China

VXUS returned 34% with 2.8% yield; IEFA returned 26.5% with 3.3% yield. VXUS offers broader emerging markets exposure.

Sunrun jumps 5.2% on solar project ruling, but it's down 36.2% YTD. High volatility persists.

Reuters poll: Fed seen on hold through September as Middle East war drives inflation higher. 71 of 103 economists still expect one cut in 2026; nearly a third now forecast no cuts at all.

HAL jumps 3.3% on strong earnings beat & margin expansion. YTD up 32.1%, near 52-wk high.

Olstein adds $2.78M to Korn Ferry stake; KFY up 15.3% YTD, yielding 2.94%

NZ inflation may hit 7.4% if oil hits $180/bbl, but 3.9% is more likely. Recovery delayed, not derailed.

PBOC sets USD/ CNY reference rate for today at 6.8650 (vs. estimate at 6.8294) PBOC CNY reference rate setting for the trading session ahead.