A major state-owned bank plans to extend new special re-lending quotas for share buyback and stake-increase loans to central SOEs China Guoxin and China Chengtong, with each allocation possibly reaching CNY100bn, sources said. The additional re-lending quota may exceed the initial amount the bank provided to those entities in 2024 when the tool was introduced.

FITCH says emerging-market issuers showed resilience in Q3 but could come under pressure if the Fed turns more hawkish and developed-market sovereign yields rise. FITCH’s base case is financing conditions will be looser in most EMs by 2027 as global inflation eases and central-bank policy pressures recede, but it warns of significant downside risks. FITCH forecasts EM ex-China GDP growth of 3.3% in 2027, below its upward-revised 2026 forecast of 3.6%.

印度政府：印度的煤電發電在10月以三年來最快的年增速激增，原因是厄爾尼諾天氣模式導致水電發電下降，以及工業活動帶來的電力需求激增。