Today's Asia Stocks Pulse

Japan and South Korea equities hit record highs as investors weigh Iran tensions
Japan’s Nikkei 225 and South Korea’s Kospi posted fresh all‑time highs, buoyed by strong domestic earnings and a pivotal wage settlement at Samsung Electronics. The rally unfolded while markets assessed the impact of U.S. strikes in Iran and the fragile cease‑fire talks. Oil prices held gains as Asian shares climbed on the geopolitical backdrop.
Indian Equities Surge 5.8% as US‑Iran Ceasefire Sparks Best Weekly Gains Since 2021
The BSE Sensex climbed 4,230.70 points (5.77%) to 77,550.25 and the NSE Nifty 50 rose 1,337.5 points (5.88%) to 24,050.60, delivering the best weekly performance since February 2021. The rally was sparked by a tentative US‑Iran ceasefire, which eased geopolitical risk, revived risk appetite and slowed foreign‑investor outflows.
HKEX Slashes WVR Valuation to $2.6B, Aims to Lure Innovative Firms
Hong Kong Exchanges and Clearing (HKEX) unveiled its biggest listing reform since 2018, halving the minimum market capitalisation for weighted‑voting‑right (WVR) companies to HK$20 billion (about US$2.6 billion) and lowering the secondary‑listing threshold to HK$6 billion. The changes aim to make Hong Kong...
Mcap of 8 of Top-10 Most Valued Firms Jumps Rs 4.13 Lakh Cr; HDFC, ICICI Bank Top Gainers
Eight of India’s top‑10 listed firms added roughly Rs 4.13 lakh crore (~$50 billion) in market capitalisation last week, led by HDFC Bank (+Rs 91,283 crore, about $11 bn) and ICICI Bank (+Rs 76,036 crore, about $9 bn). The BSE Sensex jumped 4,230.7 points (5.77%) and the NSE Nifty rose 1,337.5 points...
FPIs Extend Sell-Off in April; Pull Out Rs 48,213 Crore From Indian Stocks in 10 Days
Foreign portfolio investors pulled $5.14 billion (Rs 48,213 crore) from Indian equities in the first ten days of April, extending a sharp outflow trend that began with a record $12.7 billion exit in March. The cumulative outflows for 2026 now exceed $18 billion, reflecting heightened...

Indian Stock Market: How Are Sensex and Nifty Likely to Perform Next Week Amid US-Iran War Talks?
The Indian equity market snapped a six‑week slide, with the Sensex closing near 77,550 and the Nifty around 24,050, roughly a 6% weekly gain. The rally was sparked by optimism around a potential US‑Iran ceasefire and supportive global cues, while...
Nifty Bank vs IT: Anand James on How to Trade This Week
Indian equities showed a clear sector split as Nifty Bank rallied while Nifty IT lagged. A 7% fall in the VIX below 19 reduced panic‑selling, allowing Bank Nifty to breach key support and aim for 57,100‑57,300. Realty indices jumped 13%...
India's Sensex and Nifty Record Biggest Weekly Gains Since 2021
The BSE Sensex surged 4,230.70 points (5.77%) to 77,550.25 and the Nifty 50 rose 1,337.5 points (5.88%) to 24,050.60, delivering the best weekly performance since February 2021. The rebound was broad‑based, spurred by easing geopolitical tensions, a slowdown in foreign‑investor...

Asian Marco Initial Thoughts: Data Impacting Asia April 13 -17
The Asian data calendar for April 13‑17 is light overall, but China dominates with a suite of macro releases including GDP growth, retail sales, industrial production, house‑price index and fixed‑asset investment. India will publish key inflation, unemployment and wholesale‑price data,...
Xinhua Reports Shanghai Composite and Other Asian Markets Closed on Saturday
Xinhua News Agency reported that the Shanghai Composite, Shenzhen Component, Japan's Nikkei 225 and South Korea's KOSPI all recorded no trading on Saturday. The snapshot also noted modest gains and losses in major U.S. and European indices, underscoring the weekend...
VinFast Pivots to Indian E‑scooter Market Amid U.S. Setbacks
VinFast Auto announced plans to introduce three electric scooters – the Evo, Feliz and Viper – in India, shifting its focus from a stalled U.S. rollout to emerging two‑wheel markets. The move follows a volatile stock performance (+3.20%) and mounting...
Vietnam's VN-Index Climbs to 1,750 Points on Banking and Real Estate Strength
Vietnam's benchmark VN-Index closed at 1,750 points on April 10, a 0.77% rise fueled by strong performance in banking, real estate and energy stocks. The rally was underpinned by robust liquidity, foreign net buying of roughly $97 million and a broad...
China, Hong Kong Equities Climb as Data Hint Industrial Deflation May Be Ending
China's mainland and Hong Kong stock markets rose after Reuters reported data indicating that a stretch of industrial deflation may be winding down. The rally reflects renewed optimism that weaker factory output and price declines are abating, offering a new...

