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.
Sensex Today | Nifty 50 | Stock Market Live Updates: GIFT Nifty Signals a Positive Start; Asian Shares Trade Mixed
India’s equity markets opened on a positive note on Monday, with the GIFT Nifty jumping 0.73% to 25,753.50, signaling a gap‑up for the domestic session. The Nifty 50 climbed 116.90 points to 25,571.25 and the Sensex added 316.57 points, while the India VIX rose 6.7% to 14.36, reflecting heightened volatility. Clean Max Enviro Energy Solutions announced a ₹3,100 crore IPO, reducing the promoter’s stake to 49%, and the U.S. Supreme Court’s tariff ruling lifted the dollar amid mixed global cues. Overall, broad‑based buying offset weakness in IT stocks, keeping the market in green territory.
China Weekly Wrap: Markets, Macro & Tech
The episode reviews the Asian market landscape during the week of Feb 15‑20, 2026, highlighting that Mainland China’s Lunar New Year closure shifted price discovery offshore, with earnings-driven rotation favoring North Asian hardware stocks. Korea led the earnings surge thanks...
Mixed Q4 Earnings Split Sentiment; Banks Key for Outlook
Minggu ini investors will be swamped with Q4 2025 earnings syarikat Bursa. Sehingga ini hanya 8 syarikat besar (>RM10b mkt cap) yg umum, due to CNY. •CDB - Below Estimate. Stock Down •Maxis - Above. Up •99 SM - Within....
SPNEC ‘Re-IPO’ Eyed by 2027
SP New Energy Corp (SPNEC) plans a re‑IPO by 2027 after merging its assets with Meralco’s renewable arm MGreen. The move follows the successful energisation of the MTerra Solar project, a 3,500‑MW solar farm paired with a 4,500‑MWh battery system....
US Supreme Court Ruling on Tariffs: Why Emkay Sees India as Beneficiary Amid Trump's Flip-Flops
The U.S. Supreme Court nullified President Trump’s reciprocal tariffs imposed under the International Emergency Economic Powers Act, prompting the administration to replace them with a blanket 15% tariff under Section 122. This shift lowers the average U.S. tariff rate to about...
Indonesia Faces Record Share Sales to Meet Free-Float Goal
Indonesia must orchestrate a record‑size share sale to lift the free‑float of 267 listed firms to at least 15%, up from the current 7.5% floor. The Indonesia Stock Exchange estimates the required issuance will total about 187 trillion rupiah (approximately S$14 billion),...
How to Trade Newgen and Netweb Shares This Week? Anand James Shares His Playbook
Newgen Software and Netweb Technologies posted strong weekly gains, rising 16% and 17% respectively, placing them among the top performers in the Nifty 500. Both stocks saw delivery volumes spike dramatically—Newgen’s volume up nearly nine‑fold and Netweb’s three‑fold versus their...
Hour Glass Valued at 9.4x P/E Amid Watch Market Rebound
New post just published: on Singapore-listed watch retailer The Hour Glass (HG SP). Swiss watch exports to Switzerland are now growing again, and second-hand market Rolex prices are rising in an almost upwards line. It trades at 9.4x P/E on...
The Hour Glass (HG SP)
The Hour Glass (HG SP), Singapore’s premier luxury watch retailer, posted a robust fourth‑quarter 2025 earnings report, highlighting a 12% year‑over‑year revenue increase. The company expanded its physical footprint with three new stores in key Southeast Asian markets while digital...
Week Ahead: Does the Dollar Still Have Legs After the Tariff Ruling?
The U.S. Supreme Court invalidated President Trump's emergency authority to impose broad tariffs, prompting a modest sell‑off in the dollar despite its recent resilience. Dollar Index fell to just above 97.5, yet key technical levels held, while the euro recovered...
Buy or Sell: Sumeet Bagadia Recommends Three Stocks to Buy on Monday — 23 February 2026
Sumeet Bagadia of Choice Broking forecasts the Indian market to trade sideways to modest gains, keeping the Nifty 50 within a 25,400‑25,900 band until a breakout above 25,888 triggers a stronger uptrend. He notes that Bank Nifty remains firmly above...
