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.
Iran Tensions, Crude Oil Surge Keep Dalal Street on Edge
Rising crude‑oil prices and heightened Iran‑U.S. tensions pushed Indian equities lower on Monday. The BSE Sensex fell about 120 points (‑0.16%) to 73,199 and the NSE Nifty slipped 13 points (‑0.06%) to 22,700. Brent crude rose to $109.78 per barrel and WTI to $111.52, while foreign institutional investors sold roughly $1.2 billion of Indian stocks, extending a 23‑day net‑selling streak with short positions near 83%. Domestic investors bought about $870 million, and the upcoming RBI monetary‑policy meeting adds further uncertainty.
Stock Market Today: Gift Nifty Down; US-Iran War, Oil, Gold, Silver Rates — Seven Stocks to Buy or Sell on...
Indian equities experienced sharp swings, with the Sensex dropping 2.22% and the Nifty 2.14% at the close of FY26. The new FY27 opened higher, gaining about 1.6% on banking, IT and auto stocks, but slipped again after renewed US‑Iran tension....
China’s A‑share Rally Hits Record Turnover of 3.6 Trillion Yuan ($500 Bn)
China’s three main A‑share indices closed higher on Tuesday, with the Shanghai Composite up 1.09%, the Shenzhen Component up 1.75% and the ChiNext up 1.82%. Total market turnover surged past 3.6 trillion yuan (about $500 billion), a new single‑day record, highlighting fresh...
Tokyo Equities on Edge as Iran Tensions Cloud Outlook
Tokyo’s Nikkei 225 slipped 0.47% to 53,123.49 on April 3, reflecting heightened sensitivity to Iran‑related geopolitical risk. A U.S. deadline for Iran to reopen the Strait of Hormuz and President Trump’s frustrated social‑media remarks have kept markets on edge. Traders anticipate...
Indian Bank Stocks’ $95 Billion Rout May Deepen, Analysts Say
Indian bank shares have plunged about $95 billion after the Reserve Bank of India tightened rupee‑trading rules and energy costs surged. The sell‑off intensified as the RBI’s new foreign‑exchange curbs limit banks’ ability to hedge currency exposure. Higher oil and gas...
Weak Yen, AI Capex Drive Japan Stock Upside
Macro: governance reform, weak yen, AI-capex support Japan equities. Key: buybacks, rising margins, supply-chain leverage. Risks: demand weakness, policy shifts. Trade: buy exporters on dips. —Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Foreign Buyers Net 252.9bn Won, Lifting Samsung, SK Hynix as KOSPI Gains 2.9%
Foreign investors snapped up 252.9 billion won ($190 million) of Korean equities, pushing the KOSPI to 5,384.90 – a 2.88% rise – and sending Samsung Electronics up 4.04% and SK Hynix up 5.90%. The inflow marks the first net‑buying streak for foreigners...
RBI Expected to Hold Repo Rate at 5.25% as West Asia Conflict Fuels Inflation Risks
SBI Research predicts the Reserve Bank of India will leave its benchmark repo rate unchanged at 5.25% during the April 6‑8 MPC meeting. The outlook reflects heightened uncertainty from the West Asia war, soaring oil prices and rising imported inflation...
Chinese Stocks Plunge Over 6% in March, Sharpest Two‑Year Decline Amid Iran‑Israel Conflict
China’s Shanghai Composite, Shenzhen Component and ChiNext indices fell more than 6% in March, marking the sharpest two‑year decline. The sell‑off was driven by heightened geopolitical tension from the Iran‑Israel war and soaring oil prices, prompting investors to cut exposure...
Watch These Two Metrics to Spot Nifty Bottom
In Today’s ‘Kya Lagta Hai’ sent exclusively to our smallcase and PMS subscribers we discuss the two most essential metrics to watch for our Nifty bottom. https://t.co/6ctAbLsdeY
Nikkei Gains 1.4% and Kospi Jumps 2.7% as Wall Street Rebounds, Iran War Outlook Improves
Japan's Nikkei 225 climbed 1.4% and South Korea's Kospi surged 2.7% after the S&P 500 erased a prior loss and closed modestly higher. The rally was driven by easing oil prices and fresh hopes that Iran will negotiate a traffic...
Tata Steel Hit with $212 Million Excess‑Mining Demand as Share Price Slides
Tata Steel has been served a Rs 1,755 crore (about $212 million) demand notice for alleged over‑mining in Jharkhand. The steelmaker plans to appeal the order as its shares tumble amid broader market weakness, highlighting regulatory risk for India's heavy‑industry sector.
