印度央行爲遏制盧比貶值，在消耗外匯儲備之後轉向“第二道防線”：通過限制衍生品交易、上調外匯風險準備金、爲石油公司開設美元窗口等宏觀審慎工具形成壓力組合。野村指出，若全球環境不改善，後續可能啓用匯率靈活性以及財政與貨幣的協調行動。宏觀審慎工具的直接效果通常有限，市場往往在數週內消化；真正的風險在於“匯率靈活性”被啓用的那一刻——那是貶值預期從隱形轉爲顯性的節點，會同時衝擊套息交易與亞洲貨幣的波動定價。另一層含義是政策路徑分化：美聯儲在10月轉向暫停的預期不斷強化，而亞洲多國央行（印度、新加坡等）正走向收緊。美亞利差的這組反向運動，是未來一至兩個季度新興市場資產定價中尚未被充分反映的變量。

World Bank President Banga said more must be done to attract private capital into smaller, fragile or conflict-affected countries.

CPPCC chairman Wang Huning met Vietnam National Assembly chair Tran Thanh Man in Beijing on the 11th. Wang said China will follow top-level strategic guidance, pursue the 'Six More' overall objectives and push high-quality, mutually beneficial cooperation across sectors to deepen China–Vietnam ties. The Chinese People's Political Consultative Conference offered deeper exchanges to support both countries' modernization efforts.