Bloomberg Daybreak

Godrej Properties Ltd. has signed an agreement to develop a $625 million sea-facing residential project in Mumbai’s upscale Marine Lines neighborhood, underscoring sustained demand for luxury real estate in India.

The direction of capital flows in the Middle East is changing with the US-Iran war making the shift more visible. For decades, the Gulf's relationship with Wall Street was largely defined by capital flowing out and being deployed everywhere. This continues but now the Gulf is also becoming an increasingly important target for global investment. BlackRock Investment Institute Chief Middle East and APAC Investment Strategist Ben Powell spoke to Bloomberg’s Abeer Abu Omar on Horizons Middle East & Africa on the flow of investments in & out of the region. (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 Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)

South Korea’s three-year yield rose to the highest level since November 2022 as the local bond market reopened after holidays, joining a global selloff as elevated oil prices stoked concern over inflation.

Shares of National Stock Exchange of India Ltd. slipped below their initial public offering price on the third day of trading, extending a lackluster start amid a broader equity selloff.

“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)

Allied Blenders and Distillers Ltd. rose as much as 2.9% on Monday in Mumbai, building on gains in the latter half of last week.

Iran stuck to its seven-day proposal for reopening the crucial Strait of Hormuz, saying it won’t soften its conditions, while President Donald Trump sent mixed signals about his willingness to reach a deal. (Source: Bloomberg)

Soybean futures fell to their lowest since late August after the oilseed was left off the list as the US and China detailed plans to cut tariffs on a slew of other agricultural products.

Adam Bowe, Managing Director and Head of Australia Portfolio Management at PIMCO, discusses the outlook for Australia's bond market ahead of the RBA's September policy decision, with markets assessing the likelihood of a further 25-basis-point rate increase. He says Australia's rate-hike cycle is fully priced in and the cracks in the economy are being more visible. He speaks with Haidi Stroud-Watts on "Bloomberg: The Asia Trade". (Source: Bloomberg)

Pacific Investment Management Co. is taking an increasingly constructive stance on Australian bonds, arguing that market expectations for interest-rate hikes have gone too far in the face of a slowing local economy.

Takuji Aida, Chief Japan Economist at Credit Agricole and an economic advisor to Japanese Prime Minister Sanae Takaichi, says any expansion of Japan’s defense spending will likely be spread over many years and shouldn’t become a source of significant market anxiety in any single year. He speaks with Shery Ahn on Bloomberg: The Asia Trade. (Source: Bloomberg)

Chinese shares touched a one-year low as optical companies sank on proposed US sanctions and chipmakers retreated on a report authorities may open the local market further to Nvidia Corp.’s semiconductors.

Emerging-market assets extended their selloff on Monday amid surging US Treasury yields, with developing-world stocks tumbling and EM bonds heading for their worst month since the Iran war first roiled markets in March.

One in six companies in western Europe is under financial strain as rising leverage leaves businesses more vulnerable to shocks, according to Boston Consulting Group.

Cuban Deputy Foreign Minister Carlos Fernández de Cossío tells Bloomberg This Weekend host David Gura that Cuba remains ready for talks with the US, but says continued sanctions and economic pressure are hampering the island’s efforts to reform its economy. De Cossío also says Cuba would welcome greater US investment and hopes the confrontation can ultimately end through negotiations. (Source: Bloomberg)

Long-time bond investor Chris Iggo is retiring with a parting message for markets: after four difficult years, bonds are set for a rebound.

Japan’s two-year government bond yield is closing in on the key 2% threshold as investors ramp up bets on further Bank of Japan rate hikes.