Daily News Roundup: China Index Revisions, Serbia Election, Brazil Runoff
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A daily news roundup for October 26, 2026, reports that China plans revisions to the Shanghai Composite Index and STAR Composite Index, effective today, while some QDII segregated account products are being liquidated amid quota ratio adjustments. Internationally, Serbian President Vucic acknowledged the Progressive Party's parliamentary election defeat. Goldman Sachs cut its 12-month target for South Korea's KOSPI by 25%. Zelensky said Ukraine, the U.S., and Russia plan technical-level talks in November. New Zealand began early voting for its 2026 general election, running through November 7. French bond market turmoil intensified as the race to succeed the ECB president focused on crisis response. Brazil entered a presidential runoff, with results expected by the morning of October 26 Beijing time. Middle East developments included Trump saying he might strike Iran again or reach a deal, Qatari mediators heading to Tehran, Iran rejecting pressure, the Iran-Pakistan border reopening, and the U.S. CENTCOM commander visiting the Strait of Hormuz.
Source report
Domestic News
- Proposed revisions to the Shanghai Composite Index and the STAR Market Composite Index, among others, take effect today.
- Several QDII segregated account products have reportedly been liquidated in succession. Industry insiders attribute this to adjustments in the quota ratio for QDII segregated accounts.
International News
- Vučić acknowledged that the Serbian Progressive Party was defeated in Serbia's parliamentary elections.
- Goldman Sachs cut its 12-month target for South Korea's KOSPI index by 25%.
- Zelensky stated that Ukraine, the United States, and Russia plan to hold technical-level working talks in November.
- Early voting for New Zealand's 2026 general election has begun and will continue through November 7.
- Turmoil in the French bond market is intensifying, with the race to succeed the European Central Bank president focusing on crisis-response capabilities.
- Brazil heads into the runoff round of its presidential election, with results expected to be released by the morning of October 26, Beijing time.
- Middle East situation:
- ① Trump said the United States may strike Iran again, or a deal may be reached, but there will be no strike today (U.S. Eastern Time, October 25).
- ② Foreign media: Qatari mediators traveled to Tehran on Sunday to coordinate efforts to de-escalate regional tensions.
- ③ Iran: Even if the United States launches a new round of strikes, it cannot change Tehran's position.
- ④ The Iran-Pakistan border has reopened.
- ⑤ U.S. Central Command Commander Cooper inspected the Strait of Hormuz.
- ⑥ With his electoral prospects in jeopardy, Netanyahu was reportedly revealed to have repeatedly "pleaded" with Trump for public support.
- ⑦ Iran's parliament speaker called on the public to reduce natural gas consumption.
Source
domesticNeutral / independent