Geopolitics & Markets: European shares slipped as renewed U.S.-Iran tensions pushed Brent higher and kept investors focused on earnings risk, with travel stocks hit and energy names supported. Oil/FX Spillover: The oil jump is also weighing on the Indian rupee, with the currency slipping back toward 96 per dollar as safe-haven demand rises. Investor Sentiment: A Bank of America survey found global investor sentiment at its strongest since February, citing optimism on AI spending and expectations for easier policy. Sovereign/Policy: India launched its UNSC non-permanent seat campaign for 2028–29, flagging priorities including terror financing, maritime security and responsible AI governance. Funds & Governance: South Africa’s PIC suspended its CEO and CIO amid whistleblower allegations, appointing an acting CIO to stabilize fixed-income decisions. Banking/Personal Finance: The UK tightened ISA rules to curb cash-sheltering via stocks-and-shares ISAs, raising compliance pressure for savers and providers. Dealmaking & Capital Markets: Latvia is lining up 23 investors for a major telecom stake sale involving LMT and Tet, while India’s SBI Funds Management IPO drew anchor bids from major sovereign investors. Corporate Finance/Investing: ASIC ordered the winding up of First Mutual Private Equity and an unregistered managed investment scheme to protect investors. Tech & AI: Chip stocks stayed under pressure as oil rose, even as investors remain crowded in long semiconductor trades tied to AI demand.