Sberbank said it has drawn up a loan restructuring plan for sellers on the Wildberries platform.

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.

European equity futures fell: Euro STOXX 50 futures down 0.6 pct, UK FTSE 100 futures down 0.3 pct, German DAX futures down 0.75 pct.