Know What's Happening in Asia Stocks
Know What's Happening in Asia Stocks
Hormuz hopes lift Asia‑Pacific equities as oil prices surge
Asia‑Pacific markets rallied on Friday as optimism grew that Iran and Oman’s draft protocol could reopen the Strait of Hormuz for oil shipments. Crude prices rose, with U.S. WTI at $112 per barrel and Brent at $141, prompting South Korea’s Kospi to jump 2.7% while Japan’s bond yields hit multi‑decade highs and China’s CSI 300 slipped.
Taiwan’s benchmark Taiex index closed 1.96% higher at 32,404 points, gaining over 600 points after a late‑week U.S. market rally. The surge was led by AI‑related chips and electronics firms, with MediaTek up 7% and Winbond jumping 10%, while TSMC added nearly 2%. Despite the rally, trading volume slipped to NT$630.88 billion, below the recent five‑day average. Analysts advise keeping about 30% of portfolios in cash ahead of the Lunar New Year holiday.
India’s household financial portfolio is shifting away from traditional safe assets toward equities and managed funds. Between March 2021 and March 2025, bank deposits fell from roughly 47.5% to 43.5% of total financial assets, while mutual‑fund and pension holdings rose...
China’s leading hog breeder Muyuan Foods raised roughly HKD 10.7 billion (US$1.4 billion) in its Hong Kong H‑share offering, pricing at HKD 39 per share. The IPO was heavily subscribed, with domestic demand 5.88 times and the international tranche 8.62 times, and attracted...
The episode breaks down the ASEAN Inc. portfolio—a $1 million, equally weighted allocation across seven U.S.-listed ETFs covering Indonesia, Malaysia, the Philippines, Singapore, Thailand, Vietnam, and a regional ASEAN‑40 fund—and shows it delivered a 21.3% annualized total return through February 2026, beating...
The episode examines the resurgence of Singapore REITs (S-REITs), highlighted by the iEdge S-REIT Leaders Index posting a 16.3% gain in 2025—the strongest performance since 2019. Host Michelle Martin and REIT specialist Kenny Loh discuss which property sectors are leading...
Carabao Energy Drink (CBG TB) is being touted as Thailand’s equivalent to Monster Beverage, trading at roughly 12 times forward earnings. The forward P/E of 12× is well below the global energy‑drink peer average, indicating a potential valuation discount. Carabao commands about...
Japan's average monthly household spending rose 0.9% year‑on‑year in 2025, marking the first increase after three consecutive years of decline. The gain was driven by higher outlays on education, entertainment and automobiles, while food expenses fell 1.2% as consumers curtailed...
The episode revisits Panda Perspectives' May 2025 deep‑dive on Chinese property developers, evaluating how its thesis—that state‑owned enterprises (SOEs) would outpace privately owned developers (POEs) across balance sheets, funding, land banks, margins, and market share—has held up after nine months. The...
Toyota announced a 43% drop in quarterly profit and named its CFO, Kenta Kon, as the new chief executive and president effective April. Kon, a veteran with expertise in automated driving, will replace Koji Sato, who will stay on as...
Sony raised its FY2025‑26 profit forecast to 1.13 trillion yen, citing a weaker yen and offsetting a slowdown in PlayStation sales. Operating profit is projected to grow 20.6% with revenues reaching 12.3 trillion yen. Despite a 16% decline in PS5 sales and...
China remains the world’s largest electric‑vehicle market, with millions of EVs on its streets daily. The ecosystem features a dense mix of legacy manufacturers like BYD and tech entrants such as Xiaomi and Huawei, each launching high‑performance or software‑centric models....
In this episode LoRosha analyzes the February 4 Asian market session, highlighting a 1.57% rise in the KOSPI driven by Samsung Electronics breaking the 169,000 KRW mark and reaching a $720 billion market cap. He argues that despite heavy foreign net...
Asian equity markets slumped after President‑Trump‑appointed Fed nominee Kevin Warsh signaled hawkish policy, prompting a broad risk‑off that also lifted the U.S. dollar. Meanwhile, the renminbi hit a 52‑week high at 6.94 per dollar even as commodity futures and semiconductor...
In this episode, host Michelle Martin and guest Simon Ree, founder of Tao of Trading, dissect a volatile market landscape where gold and silver have sharply retreated after a steep rally, and Microsoft’s stock fell despite strong earnings, raising concerns...
The episode examines China’s fixed asset investment (FAI) slump in 2025 and the government’s new policy push in January 2026 to shift spending from traditional construction toward smarter factories and digital infrastructure. It argues that this pivot could turn FAI...
The Hong Kong Stock Exchange processed 474 IPO applications in January 2026, with 415 still under review and only 19 having reached listing status. No applications were rejected or returned, reflecting a streamlined review under the Enhanced Application Timeframe, which...
𝗙𝗜𝗜 / 𝗗𝗜𝗜 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆: 27th January ✔️#FIIs sold worth ₹3,068 cr and #DIIs bought of ₹9,000 cr in cash market. ✔️FIIs sold worth ₹784 cr in Index Options and sold Futures of ₹2,998 cr. 📊𝐓𝐨𝐭𝐚𝐥 𝐏𝐮𝐭𝐬: 16.95 cr 📊𝐓𝐨𝐭𝐚𝐥 𝐂𝐚𝐥𝐥𝐬: 20.19...
The episode surveys the volatile Asian macro landscape, highlighting Trump‑triggered tariff threats to South Korea, shifting US immigration policy, and Xi’s military purge, while noting strong performances in emerging‑market currencies like the ringgit and Singapore dollar. It reviews the earnings...
The episode reviews the latest China market dynamics, highlighting a split performance where Shenzhen‑focused growth stocks outperformed while Shanghai mega‑caps and state‑heavy sectors lagged. Offshore Hong Kong showed modest gains with defensive sectors leading, and regional momentum was driven by...
E Ink remains the unrivaled supplier of e‑paper displays, controlling virtually the entire global market. The company trades at a lofty 16× price‑to‑earnings multiple, reflecting investor optimism despite modest growth. A breakthrough colour‑display technology is poised to expand its addressable...
In this episode the hosts dissect the recent breach of the 7.00 RMB per USD threshold, a move they had forecast despite official resistance. They revisit their earlier stance against a "balance‑sheet recession" narrative, argue that the fundamentals still support further...
The episode examines whether the AI trade is resurging, focusing on the surge in semiconductor stocks and banks benefiting from AI‑related demand. It analyzes TSMC’s record earnings and what they reveal about the durability of AI‑driven chip supply chains, while...
The episode examines President Trump's proposal to impose a temporary 10% cap on credit‑card interest rates, exploring the arguments from big banks that such a limit could restrict credit availability and disproportionately affect vulnerable borrowers. It also touches on soaring...
The U.S. dollar is in a consolidating phase, hovering around JPY158.6 after a brief push toward JPY159.5, as Japanese authorities intensify verbal warnings of possible market intervention. In North America, traders await U.S. PPI, retail sales data and comments from...
In this episode, Michelle Martin and Ryan Huang dissect the paradox of strong earnings reports—JPMorgan Chase’s higher revenue but lower profit and Delta Air Lines’ premium‑travel‑driven profit surge—yet both stocks fell as market expectations outpaced results. They also examine notable...