Global Funds Flee Indian Stocks at Record Pace on Growth Fears
Global funds have withdrawn $18.84 bn from Indian equities in just over three months, breaking the previous record set in 2025. The outflows are driven by an energy shock from the US‑Iran war and a perception that AI‑linked economies offer stronger...
D-Street Week Ahead: Nifty Extends Rebound; Godfrey Phillips Signals Breakout After Base Formation
The Nifty index rebounded, gaining 275.5 points (1.16%) after a brief dip caused by US trade‑tariff uncertainty and a delayed Supreme Court ruling. Technical analyst Milan Vaishnav highlighted that Godfrey Phillips (GODFREYPHLP) has completed a multi‑week base formation, with bullish signals...
FIIs Turn Bullish on Indian Small‑Cap Stocks, Buying $7 B in March Quarter
Foreign institutional investors purchased roughly $7 billion of Indian small‑cap shares in the Jan‑Mar 2026 quarter, increasing stakes in Shringar House of Mangalsutra, Granules India and Repco Home Finance. The buying runs counter to a $13 billion net outflow from Indian equities,...
HKEX Cuts Market‑Cap Bar for WVR IPOs to HK$20bn, Aiming to Lure Tech Start‑ups
Hong Kong Exchanges and Clearing (HKEX) announced its biggest listing reform since 2018, halving the market‑cap floor for weighted‑voting‑rights (WVR) companies to HK$20 billion (≈US$2.6 billion) and easing secondary‑listing thresholds. The changes aim to make Hong Kong a more attractive venue for...
West Asia Turmoil Priced in; India’s Long-Term Story Intact, Says Sunil Singhania
Sunil Singhania says the West Asia conflict has heightened oil prices and supply‑route worries, feeding volatility into Indian equities. He notes that roughly 90% of the conflict‑related risks are already priced in, leaving a favorable risk‑reward balance. Domestic investors continue...
Nifty Holds 24,000; 23,700 Key Support as Akshay Bhagwat Bets on Power Grid, Adani Ports
The Nifty 50 index has held above the 24,000 level, with key support at 23,700 and resistance between 24,300 and 24,500 as volatility eases. JM Financial’s Akshay Bhagwat highlighted Power Grid as a breakout candidate, targeting INR 315‑320 (≈ $3.80‑$3.85) with a...
Shandong Publishing & Media Posts 2025 Profit Drop as Revenue Falls 4.6%
Shandong Publishing & Media Co., Ltd (601019.SS) announced full‑year 2025 earnings of RMB1.173 bn ($164 m), a decline from RMB1.270 bn a year earlier, while revenue fell 4.6% to RMB11.179 bn ($1.57 bn). The results underscore pressure on China’s traditional publishing sector as digital platforms...
ASX 200 Dips 0.14% to 8,960.6 as Oil Price Rebound Pressures Tech Stocks
The S&P/ASX 200 slipped 0.14% to 8,960.6 on Friday as crude oil prices rebounded toward $97 a barrel, dragging down technology shares. Energy stocks rose modestly, and investors remain wary of the fragile ceasefire in the Middle East and its...

Longer-Term Impacts From War Constrain SET
The Stock Exchange of Thailand (SET) experienced extreme volatility in March after Israel and the United States began bombing Iran, triggering a circuit‑breaker when the index dropped 8% on March 4. Oil prices surged nearly 40%, sending diesel to over 50 baht...
Hong Kong Stocks Climb as Chip Makers Surge and CITIC Securities Gains Over 10%
Hong Kong's Hang Seng Index rose 0.61% to 25,910 points on April 10, led by a 1.07% gain in the Hang Seng Tech Index. Chip maker TianShu ZhiXin surged more than 11%, while brokerage CITIC Securities surged over 10% after...
STRADVISION Seeks $70‑$80 M KOSDAQ IPO to Fund AI Vision Software for Autonomous Vehicles
STRADVISION filed a registration statement to list on Korea's KOSDAQ, aiming to sell 7 million shares at KRW 12,400–14,800 each, a raise of roughly $67‑$80 million. The capital will back its SVNet vision perception suite, already in mass‑production programs with global OEMs, as...
KOSPI Slides Below 5,800 as Profit‑Taking Erodes 6% Surge
The KOSPI index slipped to 5,796.75 points on April 9, reversing a 6% rally that had pushed it above 5,800 the day before. Profit‑taking by domestic traders and lingering geopolitical risks drove the 1.29% decline, even as foreign investors logged net...
Nomura Upgrades SoftBank to Buy on Rate Hikes
$SFTBY upgraded to buy at NOMURA - We raise our rating to Buy, regard growth investments and shareholder returns in next medium-term business plan as key. SoftBank Corp has just announced mobile rate hikes. It...
Asian Markets Surge on Iran‑US Ceasefire Hopes, Kospi Up 1.9% and Nikkei 1.5%
Investors pushed the Kospi, Nikkei and Hang Seng higher after news of a tentative U.S.-Iran ceasefire, with the Korean index gaining 1.9% and Japan’s 1.5%. The rally was tempered by lingering doubts about the durability of the truce and ongoing...
Lotus Tech Secures $23 Million Equity Investment and Posts 9% Gross Margin in Q4 2025
Lotus Technology announced a $23 million strategic equity investment from eCarX and posted a 9% full‑year gross margin, boosted by a 43% inventory reduction. The Chinese EV maker also expanded its global dealer network to 211 outlets while navigating tariff pressures...

