Marcin Frąckiewicz

Quick take: Mainland A‑shares reopen Monday at 9:30 a.m. CST with a powerful domestic liquidity tailwind from the People’s Bank of China (PBOC), but sentiment has to work through Friday’s global tech-led selloff, soft October macro prints, and persistent pressure from the property downturn. Reuters+3english.sse.com.cn+3Reuters+3 1) Big policy swing: PBOC to inject ¥800 billion today China’s central bank said it will conduct an ¥800 billion (≈US$113bn) outright reverse‑repo operation on Monday, Nov 17 (six‑month tenor), a net injection of ¥500 billion after November maturities. It’s the latest in a series of sizable OMOs designed to keep liquidity “reasonably ample.” Markets will parse

Tokyo’s cash equity session opens at 9:00 a.m. JST, with Japan’s first estimate of Q3 GDP landing just 10 minutes earlier—setting the tone for Monday’s trade. Japan Exchange Group+1 Snapshot before the bell 1) The data drop that could swing the open: Q3 GDP (8:50 a.m. JST) Japan’s first preliminary GDP for July–September lands minutes before the opening auction. A Reuters poll flagged the risk of Japan’s first contraction in six quarters amid tariff headwinds and soft exports; the median call was a −0.6% q/q (−2.5% annualized) setback. Watch the private consumption and net exports lines for read‑through to retailers