Norway's Government Pension Fund: telecoms, technology and energy posted the strongest equity returns in 1H.

China A-shares reversed a low open to finish higher after a midday rally. Shanghai Composite +0.32%, Shenzhen Composite Index +1.09%, ChiNext +1.49% (intraday peak >2%). Combined turnover on Shanghai and Shenzhen topped 2.1 tln yuan; more than 3,800 stocks advanced. Compute-hardware, fiber-optic and storage-chip sectors led gains. Consumer and property names surged in the afternoon, film & TV stocks were active. Oil & gas underperformed, posting the largest declines.

Russia has started importing gasoline from India after Ukrainian attacks on Russian refineries caused severe domestic fuel shortages, shipping data firm Kpler said. Kpler flagged this as Russia’s first import of automotive gasoline from a South Asian country: the initial India-origin cargo arrived on Aug. 5, and more shipments may follow. The fuel was carried on tankers linked to Russia and was transshipped near Egypt before moving to Russia. Kpler chief analyst Sumit Ritolia said Indian supplies, together with continued imports from Belarus and other nearby markets, underline the severity of Russia’s domestic gasoline supply-demand imbalance and reflect refinery run-rate cuts reshaping its refined-products trade flows.