Rio Tinto (RIO.N) CEO says he is closely watching the results of a copper tariff review.

Mitsubishi UFJ Financial Group senior FX strategist Lloyd Chan said in a research note that if the FOMC delivers a "slightly hawkish" hold, the dollar is likely to be supported. Their baseline assumes a hawkish-tilted hold in which the Fed keeps rates unchanged but underscores elevated inflation risks. That stance could bolster U.S. Treasury yields and the dollar and broadly weigh on Asian currencies. Continued Fed emphasis on keeping rates higher for longer would keep the risk balance tilted toward dollar resilience.

Gina Kim, emerging-markets equity portfolio manager at Nordea Asset Management in Singapore, said the core thesis remains intact and current selling in the South Korean market appears irrational and panic-driven, concentrated in AI-related tech names. Some selling is explainable — pre-summer risk reduction, margin calls and recent reporting questioning the sustainability of AI capex. Nordea has trimmed several large tech positions due to single-stock limits rather than deteriorating fundamentals.