Global Market: China Q2 growth slows to 4.3% yoy; Asia, metals stocks likely to remain volatile

China's Q2 GDP grew 4.3% year-on-year, missing the 4.5% Reuters consensus and slowing from 5.0% in Q1, marking the weakest expansion since Q4 2022. Weakness was attributed to sluggish consumer demand and an oil price shock linked to the Iran war, though AI-related export strength provided partial support. For Indian markets, the data is expected to keep metals, mining and commodity stocks volatile given China is the world's largest consumer of industrial metals, though potential Beijing stimulus could cap downside.