Know What's Happening in Asia Stocks
Know What's Happening in Asia Stocks
Asia-Pacific markets rally on hopes of Hormuz reopening
Asian equities rose on Friday as optimism grew that Iran and Oman’s draft protocol could reopen the Strait of Hormuz for oil shipments. Crude prices climbed, with U.S. WTI futures at $112 per barrel and Brent at $141, lifting South Korea’s Kospi by 2.7% while Japan’s bond yields hit multi‑decade highs. The CSI 300 slipped despite the broader uplift.
In this episode, host Michelle Martin breaks down Singapore's Budget 2026, highlighting Prime Minister Lawrence Wong's AI‑centric growth plan and its implications for local equities and AI‑infrastructure stocks. She then shifts focus to China, evaluating the prospects of EV leaders BYD and XPeng amid slowing global registrations and policy changes, and examines consumer‑driven giants Pop Mart and Guming Holdings as examples of identity‑based investing. The discussion weighs whether these Chinese firms are building sustainable global brands or merely capitalising on short‑term policy tailwinds, offering listeners a nuanced view of risk‑reward across the two markets.
The Indonesia Stock Exchange (IDX) is moving to demutualize, converting from a member‑owned body to a shareholder‑owned company. The reform separates ownership from trading rights, aiming to reduce conflicts of interest and improve governance, transparency, and market liquidity. Concurrently, the...
AirAsia founder Tony Fernandes announced that the airline’s branding unit is close to completing a Nasdaq backdoor listing, targeting a valuation of roughly US$1.5 billion. The merger with a US‑listed vehicle is expected to be announced within two months, with the...
Did Tencent’s New DBS and Tesla Tie-Ups Just Shift Tencent Holdings' Investment Narrative? ...deepened partnership with Tesla to embed WeChat-based services into in-car systems, moves show Tencent extending fintech and digital services reach.... https://t.co/6YRPhuqdKi
Sixth‑generation brothers Hironori and Takanori Aoki are battling Aeon and activist fund Oasis for control of the 157‑year‑old drug‑store chain Kusuri no Aoki Holdings. They have called an emergency meeting to adopt a poison‑pill that would dilute any shareholder acquiring...
The Straits Times Index broke the 5,000‑point barrier on Feb 12 as Finance Minister Lawrence Wong presented Budget 2026, confirming JPMorgan’s bullish target from last year. The milestone follows a series of equity‑market reforms, including a S$1.5 billion top‑up to the Financial Sector...
NYT: "While Washington’s export controls have slowed China’s chip development, they have added fuel to Beijing’s decade-long push to make strategic technologies like semiconductors and A.I. entirely at home." https://t.co/OcHRXob06N
1/2 AFP: "WTO chief Ngozi Okonjo-Iweala on Friday urged China to change its growth model, arguing that its soaring trade surplus risked sparking new trade barriers. “The $1.2 trillion trade surplus is not sustainable because the rest of the world cannot... https://t.co/fvOrE6LYBH
Casio (6952 JP) is entering a turnaround phase, now trading at a 1.0× enterprise‑value‑to‑sales multiple. The valuation suggests the market sees modest growth potential after recent operational improvements. Management has outlined cost‑cutting measures, new product launches in the G‑Shock line, and...
New post just published: on Casio (6952 JP) - New CEO Shin Takano has revamped the organization - Latest quarter timepieces revenues +34.5% YoY - EV/Sales of 1.0x https://t.co/iB9kX6Gzcb
The episode examines China’s financial sector—banks, brokers, and emerging digital intermediaries—as the engine behind the anticipated “great rotation” in the 2026 equity outlook. It explains how tightening yields and improving credit conditions are creating nuanced opportunities beyond a simple "buy...
The Nifty Can Crash to 19000 due to Global Macros - Prepare Now - Hindi ... https://t.co/gKdPPrx6C6 via @YouTube The video discussed the current market setup, IT sector view, which sectors are the weakest. Why we got here and where...
Such a long post for a simple point - IT is here to stay - I agree But if software revenue growth, especially in India, drops from 9% p/a to 3% p/a, earnings growth goes to zero, and we are paying...
The episode outlines the upcoming market closures across Asia for the Lunar New Year and the U.S. President’s Day, detailing each country's holiday schedule and the impact on trading calendars. It highlights a surge in U.S. customs bond insufficiencies, reaching...
