Bloomberg Daybreak

A measure of French bond risk reached another milestone as investors position for political upheaval next year and the potential for a populist government to loosen the purse strings.

A nascent recovery in Chinese oil demand has begun to falter, as continued fighting in the Middle East and limited Iranian supply keep crude prices too high for private refiners, prompting some analysts to trim forecasts for the coming months.

Kenyan inflation accelerated to the highest level in more than two and a half years in September, driven by higher energy and food prices.

India’s opposition parties are stepping up pressure to remove the country’s top election official over a controversial revision of electoral rolls.

Pessimism around real estate stocks is so severe as interest rates climb that conditions exist for a dramatic reversal to the benefit of investors with good timing.

Abu Dhabi Crown Prince Sheikh Khaled bin Mohamed Al Nahyan took the helm of a $300 billion sovereign wealth fund which has become central to building the infrastructure needed to override Iran’s stranglehold over the Strait of Hormuz. The fund is now likely to spend tens of billions of dollars more on new port infrastructure outside the embattled strait, people familiar with the matter said. Bloomberg's Alex Dooler reports. (Source: Bloomberg)

Capitec Ltd. is bracing for a tougher operating environment as the Iran war stokes inflationary pressures and weighs on the confidence of clients at South Africa’s biggest lender by customers.

Biotech stocks in Hong Kong continue to rally amid hopes of AI-driven development. Bernstein senior analyst Rebecca Liang explains why investors are becoming more optimistic about biotech stocks than last year. She spoke on "Bloomberg: The China Show." (Source: Bloomberg)

Crude oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to separate estimates from JPMorgan & Goldman Sachs. Meanwhile the diplomatic stalemate between the US & Iran continues with Hormuz & nuclear weapons being the main sticking points despite mediation efforts from Qatar.  Aniseh Bassiri Tabrizi, Associate Fellow MENA at Chatham House spoke to Bloomberg’s Abeer Abu Omar on Horizons Middle East & Africa on the impasse between the two sides. (Source: Bloomberg)

Brazilian iron ore giant Vale SA is considering to raise as much as 3.5 billion yuan ($522 million) in its debut issuance in China’s bond market, according to people familiar with the matter, joining a growing number of issuers diversifying funding sources and looking for cheaper options.

Power rates for Singapore households will decline from a record high as lower fuel costs provide some relief from inflation.

“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Singapore with Shery Ahn and Avril Hong, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)

Rosanna Law, Hong Kong's Secretary for Culture, Sports and Tourism, discusses efforts to diversify the city's tourism offerings and boost visitor spending ahead of China's Golden Week holiday. She speaks with Yvonne Man and David Ingles on "Bloomberg: The China Show." (Source: Bloomberg)

Singapore and Kuala Lumpur are experiencing severe haze from wildfires in Indonesia, with air quality deteriorating ahead of major sporting events. Bloomberg's Mary Hui breaks down the situation. (Source: Bloomberg)

Inox Clean Energy Ltd. has filed a draft prospectus for an initial public offering to raise up to 100 billion rupees ($1 billion).

Japan’s two-year government bond auction Wednesday saw stronger demand than the 12-month average as elevated yields underpinned buying.

IIF Deputy Chief Economist Ashok Bhundia argues that dwindling oil and diesel inventories around the Strait of Hormuz present a more urgent global risk than US-China strategic competition. He warns that elevated crack spreads are driving cost-push inflation and could trigger a sudden market shock. (Source: Bloomberg)

Singapore’s sovereign wealth fund GIC Pte. has acquired 16 hotels in Japan operated by Marriott International Inc. for about ¥125 billion ($800 million), according to people familiar with the matter.