费者价格。

Jyske Bank said recent market declines, especially in AI and tech stocks, merit attention but investors should avoid panic selling. Chip names were hit hardest, and the bank sees signs the rout is not fully fundamentals‑driven — hedge fund de‑leveraging, margin calls and forced liquidations have amplified the fall. It warned that uncertainty over US post‑midterm data center regulation could keep volatility elevated; the coming days will be critical to judge whether the decline begins to weigh on corporate earnings or proves mainly a position‑driven correction.

Rashesh Shah, chairman and managing director of Edelweiss Financial Services, said India should consider removing capital gains tax on foreign investors to help revive the stock market and support the rupee, calling it a relatively easy step to signal welcome to long-term foreign allocators. Dozens of market participants have urged exemption of long-term capital gains tax on foreign investment in Indian listed equities. Earlier this week Finance Minister Nirmala Sitharaman said she would consider adjusting equity-related tax policy but gave no confirmation that the government is reviewing changes to capital gains or transaction taxes.