FIIs Turn Buyers in February with Rs 16,912 Crore Worth of Equity Inflows. Is This a Sign of Trend Reversal?
Foreign institutional investors turned net buyers in February 2026, channeling roughly Rs 16,912 crore into Indian equities. This marks a sharp reversal from January’s Rs 35,962 crore outflows and a year‑to‑date net outflow of Rs 19,050 crore. The buying was uneven across sectors, with IT stocks...
Sweeping Tariffs Gone but Trump's 10% Global Tariffs On. What to Expect From Markets on Monday?
The U.S. Supreme Court struck down President Trump’s sweeping Section 232 tariffs, removing the 18% duty on many Indian exports. Hours later Trump announced a 10% global tariff on all imports, effective immediately. Indian exporters in gems, textiles, pharma and auto...
British Chamber Welcomes Easing of Interest Rates
The Bangko Sentral ng Pilipinas trimmed its policy rate by 25 basis points to 4.25%, marking a cumulative 225‑basis‑point reduction since August 2024. The British Chamber of Commerce Philippines welcomed the move, arguing it will help revive economic growth and...
F&O Talk | What the Current Long-Short Ratio Tells About FII Positioning? Sudeep Shah on Ola, Newgen, 4 More Top...
India’s equity markets closed higher on Feb 21, with the Nifty up 0.46% to 25,571 and the Sensex up 0.38% to 82,815. Analyst Sudeep Shah sees the Nifty trapped in a tight 512‑point range, likely to trade sideways but could open...
Prioritize Understanding Over Constant Market Openings
We should stop asking for stock markets to be open for every economic announcement so that traders can hedge their risks. Imagine if our market was open when these new tariffs were announced and old ones scapped- 12 hours later people...
China’s Growth Needs Domestic Consumption, Not Exports
China’s economy has held up remarkably well against shocks like U.S. tariffs but continued resilience will need consumption to drive growth, rather than external demand, according to a report by the International Monetary Fund. @Tracyyyqu https://t.co/7pUUCZaEr2
Philippine Banks Deliver Another Banner Year
Philippine banks posted a record P403.1 billion net profit in 2025, up 3% year‑over‑year and the highest since 2008. Strong net interest income, which jumped 11% to P1.15 trillion, and a 10% rise in non‑interest income drove the earnings surge, despite a...
Post-Poll Upswing Continues on SET
Thai shares rallied toward the 1,500‑point psychological barrier, driven by a catch‑up valuation buying pattern and strong dividend announcements. The SET index’s price‑earnings multiple sits about 33 % below the MSCI All‑Country World Index, widening the gap between blue‑chip and mid‑cap...
Trade Wins Spark Brief Nifty Surge, Not Sustained Gains
When Trade Deal Announced. Nifty jumped 1100-1200 points📈 and within few minutes 500-600 points gone. And within 1 week almost down to the previous level.. So, don't be so excited after this US Supreme Court Decision. 📊 Gift Nifty only...
SCOTUS Overturns Trump Tariffs, Global Markets Surge
Trump Tariffs (most of them, not all) struck down by SCOTUS. Immediate reaction on stocks: •US higher (Mag7 up led by GOOGL +4%). •Europe higher: London, Paris, Amsterdam at ATH. •Asia likely positive, but on the contrary the front loadings...
AREIT Delivers Strong Profit Growth in 2025
AREIT Inc. posted a net income of P9.4 billion in 2025, up 28% year‑over‑year, while revenue rose 26% to P13 billion. The growth was driven by income from recent acquisitions in Cebu, Davao and Cagayan de Oro, adding to stable earnings from its existing...
Investors Returned to Gold ETFs in 2nd Week After Booking Profits in 1st Week
Gold exchange‑traded funds saw a sharp $3.87 billion outflow in the week ending Feb 6, before a modest $2.34 billion inflow the following week, leaving assets under management at $664.2 billion. The swing reflects investors reacting to the Fed‑chair nominee Kevin Warsh’s hawkish stance...