ASX 200 Slides 1% to 8,579 as Trump’s Iran Threat Spurs Oil Surge and Risk‑Off Sell‑Off
The S&P/ASX 200 closed down 92.3 points, or 1.06%, at 8,579.5 on Thursday, erasing Wednesday’s gains after President Donald Trump warned of “very hard” strikes on Iran. Brent crude jumped about 5‑6% to $107 a barrel, driving a broad market...
Stocks to Buy or Sell: Ajit Mishra of Religare Broking Suggests Strategies for 3 Shares
The Indian equity market experienced heightened volatility on April 2, with the Nifty 50 dipping to an intraday low of 22,182.55 before closing modestly higher at 22,713.10. A sharp rise in crude‑oil prices and geopolitical tension in the Strait of...
Mideast Uncertainty Keeps Pressure on Equities
Asian equities stayed under pressure as the Middle East conflict dampened optimism, though the Thai SET index nudged up 0.5% to 1,454 points, supported by net buying of roughly $126 million from brokerages. Oil price fears linger, with European policymakers warning...
Financial Services Roundup: Market Talk
Malaysian equities may experience a two‑quarter dip as geopolitical tensions, a weakening ringgit and delayed Federal Reserve rate cuts compress interest‑rate spreads, according to Hong Leong Investment Bank analysts. Despite this, earnings for the Kuala Lumpur Composite Index (KLCI) remain largely...
Vietnam’s VN‑Index Surpasses 1,700 Points, Posts 1.7% Gain Amid Regional Volatility
The VN‑Index on Ho Chi Minh City’s exchange closed at 1,702.93, up 28.44 points (1.7%) for a second straight day, breaking the 1,700‑point barrier. Gains were driven by strong performance from Vingroup‑related stocks and a surge in market liquidity to...
Indian Sensex Gains 1,800 Points as IT and Banking Stocks Lead Rally
The BSE Sensex surged by 1,800 points and the NSE Nifty crossed the 22,700 mark, driven by strong buying in information‑technology and banking stocks. The rebound followed an earlier sell‑off triggered by geopolitical concerns and was amplified by short covering...
Asian Stocks Rally 1.4%–2.7% as US Gains and Iran De‑Escalation Hopes Lift Markets
Japan's Nikkei 225 rose 1.4% and South Korea's Kospi surged 2.7% after the S&P 500 rebounded, spurring a broader Asian equity rally. Traders cited fresh diplomatic signals between Iran and Oman on Hormuz traffic and a softer dollar as the...
F&O Talk: Is Rebound From Thursday's Low a Sign of Reversal or a Bull Trap? Sudeep Shah's Take on Market...
Indian equity markets recovered on Thursday, with the Nifty climbing 530 points from its intraday low to finish at 22,713.10 and the Sensex gaining 185 points. Technical analyst Sudeep Shah highlighted a pattern of short‑term pull‑backs followed by sharp rebounds,...
Asia-Pacific Markets Mostly Rise in Easter Trade on Hopes for Hormuz Reopening
Asia-Pacific equity markets rose on Friday as hopes grew that Iran and Oman’s draft protocol could reopen the Strait of Hormuz for oil shipments. The prospect lifted crude prices, with U.S. WTI futures climbing to $112 per barrel and Brent...
14 Nifty Midcap Stocks Plunge up to 50% From 52-Week Highs
Intense volatility in Indian equities has pushed the Nifty down about 14% from its 52‑week high, while the Nifty Midcap 150 slipped nearly 13% from its peak. Fourteen mid‑cap stocks, including Godfrey Phillips India and KPIT Technologies, have lost between...
India's Markets Crash Wipes Out $126 Bn of Investor Wealth
Indian stocks slumped more than 2% on April 2, with the Sensex and Nifty each losing over 2% and total market capitalisation shedding about ₹10.45 lakh crore (≈$126 bn). The plunge was driven by heightened West‑Asia tensions, a record foreign‑institutional outflow and soaring oil...
Australian ASX Extends Three-Day Rally to 8,707, Eyes 2% Weekly Gain
Australian shares jumped 36 points (0.4%) to 8,707 in early Thursday trade, extending a three‑session rally fueled by U.S. market strength and optimism over a de‑escalation of the Middle East conflict. The rally lifted the ASX 200 about 2% for...