1/4 SCMP: "Major provinces are budgeting for 2 to 3 per cent growth this year in general public operating revenue, broadly in line with last year but below broader economic growth targets, Fitch Ratings said in a research note." https://t.co/HwyAPw042O
China Deploys a ‘National Team’ of Investors to Keep AI Stock Boom in Check—Beijing’s group of state-linked funds tamps down market, fearing irrational speculation @kowsmann @ZyuelingSH https://t.co/3OudeHDvtd https://t.co/3OudeHDvtd
Infosys ADRs rebounded on Friday, jumping 4% to a intraday high of $14.77, while Wipro ADRs rose 2.2% to $2.33 despite a weakening Nasdaq and soft domestic IT trading. The broader U.S. market slipped, with the Nasdaq down 0.9% and...
1/5 According to Caixin, China’s aggregate financing grew slightly faster than expected in January, rising by RMB 7.22 trillion. This was 2.4% more than in January 2025 and 10.4% more than in January 2024. It is equal to 5.1% of annual...
Xinhua: "China's railway sector completed 46.3 billion yuan (about 6.67 billion U.S. dollars) in fixed-asset investment in January, up 5.5 percent year on year." https://t.co/g109GF2REm
Indian equities broke their recent rally as a broad technology sell‑off combined with mixed earnings commentary and profit‑taking pressured the benchmark indices. The IT sector led the decline, slipping sharply amid global chip‑maker weakness. Meanwhile, consumer‑focused stocks and a handful...
China EV Sales Drop for First Time Since February 2024—Chinese exports of EVs and hybrids rise 70% in 2025 as automakers shift their focus overseas @ivy_jiahuihuang https://t.co/PdiFmEGPXg https://t.co/PdiFmEGPXg
Fund managers are increasingly bullish on China as equity markets rebound, but they remain cautious until the government provides clearer policy direction. The recent rally has revived interest in a market once deemed “uninvestable,” prompting a reassessment of exposure levels....
The episode examines three key tech sector developments: Razorpay’s preparation for a $700 million-plus IPO, including its engagement with top investment banks; a sharp sell‑off in IT stocks that is spilling over into the realty market; and a surge in deep‑tech...
The Bombay Stock Exchange (BSE) has secured SEBI approval to roll out cash‑settled futures and options on its new Focused Midcap Index, which tracks the top 20 mid‑cap companies by free‑float market capitalisation. The contracts will be monthly, expiring on...
The Securities and Exchange Board of India (SEBI) has issued a consultation paper proposing a overhaul of ETF price‑band rules. It recommends moving the base‑price reference from T‑2 closing NAV to T‑1 data or recent indicative NAV, and introducing dynamic,...
Singapore’s port recorded a historic 3.22 billion gross tonnes of vessel arrivals and 44.66 million TEUs in 2025, marking 3.5% and 8.6% growth respectively over 2024. The hub remains second only to Shanghai, with Ningbo‑Zhoushan closing the gap, while contributing roughly 7%...
Bhatia Communications & Retail announced February 20 as the record date for its third interim dividend for FY 2025‑26, offering Rs 0.01 per equity share. The dividend is payable to shareholders holding shares before that date. The announcement follows a December‑quarter earnings beat,...
Morgan Stanley Investment Management is exploring a $500 million continuation fund focused on India, intending to transfer eight healthcare‑related assets, including Omega Hospitals and RG Scientific, into the new vehicle. The move signals the firm’s effort to provide existing investors an...
A wave of weakness hit India’s blue‑chip segment as the Sensex slumped nearly 1,048 points, pushing nine BSE 200 stocks to fresh 52‑week lows. Leading IT giants Wipro, L&T Technology Services, TCS and Infosys each fell between 14% and 19% over...
Engineers India Ltd (EIL) posted a net profit of Rs 302 crore for Q3 FY2025‑26, more than three times its profit a year earlier. The surge was driven by a dramatic rise in turnkey contract earnings, which jumped to Rs 273.68 crore from Rs 18.92 crore,...
Indian bond traders are pressing the government for buybacks as 10‑year yields climb despite a recent debt‑switch operation. The benchmark 10‑year yield rose to 6.6878%, up about five basis points after the Treasury swapped ₹755 billion of FY27 bonds for longer‑term...
