A股種植業與林業板塊競價高開，中百集團兩連板，中糧糖業、敦煌種業高開漲超9%，海南橡膠、萬向德農、平潭發展、新賽股份等跟漲。

South Africa is expected to end its longest run of quarterly growth in nearly a decade as Q2 GDP likely contracted 0.1% QoQ, versus a 0.5% expansion in Q1, the median of a 14-economist survey showed. The decline reflects the Iran war that began Feb. 28 — whose initial effects only partly showed in Q1 but fully hit Q2 — lifting Brent and agricultural input prices and constraining traffic through the Strait of Hormuz, a route for about one-fifth of seaborne oil and LNG. Retail sales rose only 0.4% while wholesale trade fell 4.2%; gross fixed capital formation may be damped as war-driven uncertainty and higher costs weigh on investment. Economist John Loos said sentiment surveys are weak and point to continued investment weakness driven by uncertainty and the interest-rate outlook rather than structural problems, a pattern that could persist.

Daiwa Securities strategist Kenta Tadaide said economic fundamentals remain the key driver for USD/JPY. With US inflation data due this week and Fed and Bank of Japan policy meetings next week, an acceleration in US inflation that prompts the Fed toward tighter policy would likely support the dollar, while rising market bets on further BOJ tightening would intensify upside pressure on the yen.