Retail Real Estate & Investment: ICICI Direct kicked off coverage of Raymond Realty with a Rs 700 NAV-based target (from Rs 568), citing a Rs 52,000 crore pipeline anchored by Thane land and Mumbai joint developments. Supply Chain Tech in Convenience: Philippine Seven (7-Eleven Philippines) is rolling out RELEX forecasting and replenishment across 27 distribution centers to replace spreadsheet planning and lift fill rates. Retail Loyalty Push: Coles is using Flybuys for “Collect for Christmas,” letting members build points until Dec 10 and redeem for up to $400 off one shop, including Liquorland redemptions. Consumer Demand Signals (China): China’s retail sales rose 2.5% in the first eight months, while August data showed industrial output up 5.2% but retail sales up just 0.4%, with investment still weak. QSR Property Deal: A Dubbo retail site leased to Guzman y Gomez and Domino’s is up for sale via expressions of interest, offering long WALE and value tied to value-driven fast food. Policy & Payments: India barred charges on UPI payments up to Rs 2,000 and RuPay debit card transactions, keeping small-ticket digital payments free. Local Retail Modernization: BCDA and Ayala Land are investing Php1 billion to modernize Market! Market! in BGC under a 12-year lease extension. Retail Spending Watch (Australia): Retail spending in New Zealand fell 0.9% in August as fuel costs bit, with core spending also down. Stablecoin Regulation Fight (US): US banks urged Senate action to tighten stablecoin rewards rules ahead of the CLARITY vote, warning incentives could drain bank deposits. Security & Crime Impact: A Melbourne small business claims QBE refused insurance over proximity to a tobacconist, reflecting fallout from “tobacco wars.” Tech for Retail Traders (Korea/US): Meritz Securities connected to Bruce Markets’ overnight US equities data feed to improve visibility for Korean retail traders.