The Securities and Exchange Board of India (SEBI) released a consultation paper proposing to relax the naming, tagging and reporting requirements for bank and demat accounts held by stockbrokers. The draft aligns primary dealers with the exemptions already granted to...
Indian markets closed sharply lower on Friday, with the Nifty slipping 1.3% to 25,471 and the Sensex dropping 1.25% to 82,627. The sell‑off was led by consumer, IT and energy stocks, as the Nifty IT index fell 1.4% amid heightened...
The PNGS Reva Diamond Limited is set to launch a fresh‑share IPO on Dalal Street valued at roughly ₹380 crore. The issue comprises 0.98 crore new shares priced between ₹367 and ₹386 each, with the bidding period running from February 24 to February 26,...
Senco Gold & Diamonds reported a 39% same‑store sales surge in Q3, driven primarily by a 65% rally in gold prices over the past year. Despite the topline boost, Q3 volumes slipped 3% YoY and nine‑month volumes fell 10%. EBITDA...
Ola Electric reported a narrower Q3 FY26 loss of Rs 487 crore versus Rs 564 crore a year earlier. Revenue from operations plunged 55% year‑on‑year to Rs 470 crore, driven by a steep decline in automotive sales. Unit deliveries fell to about 32,680, down from 84,029,...
The episode reviews China’s latest loan data released after market close, noting new yuan loans of CNY 4.71 trillion in January—significantly below the CNY 4.8 trillion forecast and far under expectations of around CNY 5 trillion. While total social financing surged to CNY...
India’s rupee ended Friday essentially unchanged, closing at 90.6350 per dollar, a slight dip from the prior session. The currency faced pressure from weak domestic equities, elevated interbank dollar demand, and maturing non‑deliverable forward contracts, while the Reserve Bank of...
Indian benchmarks tumbled on Friday, with the Sensex shedding 1,048 points and the Nifty slipping below the 25,500 mark. A broad sell‑off was led by the IT index, which fell more than 5% as investors fretted over AI‑driven disruption and...
The Vietnamese dollar rose 0.5% on the black market to VND 26,547 per U.S. dollar, while the official Vietcombank rate stayed at VND 26,160. The State Bank of Vietnam trimmed its reference rate marginally to VND 25,049. Globally, the greenback is set for...
Singapore's 2026 budget introduces a Cost‑of‑Living Special Payment, granting eligible adults up to S$400 cash and providing every household with S$500 in Community Development Council vouchers. The cash payout targets citizens earning up to S$100,000 and owning no more than...
Lum Chang Creations (LCC) received in‑principal approval from the Singapore Exchange to move its listing from the Catalist market to the mainboard. The approval follows a strong first‑half performance, with net profit soaring 104% to S$11 million. LCC, a spin‑off of...
Patriot Resources, an ASX‑listed junior, has assembled a global copper‑silver portfolio aimed at capitalising on the AI‑driven data‑centre boom. The company recently secured the high‑grade Tassa silver‑gold project in Peru for $500,000 and is advancing drilling that has returned multiple...
Thailand’s Minor International is weighing a Hong Kong IPO for its Minor Food restaurant unit, which could raise more than US$400 million as early as this year. The unit runs 2,699 outlets in 24 countries under 80 brands, including Burger King...
In this episode, Michelle Martin and co‑host Ryan Huang dissect the ripple effects of Algorhythm Holdings' new SemiCab logistics platform, labeling it an "AI scare trade" that is unsettling trucking and real‑estate service stocks. They then shift focus to Singapore’s...
Tech, AI-related selling in US having early impact on Japan -1.6% and S Korea -0.7% stock markets. Both coming off record highs. Spore was also at record high yesterday. Some negative headlines.
1/2 Reuters: "Chinese state-owned companies are buying foreclosed property projects, in a sign that long-promised government efforts to reduce massive oversupply in the crisis-hit housing sector are finally getting traction, albeit at a slow pace." https://t.co/Nk0gtgJVgr
Our story on PE giants like Blackstone, KKR, EQT's attempt to tap Japan's wealthy retail investors for funds as institutional money wanes. Most see Japan as the largest private wealth opportunity outside of the US, but the market comes with...
Shares of Tata Consultancy Services are seeing their worst drop since the GFC nearly 20 years ago. Share prices -40% from the peak https://t.co/L98zqUFch3
The Mazda Malaysia January numbers were lower MoM but Bermaz Auto was still up on the news https://t.co/gI8pN0xr11
