YONHAP: BANK OF KOREA said on Monday it has launched a 24-hour offshore KRW settlement network pilot to support South Korea's measures to lower foreign investor entry barriers.

CSC Financial says A-share market has entered a second-stage recovery. Middle East geopolitical spillovers lifted oil and long-end UST yields earlier but that phase has eased; oil and long-end UST yields have retreated. With domestic easing on rates and a stable RMB, leadership is rotating back to earnings and capital is returning to high-profitability sectors. Key risks: the persistence of overseas rate and oil declines and external shocks around the FOMC meeting at end-October. Recommended positioning: balanced, layered. Offensive overweight: compute-capacity supply-constrained segments (optical chips, PCB manufacturing, CCL, server OEMs) and industrial base metals (copper, aluminum, tin). Defensive base: dividend-yielding assets as core ballast. Tactical: selective, policy-driven domestic-demand opportunities in agriculture, medical aesthetics, and textiles/apparel.

Samsung Electronics shares extend gains, up 5.2%.