- "The most direct implication (of the protests) is likely related to the territory's tourism industry," says Goldman's team, led by Andrew Tilton, cutting Hong Kong's Q4 GDP growth estimate to 2% from 2.5%.
- While Hong Kong's tourist arrival stats for the Golden Week holidays from October 1-7 don't show a big impact, anecdotal reports say tourist shopping took a sizable hit. Retail sales made up 23.3% of the economy in 2013, up from 13.6% in 2002, according to Deutsche Bank.
- The Hang Seng gained 0.25% overnight.
- ETFs: EWH, EWHS, FCHI, FHK