Nomura Cuts India Rating to Neutral, Urges Shift to Korea and China Amid Oil Spike
Nomura has downgraded Indian equities to Neutral from Overweight, warning that soaring energy costs, AI lag and a slowdown in domestic inflows could pressure valuations. The broker also flagged $61.2 bn of foreign outflows and suggested investors re‑allocate to Korean equities,...
Malaysian Billionaire Jeffrey Cheah Urges IJM’s Shareholders to Assess Sunway’s $2.7B Takeover Bid Objectively
Sunway Group, led by billionaire Jeffrey Cheah, has lodged a RM11 billion (≈US$2.7 billion) cash‑and‑share offer to acquire builder IJM. The proposal values each IJM share at RM3.15 (≈US$0.68), with 10% paid in cash and the remainder in newly issued Sunway shares. So...
Extremely Hard Indeed
Asian equity markets slumped after President Trump’s hard‑line remarks on Iran, with the Korean market leading losses while India posted a modest gain. Mainland Chinese investors poured roughly $1.1 billion into the Hong Kong Tracker ETF via Southbound Stock Connect, bringing...
KOSPI -4.47% / KOSDAQ -5.36%: Institutional Deleveraging
Korean equity indices slumped on April 2, with the KOSPI falling 4.47% to 5,234.05 and the KOSDAQ dropping 5.36% to 1,056.34 as institutional investors rapidly deleveraged. The sell‑off was sparked by a Trump‑linked spike in WTI crude to $106.5, which...
Stock Market Highlights 2 April 2026: Sensex Ends 185 Pts Higher at 73,319, Nifty Regains 22,700 After Strong Rupee Rally
India's benchmark indices rebounded on April 2, with the BSE Sensex climbing 185 points to 73,319.55 and the NSE Nifty crossing the 22,700 mark at 22,713.10. The rally was anchored by strong buying in IT and banking stocks and a...
Sensex Rebounds 1,800 Points From Day's Low— Key Highlights From Indian Stock Market Today
India’s benchmark Sensex closed at 73,319.55, climbing 0.25% and rebounding 1,774 points from its intraday low, while the Nifty 50 added 0.15% to finish at 22,713.10. The rally was led by banking and IT heavyweights such as HDFC Bank, Infosys, and TCS,...
Trump’s Iran Threat Sends Oil 5% Higher, Triggers Sharp Drop in Asian Stock Markets
Donald Trump warned of intensified attacks on Iran, pushing Brent crude up 4.9% to $106.16 a barrel and U.S. crude 4% to $104.15. The rhetoric sparked a coordinated sell‑off across Asian equity indices, highlighting the market’s sensitivity to geopolitical risk.
FTSE Bursa Malaysia Crashes over 1% Amid Announcement of Work From Home for Malaysian Civil Servants
The FTSE Bursa Malaysia KLCI dropped 1.17% to 1,688.89 after the government announced a work‑from‑home mandate for civil servants starting April 15. Prime Minister Anwar Ibrahim said the policy aims to cut fuel consumption amid soaring energy costs, with Malaysia spending...
Nifty Poised for Steep Crash, FIIs Dump Billions
Nifty already down 13% from ATH. At this rate just 1% daily fall = Nifty to 18,000 in 20 days and 10,000 by June. FIIs sold ₹1.11 lakh cr in March alone — another ₹5 lakh cr by Diwali =...
Nexchip Seeks Hong Kong IPO to Boost Chip Output
China’s No 3 foundry Nexchip files for Hong Kong listing to scale output Wave of Chinese tech listings builds in Hong Kong as semiconductor groups plan expansion to meet domestic demand... https://t.co/rcA6r9CkE2 via @scmpnews
Stocks to Watch: ST Engineering, Nio, Yangzijiang Shipbuilding, China Everbright Water
Singapore’s ST Engineering secured a six‑year, roughly $444 million marine subcontract from Abu Dhabi Ship Building to supply platform systems for eight missile‑gun boats for the Kuwait Navy, lifting its shares 2.7 % to S$11.10. Chinese EV maker Nio reported a 136 %...
Asian Equities Rally on Middle East De‑escalation as Hang Seng Jumps 2% and CSI 300 Climbs 1.7%
Investors poured into Asian equities on Wednesday after US President Donald Trump said the Iran‑Israel war could end within weeks. The Hang Seng Index rose 2% to 25,294 points, while mainland China’s CSI 300 gained 1.7%, marking the strongest single‑day...