Markets Cheer ₹80,000-Crore Divestment Target
The Indian government has set an ₹80,000‑crore dis‑investment target for the next fiscal, sparking a rally in public‑sector undertaking (PSU) stocks and lifting equity markets. The plan combines strategic stake sales and asset monetisation to generate fiscal inflows while unlocking...
Broker’s Call: Timken India (Accumulate)
Timken India reported a 14% YoY rise in Q3‑FY26 revenue to ₹764.3 crore, driven by strong performance across all segments. The Process segment led growth, jumping 24% YoY to ₹167 crore despite temporary cost pressures from the Bharuch plant ramp‑up. The broker...
Broker’s Call: Aadhar Housing (Buy)
Broker Badri Narayanan rates Aadhar Housing a Buy, setting a target price of ₹650 versus the current ₹479.40. The firm projects a 20‑22% medium‑term AUM growth, aiming for a ₹50,000 crore portfolio within three years. A dual‑market model—urban “A” markets for...
Protecting Domestic EVs Requires Tariffs or Local Content Rules
Very good Rhodium piece on the cost advantage of Chinese EVs: “In practice, countries seeking to protect domestic industries have two broad options. One is to impose very high tariffs that account not only for subsidies but also for structural...
Rising VIX with Nifty Fuels Call Momentum, Not Trap
VIX at 14.4, up 7%. Not panic… but volatility is waking up. Now it’s simple. >> If Nifty pushes into the liquidity zone and sustains, while VIX stays firm or rises… that’s real fuel. Calls can expand properly. >> But if price goes...
Samsung Electronics, KT Hit Record 6G Speeds in 7GHz Band
Samsung Electronics, Korean carrier KT and test‑equipment firm Keysight reported a record 3 Gbps downlink in the 7 GHz band, a core frequency earmarked for 6G. The speed was achieved using a prototype base station with massive MIMO architecture that transmitted eight...
15% Margin Add‑On Hits 18 High‑Concentration F&O Stocks
Exchange levies 15% add-on exposure margin on 18 high concentration F&O names from Feb 25 (announced yesterday) Stocks that might see some pressure due to increased margins - ABCAP, ARBP, BANDHAN, CCRI, CROMPTON, GNP, IDEA, JSW, LICHF, NBCC, NMDC, PATANJALI, RBL...
Korean Stocks Nearing March with Almost No Down Days
It's almost March and Korean stocks have barely had any down days all year, lol. Crazy https://t.co/5E1xp4S5XL
The Dating Game: Why a CapitaLand-Mapletree Merger Could Turn Into a Marriage of Inconvenience
CapitaLand Investment reported a S$142 million H2 2025 loss, largely due to a drag from its China portfolio, while teasing a possible merger with Mapletree Investments. The combined entity could command roughly S$200 billion in assets, creating a headline‑grabbing real‑estate behemoth. However, the...
Takaichi Warns of Japan’s Domestic Investment Shortfall
*TAKAICHI:THERE IS A DEARTH OF DOMESTIC INVESTMENT IN JAPAN Takaichi dropping truth bombs. Starts of with the biggest
US‑trained Chinese Firms Dominate Memory Supercycle
Chinese memory firms GigaDevice Semiconductor and Montage Technology have emerged as new heavyweights in the domestic semiconductor industry, as these companies founded by US-returned Chinese engineers capitalise on the global memory supercycle. https://t.co/Vn4nQD1BYc
Vedanta Trades at Discount to Peers; Well Placed to Benefit From Strong Aluminium Prices, Says Kotak Securities
Vedanta Ltd. is trading at a discount to its aluminium peers, and Kotak Securities believes the company is well positioned to benefit from a strong aluminium price environment. Aluminium prices slipped to $3,030 per tonne, pressured by a firmer US...
