The China Show: China Q3 GDP, Asia Selloff, and Trade Outlook

Coverage centers on China’s third-quarter GDP and September activity data alongside market moves across Asia, with Hong Kong closed for a holiday. It also examines the regional chip-stock selloff, Indonesia’s equity turbulence, and geopolitical developments involving Ukraine and US-China relations. The Bund Summit in Shanghai provides interviews on trade policy, AI supply chains, and Asian growth.

■ Market open and China data preview
- 9:00 a.m. Shanghai/Shenzhen open; Hong Kong holiday closure
- Asian chip stocks, oil prices, and reported Putin-Trump-Xi summit proposal
- Home prices and expectations for Q3 GDP and September activity data

■ China data and policy response
- Q3 GDP at 4.5%; September retail sales, industrial production, fixed asset investment, and jobless rate
- Bureau of Statistics comments and Maybank discussion on policy reaction and medium-term outlook

■ Regional markets and Indonesia
- Jakarta selloff and MSCI-related flow concerns; Korea chip valuation and stabilization
- Currency, bond-yield, and passive-flow implications

■ Bund Summit interviews
- US-China trade truce, critical minerals, export controls, and AI supply chains
- Former Bank of Korea governor on semiconductor cycle, fiscal buffers, inflation, and FX

■ Other global stories
- France protests and European assets; Japan PM approval and budget; India AI and nuclear comments

Intended for investors, macro analysts, and viewers following China and Asia-Pacific markets. It offers context on data releases, policy signals, market flows, and geopolitical headlines rather than investment recommendations.