OCT 08 2026: Samsung $005930.KS Q3 profit jumps nearly 9x to $80BN on AI chips, RBI hikes repo to 5.5%, and US 30-year yield hits a fresh 24-year high — that's the Asia open.

India: RBI's first hike under Sanjay Malhotra takes repo to 5.5% with 'calibrated tightening'—not a one-off. $NIFTY broke 22,400 and $SENSEX fell 500. Banks, autos, real estate feel it first. The RBI's real problem is $BRENT at $95. That's the inflation rethink behind the hike. Higher oil is a tax on India's current account and margins. Watch $USDINR—Malhotra says rupee may be undervalued and markets can be irrational. Japan: Tokyo Financial Exchange rolling out futures to hedge BOJ rate volatility is a tell. 30-year JGB yield retreating from a record high doesn't mean calm. $USDJPY traders now have another tool—and more reason to watch the long end. Korea: Samsung's AI chip boom is the earnings signal. HD Construction Equipment's W390b US data center engine deal is the corporate confirmation: AI capex is still broad, not just chips. Seoul denies helping ease Russia's fuel shortage. That's geopolitics leaking into Korean risk. If Russia fuel stories escalate, Korea's export/energy comp

India: RBI's first hike under Sanjay Malhotra takes repo to 5.5% with 'calibrated tightening'—not a one-off. $NIFTY broke 22,400 and $SENSEX fell 500. Banks, autos, real estate feel it first.