Saudi Arabia (TASI)
- Stable with mild upside
- Strong correlation with oil prices
➡️ النفط continues to anchor market performance
Japan
- Equity market near highs
- Yen weakness supporting exporters
⚠️ Policy risk rising as FX levels approach intervention territory.
China / Hong Kong
- Stabilization continues
- Lack of strong policy catalyst
➡️ Recovery remains tactical and fragile.
Sources:
- People’s Bank of China
- Bank of Japan