Vodafone Idea, Ola Electric, YES Bank, HDFC Bank— These Are Among the Most Traded Stocks on NSE Today
Indian equities saw robust buying on April 1, with the Sensex and Nifty 50 each climbing roughly 3% and mid‑ and small‑cap indices up to 4%. Vodafone Idea, Ola Electric, YES Bank and HDFC Bank led volume, ranking among the most traded...
Buy Selective Dip as AI Memory Demand Rebounds
KOSPI rebound lifts Samsung +10% & SK Hynix +9.5% after March selloff. Key: AI-driven memory demand swings; risk: OpenAI cuts pricing. Trade insight: Buy selective dip for mean reversion. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Samsung’s Best Day Since 2001 Drives Rebound in Korean Stocks
South Korean equities rallied sharply on April 1, with the Kospi Index closing 8.4% higher, propelled by a 13% surge in Samsung Electronics – its biggest single‑day gain since December 2001. Chipmaker SK Hynix added nearly 11%, while the small‑cap...
Middle East Conflict Triggers 4% KOSPI Drop and 2% Nikkei Slide, Erasing 2026 Gains
Rising oil prices and heightened US‑Iran tensions caused South Korea’s KOSPI to plunge 4.3% and Japan’s Nikkei to tumble more than 2% on March 31, wiping out the region’s 2026 rally. The sell‑off spread to the MSCI Asia Pacific index,...
PETER’S ASIAN BUSINESS & FINANCE BRIEFING – Wednesday 1 April 2026, 06:00 Hong Kong
The United States signaled a willingness to end its military campaign against Iran, even if the Strait of Hormuz remains closed, prompting a brief rally in equities and continued oil volatility. Brent crude surged to $118 per barrel, marking the...
Nifty50 Remains Bearish; Await Reclaim Before Longs
Nifty50 still in a clear bearish structure with consecutive lower highs and lower lows...Price is now interacting with the 22.2k..22.3k zone, but there’s no confirmed support yet. Intraday breach shows lack of demand at this level. >> Until we see acceptance...
Market Trading Guide: Buy DMart & IPCA Laboratories on Wednesday for Short-Term Gains up to 14%. Here’s Why
The Nifty index slipped toward its swing low after a 5% FY decline, with technical analysts spotting bullish reversal signals near the 22,200 level. They recommend buying IPCA Laboratories at about ₹1,602 (~$19) targeting ₹1,826 (~$22) for a 14% upside,...
Luye Pharma Posts 4.1% Revenue Rise to $883M, Earnings Jump 31% to $87M
Luye Pharma Group Ltd announced full‑year revenue of RMB6.308 bn ($883 m), a 4.1% rise from the prior year, and net earnings of RMB618.75 m ($86.6 m), up 31%. The results highlight robust domestic demand for its generic and specialty drugs amid a recovering...
India’s NSE and BSE Halt Trading for Mahavir Jayanti, Markets Pause Amid Global Cues
India’s two primary exchanges, the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE), stopped trading on March 31 for the Mahavir Jayanti holiday. The shutdown coincided with mixed performance across Asian equity markets and crude oil prices holding above...
Mixed Inflation Trends Worldwide; India Trims Deficit, Growth Accelerates
🌍 Global News Update: ⦿ US 10-year Treasury yield fell to 4.32% for second session, as Powell noted long-term inflation expectations appear in check. ⦿ RBA minutes: Oil near USD 100/barrel could raise headline CPI to 5% in June quarter, with inflation...
Iran Oil Crisis Fuels BYD’s Overseas EV Surge
BYD hails windfall as Iran oil crisis supercharges Chinese EV outlook Wang Chuanfu predicts 'another level' of overseas sales, lifting goal by 15%: sources Suddenly, fears of "overcapacity" see very very out of touch with reality... https://t.co/of19SiqP3d via @NikkeiAsia
KOSPI Slides Into MOAB Crash Mode, Down 4.3%
Dr. KOSPI down another -4.3% and moving into #MOAB Crash Mode (-19.8% from Cycle Peak) https://t.co/nYUnVFszn9
Nikkei Slides 13% in a Month, Signaling Slowdown
JAPAN: nice job getting out of this market with the Nikkei down -13.2% in the last month = #Quad3 Slowing https://t.co/ckYlpWSopM
FPIs Smash Record with ₹111,000 Cr March Sell
FPIs sell a record 111,000 cr. in March 2026. That's the highest ever in a single month, eclipsing the Oct 2024 94,000 cr. or so then. https://t.co/FOfZQAttkq