PSE Chief Confident of Market Recovery From Mideast Woes
Philippine Stock Exchange chief Ramon Monzon said the market will rebound despite the Middle East conflict, citing stronger reserves and a manageable debt profile. He highlighted that the Philippines now holds enough foreign reserves to cover seven months of exports,...

Sun Pharma Shares Down 4 per Cent on Reports of Overtures for US-Based Organon
Sun Pharmaceutical Industries’ shares fell about 4% to ₹1,654.70 (≈$20) after media reports that the company is close to a $12 billion bid for U.S. women’s‑health firm Organon. The deal would be Sun’s largest ever acquisition, adding Organon’s $6.2 billion 2025 revenue,...

Resilient SET Index Pushes Above 1,500 Points
Thailand’s SET Index rebounded past the 1,500‑point level, closing at 1,506.84 on Friday – a 3.6% weekly gain and a 15% year‑to‑date rise that outpaces most regional peers. Daily turnover averaged 52.18 billion baht (≈ $1.46 billion), with foreign investors accounting for 53.8%...

KOSPI +1.40%: Foreign Capital Rotates Into HBM Supply Chain
Foreign investors poured into South Korea’s high‑bandwidth memory (HBM) and related AI‑infrastructure supply chain, lifting the KOSPI 1.4% as the KRW weakened. The inflow coincided with a post‑ceasefire risk‑premium compression and a 2.1% rally in the S&P 500, signaling targeted conviction...

Nifty Crosses 24,000; IT Stocks Bleed as Broader Market Rallies
The Nifty 50 breached the psychological 24,000 mark, closing at 24,004.70, while the Sensex rose to 77,380.42. Broad‑based buying in financials, autos and consumer stocks lifted the market, but the technology pack lagged, with Infosys down 3.5%, TCS 3.2%, HCL Tech...

Tax, Not Dollar, Is the Main Barrier to FII Inflows
Nifty has been going up in the face of an enormous rise in FII selling [annual numbers]. So the selling has not mattered but still all eyes are on FIIs. I can only think of two factors. 1.Withholding Tax [ also...

Stock Market Live: Equities Firm at Noon; Sensex Rallies, Nifty Reclaims 24,000 Mark
Indian equities rallied on Friday, with the BSE Sensex climbing 761 points to 77,393 and the NSE Nifty breaking the 24,000 barrier at 24,010. The surge was anchored by strong global cues from Wall Street and Asian markets, yet investors...

Indonesia’s Richest Man Loosens Grip on Petrindo, Barito Amid Tighter Ownership Rules
Indonesia’s wealthiest tycoon, Prajogo Pangestu, sold a 0.56 percent stake in coal‑mining group Petrindo Jaya Kreasi and trimmed his holding in Barito Renewables Energy to boost free‑float levels. The move follows a new Indonesia Stock Exchange rule that forces listed firms to...

Ola Electric, Vodafone Idea, Filatex Fashions, JP Power— These Are Among Most Traded Stocks on NSE Today, April 10, 2026
On April 10, 2026, the NSE saw a surge in activity as Ola Electric Mobility, Vodafone Idea, Filatex Fashions, Jaiprakash Power Ventures and Auri Grow India topped volume charts. The broader market rose over 1% on optimism around US‑Iran talks, positive...

Sensex Jumps 850 Points, Nifty 50 Reclaims 24,000; Investors Earn ₹5 Lakh Cr— Key Factors Behind Market Rally Explained
India’s equity markets surged on April 10, with the Sensex climbing over 850 points to 77,501 and the Nifty 50 breaking the 24,000 barrier at 24,036. The rally lifted BSE‑listed market capitalisation to roughly ₹450 lakh crore (about $5.4 trillion), adding an estimated ₹5 lakh crore ($60 billion)...

