According to Jin10, Daiwa Securities strategist Kenta Tadaide said economic fundamentals remain the key factor determining the direction of USD/JPY. After U.S. inflation data are released this week, the Federal Reserve and the Bank of Japan will hold policy meetings next week. "If faster U.S. inflation prompts the Fed to take a tighter monetary policy stance, it could support the dollar; while rising market expectations for further Bank of Japan rate hikes could intensify upward pressure on the yen."

Toyota Motor Corp. and other Japanese carmakers risk a hit to bottom lines after the yen strengthened to its highest level in more than six months, according to Bloomberg.

According to Sina Finance, U.S. refiner Phillips 66 said the Iran-Israel war has pushed Asian oil buyers to shift their focus from price to energy supply security, giving suppliers with stronger control over shipping capacity a competitive advantage. Mark Senn, Phillips 66 senior vice president of global trading, said at S&P Global Energy's APPEC conference that supply security is a key concern in Asia, whereas price used to matter more. He said Phillips 66's fleet gives it a "commercial advantage" when doing business with Asian customers. Senn also said the refining industry has little room to adjust when shocks hit, and that the U.S. refining sector is currently operating at full capacity with very few unplanned outages.

Japan's Health Minister Kenichiro Ueno said the Government Pension Investment Fund, or GPIF, is still considering whether it needs to conduct an asset allocation review, even though it decided in March that no such review was necessary. According to Sina Finance, Ueno said at a regular news conference in Tokyo on Tuesday that the current investment environment has not deviated significantly from the assumptions GPIF made for its basic portfolio.

According to Jin10, Arm Executive Vice President and Chief Commercial Officer Will Abbey said at the Arm Everywhere China annual conference that Arm global partners have cumulatively shipped more than 350 billion Arm-based chips, and that Chinese innovators have always been an important force in this global innovation journey.

According to Jin10, shipping through the Strait of Hormuz slowed at the start of the week after Iran threatened on Monday to retaliate against any new U.S. attack. Kpler data showed seven cargo ships passed through the Strait of Hormuz on Monday, down from eight the previous day, while 29 cargo ships passed through the Bab el-Mandeb Strait, up from 17 the day before.

Daiwa has initiated coverage on Bilibili with a Buy rating after the company announced on September 4 a $700 million zero-coupon convertible bond issue and Tencent's sale of its entire roughly 9.6% stake, according to ETNet. The broker said the transaction structure is innovative and creates a three-way win, removing a long-standing overhang from the possibility of Tencent selling its holdings. It said the deal brings Bilibili about $400 million in new funds and, through an immediate share buyback and cancellation, significantly reduces potential dilution. Daiwa added that future conversion could still dilute shareholders, but only if the stock rises materially, while Tencent can monetise the bonds in the over-the-counter market without directly selling shares, limiting pressure on the stock.

CICC said Hutchmed has struck an exclusive development and licensing agreement with GSK for HMPL-A830, granting GSK rights to develop and commercialise the cancer drug outside China. Hutchmed will receive a $110 million upfront payment and could earn up to $1.185 billion in additional development, regulatory and commercial milestone payments, plus tiered royalties on annual sales. The broker said the deal provides immediate funding and underscores the global potential of Hutchmed's ATTC platform. It added that GSK has shown efficient execution in bringing Chinese-origin assets to market and is a suitable international partner for accelerating HMPL-A830's global progress, according to ETNet. CICC raised its 2026 net profit forecast for Hutchmed by 41% to $78.07 million, assuming the upfront payment will be booked in 2026, while cutting its 2027 net profit estimate by 25% to $66.38 million because milestone income will be delayed. Based on a discounted cash flow model and higher expected global commercialisation potential for the ATTC platform, CICC lifted its target price to HK$28 from HK$26.

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