DBS Group multi-asset strategist Sherilyn Chew said Hong Kong's pilot gold-clearing infrastructure and the PBOC's continued accumulation of gold amid de-dollarization talks both underscore Asia's sustained interest and official-sector demand, and should deepen regional market access over time, supporting a firmer medium-term demand floor for gold.

A Yuanta Securities Korea analyst says LG Electronics may be entering a structural profit-recovery phase. Margins in its core home appliances, TV and auto parts businesses are expected to keep improving after Q2 operating profit beat estimates, aided in part by a one-off US tariff rebate. Expansion into AI data-center cooling, robotics and actuators is expected to accelerate in H2 2026; customer qualification tests are underway ahead of potential contract awards.

LSEG data showed German 10-year bond yield rose to a four-week high at 3.032%.