Vietnam plans to upgrade its two largest FDI destinations, Bac Ninh and Quang Ninh, to centrally governed cities to accelerate development of Samsung’s manufacturing cluster and the Ha Long Bay area. The National Assembly is scheduled to vote on the proposal at the end of the month and the measure is widely expected to pass. Bac Ninh has been a key Samsung manufacturing base since the company opened its first phone plant there in 2008; Foxconn, GoerTek and Luxshare have also established factorie

Former President Trump told South Korean media he is frustrated Seoul refused to participate in a U.S. operation related to Iran and raised issues of defense cost-sharing. He said South Korea agreed during his first term to pay about $3 billion annually for U.S. protection; he sought $10 billion, and the short‑term deal was $3 billion with planned increases in subsequent years. Trump said President Biden later withdrew the $3 billion “for reasons I don’t know.” In a recent call with South Korean president Lee Jae‑myung, Trump said he asked if Seoul would “help a little” on Iran; Lee declined. Trump noted roughly 39,000 U.S. troops are deployed in South Korea and called Seoul’s refusal to assist in what he described as a “very easy” military action “strange.”

德銀數據顯示，截至8月12日當週，全球債券基金淨流入238億美元，創五週最高，其中政府債吸金72億美元、投資級債48億美元，顯示配置型資金正在重新增加固定收益敞口。 但趨勢資金給出的信號完全不同。德銀CTA模型顯示，整體債券配置僅處於歷史5%分位，美國債券倉位處於13%分位、歐洲僅12%分位，仍維持明顯偏空狀態。也就是說，配置資金已經開始買債，但價格趨勢尚未強到足以讓CTA反手做多。 這種分化意味着，債市下一階段的重要變量是趨勢能否真正反轉。若收益率持續回落，CTA平空甚至轉多，可能成爲新的機械買盤；若長端收益率繼續承壓，目前的基金流入也未必足以扭轉趨勢。