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Authorities stated that Russian airstrikes targeted port infrastructure in Ukraine's Odessa region.

India's Finance Minister: Negotiating investment treaties with several countries, including Russia, and emphasizing investment protection.

India's Finance Minister: The US is seeking to reduce trade imbalances through means other than negotiations. Tariffs are being weaponized, despite the existence of a framework.

India's Finance Minister stated that the trade agreement with the United States was a difficult and rigorously negotiated deal. He believes that India and the United States have reached a certain level in the trade agreement negotiations. Under these circumstances, reaching further trade agreements will be "very, very difficult" for both India and the United States.

The Iranian Labour News Agency (ILNA) argues that the Iranian issue is not merely a diplomatic matter for Trump, but rather a primary arena for defining American influence in the Middle East. Since his first term, Trump has placed Iran at the heart of his Middle East policy, beginning with the 2015 withdrawal from the Iran nuclear deal, followed by the reinstatement of comprehensive sanctions, reductions in Iranian oil revenues, and now direct military confrontation—all aimed at forcing Iran to accept US conditions. The US now seeks far more than simply limiting Iran's nuclear program. The Trump administration has threatened to destroy Iran's missile capabilities, weaken its naval strength, and cut off its support for regional organizations. This raises the question: does the US want to change Iran's behavior, or its political structure? If the goal is merely the nuclear issue, why has the scope of the strikes expanded to include Iran's missiles, navy, regional power, and military facilities? If the goal is to change Iran's behavior, why has the pressure escalated from sanctions to threats of full-scale war? This contradictory question suggests that the "Iranian threat" in the eyes of the US extends far beyond the nuclear issue. In recent years, Israel has successfully made the "Iranian threat" a significant part of US policy. Under this rhetoric, containing Iran's nuclear capabilities is not enough; its missile capabilities, regional influence, and even its political structure are also considered part of the problem. The question is, what is Trump's ultimate goal? How will he define victory? Is the ultimate goal to halt uranium enrichment activities? To dismantle missile capabilities? For Iran to withdraw from the region? Or to change the political system? If the answer is all of the above, then the Iran issue will extend far beyond the nuclear agreement, becoming a key factor in altering the balance of power in the Middle East. The most dangerous scenario is that if the Trump administration believes it must "end" the Iran issue before the end of his presidency, then Trump may prefer a "scorched earth" policy to attempting a limited agreement: attacks on military and security centers, critical infrastructure, and remaining power centers could be part of a gradual weakening of the Iranian government's power. By severely crippling Iran's military capabilities and infrastructure, the goal is to remove the Iran issue from the next US president's table.

The yield on Japan's 20-year government bonds rose 1 basis point to 3.970%.

U.S. Southern Command: A joint task force in the Western Hemisphere conducted a deadly strike on a speedboat operating along a pre-established drug smuggling route in the Caribbean. The operation killed four drug traffickers and terrorists.

Hong Kong-listed mainland property stocks weakened, with Sunac China (01918.HK) falling nearly 5%, Longfor Group (00960.HK) dropping more than 4%, and Greentown China (03900.HK) and Country Garden (02007.HK) following suit.

The NI225 index broke through 70,000 points, rising 2.5% intraday.

The Hang Seng Index (HSI) opened down 8.88 points, or 0.04%, at 23,963.41 on Monday, October 5th; the Hang Seng Tech Index opened down 19.56 points, or 0.47%, at 4,138.38 on Monday, October 5th; the Hang Seng China Enterprises Index opened down 9.47 points, or 0.12%, at 8,021.07 on Monday, October 5th; and the Hang Seng Red Chip Index opened down 10.53 points, or 0.26%, at 3,982.13 on Monday, October 5th.

The yield on Japan's 30-year government bonds rose 2.5 basis points to a record high of 4.23%.

Bank of Japan Deputy Governor Shinichi Uchida: We will continue to carefully examine economic and financial indicators and fully understand the impact of adopting AI.

Bank of Japan Deputy Governor Shinichi Uchida: AI has boosted stock prices and made financial conditions more relaxed, while the large number of bonds issued by AI-related companies has put upward pressure on long-term interest rates.

Bank of Japan Deputy Governor Shinichi Uchida: At first glance, the impact of artificial intelligence on the demand side seems to be manifesting first, making the overall financial environment more relaxed, but if profits fail to keep up, there is still a risk of correction.

Bank of Japan Deputy Governor Shinichi Uchida: Artificial intelligence may impact the supply side and could have a positive effect by increasing productivity and promoting capital stock accumulation.

Bank of Japan Deputy Governor Shinichi Uchida: Artificial intelligence is a huge positive demand shock, putting upward pressure on the economy and prices.

Japan's final composite PMI for September was 52.3, compared to 52.5 in the previous month.

Japan's final services PMI for September was 51.3, compared to 51.6 in the previous month.

Bank of Japan Deputy Governor Shinichi Uchida: Artificial intelligence has become a key topic of discussion among central banks, including the Bank of Japan, especially at monetary policy meetings.

Bank of Japan Deputy Governor Shinichi Uchida: The adoption of artificial intelligence could have both positive and negative impacts on productivity and the labor market.