Hong Kong open: Hang Seng +0.04%, Hang Seng Tech +0.10%. Bilibili (09626.HK) +2.7%, Lenovo Group (00992.HK) +1.88%. Youdi Robotics (03231.HK) jumped more than 142% at its IPO open.

交易員：印度央行可能出售美元以遏制盧比貶值。

BOK'S LEE said South Koreans need not overreact to short-term won volatility, arguing structural shifts have made the currency more resilient as Korea has moved from a net debtor to a net creditor. He said authorities must adopt a different strategy and that, as a small economy, policymakers should be humble; he can smooth volatility but cannot determine exchange-rate direction, and only fundamental policy change can do that. He declined to comment on the interest-rate path, saying policymakers may monitor developments in a US‑Iran war, expansionary fiscal policy and the upcoming US midterm elections as key variables. He warned that even if the semiconductor cycle continues, worsening US‑Korea trade tensions could weigh and would affect inflation dynamics differently.