Rajesh Palviya of Axis Sec Suggests Hindalco Industries, Cummins India, Adani Power Shares to Buy on April 10
On April 10, Indian equities opened higher, with the Nifty 50 up 0.72% to 23,945 and the Sensex gaining 0.70% to 77,189. The rally was led by the financial sector, which rose 1.6% on the day and 8.2% over the week, ending...

IOC, BPCL to HPCL: Oil PSU Stocks Gain up to 2.5% as Crude Oil Rally Loses Steam Ahead of US-Iran...
Oil marketing companies Indian Oil Corp (IOC), Bharat Petroleum (BPCL) and Hindustan Petroleum (HPCL) jumped 2‑2.5% on April 10 as crude prices retreated from recent peaks. Brent and WTI fell about 11% this week, the steepest weekly decline since June 2025, easing...
Korea's Big Four Financial Groups Forecast Record Q1 Profit Over $4 B Despite Household Loan Drop
South Korea’s four leading financial holding companies are expected to post a record first‑quarter net profit of 5.3 trillion won (about $4 billion), a 5.8% year‑on‑year rise, even as household loan balances fell 0.31%. The gain is driven by higher corporate loan...
Singapore's Straits Times Index Poised to Open Higher as Sentiment Turns Positive
The Straits Times Index (STI) is tipped to open above the 5,000‑point mark on Thursday, signaling a shift to positive market sentiment in Singapore. The rally follows a brief two‑day slide and broader optimism sparked by a two‑week US‑Iran ceasefire,...
Hang Seng Tech ETF Sees $460 Million Daily Turnover as Inflows Hit $3 Billion in 30 Days
On April 8, the Hang Seng Tech ETF (ticker 520920) recorded a daily turnover of more than 3 billion CNY ($460 million) and a 4.87% jump in its benchmark index. The fund has attracted net inflows of 21.84 billion CNY ($3.06 billion) over the past...
Japanese Yen Near 159/$ and Korean Won Drop to 1,480/$ Amid Fragile US‑Iran Ceasefire
The Japanese yen slipped back toward ¥159 per dollar and the South Korean won opened at 1,480.6 per dollar as investors reacted to renewed doubts over a newly‑brokered US‑Iran ceasefire. The moves underscore how Middle‑East geopolitics are reverberating through Asian...
Singapore Listings Remain Scarce Despite Strong Equities Performance
Singapore’s Straits Times Index jumped 23% in 2025, breaking the 5,000 mark, yet IPO activity remains thin. The number of listings rose to 16 in 2024, still far behind Hong Kong’s 119 IPOs that year. Government and MAS have pledged S$6.5 bn...

PETER’S ASIAN BUSINESS & FINANCE BRIEFING – Friday 10 April 2026, 06:00 Hong Kong
Geopolitical tensions in the Middle East intensified Thursday as Iran warned it could abandon the US‑Iran cease‑fire after Israeli strikes in Lebanon, while the United States dispatched a delegation to Pakistan for talks. The fragility of the truce pushed oil...
Asian Stocks Shy of Full Recovery Amid Fragile Iran Ceasefire
A tentative cease‑fire between the United States and Iran lifted some pressure on Asian equity markets on Wednesday. However, the rally was limited as Israel’s large‑scale strikes on Lebanon, which Tehran says breach the truce, kept regional tensions high. Major...
Ahead of Market: 10 Things that Will Decide Stock Market Action on Friday
India's Nifty 50 slipped to 23,775.10, down 0.93%, as financial, auto and FMCG stocks sold off, pushing the India VIX to 20.43. Analysts flag strong resistance near 24,000 and support around 23,500, suggesting a breakout could spark a short‑cover rally toward...
Market Trading Guide: Buy Hindalco and Waaree Energies on Friday for Near Term Gains up to 8%
The Nifty index slipped below the 24,000 mark, snapping a five‑session winning streak as financial, auto and FMCG stocks sold off. Technical analysts recommend buying Hindalco Industries at around ₹985.65 (≈ $12) with a 7% upside target of ₹1,057 (≈ $12.7). A...
F&O Watch: BSE Gets Sebi Nod to Launch BSE Focused IT Index Derivatives
India’s securities regulator SEBI has cleared the Bombay Stock Exchange to launch futures and options on its newly created BSE Focused IT Index. The index, comprising 14 BSE‑500 IT companies, has posted a –24% return from January to March 2026,...
Nifty Holds 23,662 Support, Eyes 24,300 Target
Nifty Prediction For Tomorrow 10 April 2026 By Rohit Srivastava | Indiacharts The immediate and crucial support level to watch is 23,662; holding this level keeps the bullish momentum intact. If the index successfully defends this support, it is...