Zhongtai Securities says the mid–late August pullback began as expected; the market retraced after a rally, volumes fell and stabilized. It maintains a mid‑term view that the market should strengthen again in September. The correction offers a right‑side buying opportunity; allocation focus remains on technology manufacturing and nonferrous metals. Mid‑term recommendations: increase exposure to STAR 50, nonferrous metals and gold. In September, if AI revenue concerns ease and Fed rate expectatio

Analysts say President Trump is pursuing new sanctions, a maritime blockade and pressure on Iran's trading partners to achieve by economic isolation what bombs and missiles could not — force Iran to accept US terms. Iran’s Islamic Revolutionary Guard Corps (IRGC) effectively controls the Strait of Hormuz and has repeatedly launched large numbers of attack drones into the Persian Gulf; the IRGC is largely impervious to economic pressure and retains substantial retaliation options. Treasury Secretary Bessent will unveil details on Monday of a plan to shift confrontation from regional air strikes to comprehensive economic isolation. If the economic squeeze takes hold, Iran is likely to respond with military strikes targeting Gulf energy infrastructure to push oil prices higher and raise the cost of US action, potentially forcing a US policy reversal.

Syrian foreign ministry said an Israeli strike on Beit Jin in the Damascus suburbs constitutes a violation of national sovereignty.