UK Policy & Markets: Defence stocks surged after John Healey was named UK chancellor, lifting hopes of faster defence spending and “defence bonds,” while UK borrowing and jobs data kept investors cautious. EU Carbon & Investing: Investors welcomed an EU ETS shift that ties future free pollution permits to decarbonisation investment plans, turning allowances into a more enforceable compliance contract. Indonesia Financial Hub: Indonesia’s parliament passed a law to create international financial centres, with tax incentives and dispute mechanisms aimed at attracting long-term foreign capital. Banking & Capital Flows: Bank Negara Malaysia said it will keep liberalising foreign-exchange rules in a measured way to deepen onshore markets while protecting stability. Asia Tech & Investment: TSMC is reportedly stepping up Taiwan investment after expanding in the US, while chip-led rebounds helped regional markets. US Legal Scrutiny: The US Justice Department opened a compliance review of Harvard’s China-based financial aid programs over alleged discrimination. Corporate/Deal Watch: JPMorgan and other US banks are close to financing parts of Japan’s $550bn investment pledge; Turkish Airlines joined a sustainable aviation fuel fund. Investor Sentiment: Pakistan’s PSX rebounded on softer oil and US-Iran mediation hopes; India’s Nifty stayed pressured as IT and private banking dragged, even as Bajaj Finance rallied on strong growth. Consumer Finance: The UK FCA said car finance lenders can settle claims now at scheme terms despite legal challenges. Financial Inclusion & Fintech: New data highlights how digital access is changing who invests and how; Payhawk said its AI controller agent cut invoice submission delays.