The National Bank of Ukraine raised its policy rate to 15.5% from 15.0%. The bank lifted its 2026 GDP growth forecast to 1.8% from 1.3%, sees 2027-28 growth around 3%, and expects 2026 Q2 GDP YoY growth of 0.8%. It said inflation will accelerate in H2 and reach about 10% by end-2026. The bank projects $54 bln in international fiscal aid in 2026, sufficient to cover the budget shortfall.

The Hong Kong Monetary Authority said the Federal Reserve's decision to hold rates met market expectations. The Fed's post-meeting statement noted continued growth, a steady labor market and still-elevated inflation, reflecting the committee's concern about the inflation outlook. HKMA said Hong Kong's monetary and financial markets remain orderly. Under the linked exchange rate system, HKD interbank rates largely track US dollar rates, while short-dated HIBORs are also driven by local HKD liquidity, including seasonal factors and capital-market flows. Movements in US rates will depend on inflation, labor-market outcomes and other data and will affect Hong Kong's interest-rate environment. HKMA said it will continue to monitor markets to maintain monetary and financial stability.

China A-share auto manufacturers sector rallied again; JAC Motors hit the daily price limit, BAIC BluePark rose over 9%, Qianli Technology gained more than 7%, and SERES, King Long and other makers also advanced.