Oil Shock & FX Pressure: India is scrambling to contain the financial hit from Middle East supply disruptions, with analysts warning high oil prices could keep weighing on the rupee, growth and public finances. GCC Market Plumbing: The GCC Financial Markets Committee will roll out a unified investor reference number across Gulf markets in 2026 to improve cross-border trading and post-trade efficiency. US Markets Mood: Wall Street closed mixed as semiconductor strength cooled and oil retreated, while geopolitical headlines around the Strait of Hormuz kept investors on edge. AI Valuation Hangover: Tech-led selloffs and hyperscaler capex worries are pressuring AI-linked stocks, even as investors still chase “picks and shovels” exposure. Semiconductor Capex Race: Samsung said it spent nearly 90tn won on chip capex and R&D in 2025, underscoring how relentless investment is shaping the next cycle. India Corporate/Enforcement: India’s ED provisionally attached about ₹100 crore of Jaypee-linked properties tied to alleged homebuyer fund diversion. Banking Support Programs: Shinhan Financial will write off 500bn won in delinquent debt and expand financing for vulnerable borrowers under a 5tn won social finance plan. Insurance Claims Tech: Instaboxx secured strategic funding to scale AI-powered home inventories that aim to speed catastrophe claims and cut fraud. Public Finance Stress: Kerala’s fiscal white paper flags a debt crisis of Rs 5.07 lakh crore, reigniting debate over state spending and growth. Investor Access to SpaceX: Chinese investors are reportedly seeking indirect routes to SpaceX IPO exposure after being blocked from direct participation.