AI & Markets: BlackRock says India has been “over-punished” by lack of a direct AI play and oil fears, arguing the medium- to long-term investment case still holds despite foreign outflows. Geopolitics & Risk: Fresh US-Iran strikes and Hormuz disruption fears rattled global sentiment, dragging stocks in Australia and pushing oil higher while investors reassessed inflation and growth odds. AI Capex Boom: PIMCO warns AI, defense and energy security spending could add up to $14T in global capital spending over five years, but benefits may be uneven across countries and sectors. Korea Investment Push: SK Group plans an “AI factory” in Japan (2028-29), while Korea also secured $165M from European firms and signed a digital trade deal with the EU. Retail Investing Access: SAMCO Securities launched a global investing platform at GIFT City, enabling Indian retail investors to buy US stocks/ETFs with fractional ownership from $1. Regulation Watch: South Korea’s FSS urged securities firms to stop promoting high-risk, concentrated overseas bets as volatility rises. Investor Sentiment Split: Data on the SpaceX IPO week shows financial news and social platforms diverging, with retail forums turning more skeptical as listing nears. Corporate/Capital Markets: China Fortune Land shares slid after naming a restructuring investor consortium, highlighting ongoing stress in China’s property-linked capital markets. Local Economy & Infrastructure: Romania’s business lobby called for less bureaucracy and better public administration to restore investor confidence.