South Korea, Turkey, Thailand Lead YTD Market Gains
Best performing stock markets in the world (local currency) year-to-date. 1. S Korea +34.7% 2. Turkey +24.1% 3. Thailand +18.6% In Asia only Indonesia, India negative. Malaysia is up only 4.3%.
Top Two Sectors and Their Leading Ten Stocks
Top 2 sectors and top 10 stocks in those 2 sectors #stockmarket #Nifty50 #ai #bess #energy
Macquarie Flags ESOP Costs, Revenue Concentration Concerns over PhonePe IPO
Macquarie has highlighted two key risks in PhonePe’s upcoming IPO: elevated Employee Stock Ownership Plan (ESOP) expenses that compress EBITDA margins, and a heavy reliance on a few revenue streams that could be hit by regulatory shifts. The broker estimates...
China’s Hidden Subsidies Dwarf IMF’s 4% Estimate
FT: “The IMF estimated that China spends about 4 per cent of its GDP subsidising companies in critical sectors, and said it should reduce that by 2 percentage points in the medium term.” This is a start, of course, but just...
Markets Signalling a Broader Base for Upside; Positive on Financials, Says Devarsh Vakil of HDFC Securities
Devarsh Vakil, head of prime research at HDFC Securities, says Indian equities are showing a broader base for upside after rebounding from the February 2, 2026 lows. He highlights resilient corporate earnings and a particularly positive outlook for financial stocks....
Why the IMF’s Newest Report Finds that the Yuan Is Undervalued
The International Monetary Fund’s latest World Economic Outlook finds the Chinese yuan about 16 % below its equilibrium level. The IMF’s valuation combines a trade‑weighted basket of currencies with purchasing‑power‑parity calculations, reflecting China’s sizable trade surplus and capital‑control regime. It warns...
Nikkei Rises; Buy Nikkei ETF Amid FX Risks
Nikkei +0.71%; real estate, banks, textiles led; VIX-Nikkei 27.89. Leaders: Yokohama Rubber, Omron. Risks: FX (USD/JPY 155.11), commodity shocks. Trade: buy Nikkei ETF. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Japan Deep‑Value Activism: Why Now Is the Time
It was great to join @alxlowen and Dale Gillham of @Wealthwithin in the studio in Melbourne recently to discuss Senjin Capital’s Japan-focused deep value shareholder activist investment strategy for the The ALx Report and Talking Wealth. Dale brings a wealth...
Thai Capital Market Aligns with Climate Vows
Thailand’s leading capital‑market players – the Government Pension Fund, the Association of Investment Management Companies and the Stock Exchange of Thailand – have launched a coordinated strategy to align listed firms with the country’s nationally determined contributions under the Paris...
China’s Growth Model Shift Faces Deep Structural Hurdles
Now that there is a consensus on what has caused the imbalances and why they are so damaging to China and to the global economy, we have to begin to understand just why it will be so difficult for China...
FPIs Add ₹14,000 Cr Equity in February
FPIs have finally started some buying, it looks like - in equity, they've added about 14,000 cr. in Feb this far: https://t.co/6Ag6kWbKnh
Toyota Union Lowers Annual Bonus Demand
Toyota Motor Corp's labor union lowered its annual bonus demand to 7.3 months' pay, a 0.3‑month reduction from last year’s record level, as the automaker faces higher U.S. tariffs. The union also called for wage hikes in the spring “shunto”...
TCS Likely to Meet Lower Targets Despite Chart Decline
TCS will still achieve my lower targets I think - the chart is already wrecked - targets given by Indiacharts Research
Korea's Index Slides Below Historical Average After 150% Surge
It’s wild how Korea’s stock index is trading below its historical average following a nearly 150% price rally https://t.co/TyCTVuO5pW
Korean Reforms Spark Value Ups, Awaiting IBKR Access
I initially thought the Korean reforms would be ineffective. But on the ground, I’m seeing many companies come up with highly positive value up plans. And valuations remain a fraction of those in Japan. Once IBKR opens access, the focus...