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.
Exporters Upbeat on Growth This Year
The Philippine Exporters Confederation (Philexport) is confident that export growth will accelerate this year, buoyed by the active Philippines‑South Korea free‑trade agreement and several pending deals. Preliminary data show 2025 merchandise exports reached $84.41 billion, a 15.2% increase over 2024 and the highest level since 1991. Despite a 19% U.S. tariff on most goods, the government aims for $116‑120 billion in total exports of goods and services this year. Exporters are calling for greater funding, lower energy costs, and policy stability to sustain momentum.
DII Buying Offsets FII Selling, Keeping Nifty Afloat
FII's sold -972 Cr. DII's Bought Heavily +1666 Cr. It's been more than a year and nifty is trying to survive with the help of DII's only But without FII's, our portfolio will remain down and -ve 🔻 @champ_trader
RBI Issues Draft Norms for Reporting on Forex Derivative Transactions Involving Rupee
The Reserve Bank of India released draft norms requiring Authorised Dealer Category‑I banks to report all rupee‑denominated foreign‑exchange derivative transactions undertaken by their related parties worldwide. This follows earlier steps that mandated primary dealers and banks to disclose rupee interest‑rate...
Goldman Sachs Doubles Down on Aye Finance Despite Muted Debut; BofA Picks up Stake in EIL in Rs 100 Crore...
Goldman Sachs increased its stake in Aye Finance by buying 16.8 lakh shares for about Rs 22 crore, bringing its total exposure to roughly Rs 91 crore. The NBFC’s IPO was 97 % subscribed, yet the shares opened flat at Rs 128.80, just 0.16 % below the issue...
Nifty Bounces From 25,450 Support, Eyes 25,700 Resistance
Nifty Prediction For Tomorrow 17 February 2026 By Rohit Srivastava | Indiacharts The nifty could not go below this support range, which was 25,450, and we managed to bounce back from there, hitting the gap zone, the island that we...
SM Prime Net Income Rose 7% to P48.8B in 2025
SM Prime Holdings reported a 7% rise in net income to P48.8 billion for 2025, driven by stronger commercial‑property revenues and disciplined cost control. Consolidated revenue edged up to P141.1 billion, with malls contributing P85.1 billion, while total expenses fell 4% to P69.4 billion....
Brokers to Approach RBI as Tighter Norms Squeeze Funding for Proprietary Desks
The Reserve Bank of India’s new capital‑market exposure framework, effective April 1 2026, mandates 100 percent collateral backing for all bank loans to brokerage firms and bars banks from financing proprietary trading desks. Brokers plan to petition the RBI for clarifications as the...
Indian REITs Distribute ₹2,450 Crore to over 3.8 Lakh Unitholders in Q3
India’s five listed REITs paid out over ₹2,450 crore to more than 380,000 unitholders in Q3, covering 185 million square feet of Grade A office and retail space. Since inception, the trusts have distributed over ₹29,100 crore and now hold assets exceeding ₹2.5 lakh crore. The...
Q3 Earnings Review: Nifty 50 Logs Seventh Straight Quarter of Single-Digit PAT Growth, Shows Report
Indian Inc delivered a 7% year‑on‑year profit rise in Q3, marking the seventh straight quarter of single‑digit PAT growth for the Nifty 50 – the longest streak since mid‑2020. Earnings were led by State Bank of India, Tata Steel, HDFC...
Sundaram AMC Launches Mid-Cap Fund in GIFT City
Sundaram Asset Management Company has launched the Sundaram India Mid Cap GIFT, a USD‑denominated offshore feeder fund that gives global investors direct exposure to India’s mid‑cap equities. The fund is domiciled in GIFT City’s International Financial Services Centre and invests...
Torrent Pharma, Indus Towers Among 9 Stocks that Hit 52-Week Highs & Rallied up to 20% in a Month
The benchmark Sensex jumped roughly 650 points to end the session above 83,000, sparking a broad market rally. Nine BSE 200 constituents—spanning steel, banking, telecom infrastructure, pharmaceuticals and finance—each breached their 52‑week highs, marking the strongest yearly performance for these stocks....
Idle Oil and Gas Projects Risk Losing Licenses, Bahlil Warns
Indonesia’s Energy and Mineral Resources Minister Bahlil Lahadalia warned that 301 explored oil‑and‑gas areas remain idle and could have their licences revoked if operators do not commence production. He cited the long‑stalled Masela Block, managed by Japan’s Inpex, which only...
Stocks to Buy for Short Term: Astral Among Three Shares that Axis Securities Recommends for up to 20% Upside
Axis Securities has highlighted three equities—Kirloskar Oil Engines, Blue Star and Astral—as short‑term buys, projecting up to 20% upside within the next three to four weeks. The brokerage cites a clear technical uptrend for Kirloskar Oil Engines, with higher highs...
Asian Markets Pause for Extended CNY Holiday
Asia stocks headed for long CNY break. •Those that traded today did reasonably well, incl HK which opened half day. •Volume, not surprisingly, is light. •Most mkts will close for 2 days, China whole week. HK reopens Friday. •Japan, India...
Asian Markets Rally Eight Weeks, Hit Record Highs
Asia is up 8 weeks in a row and just closed the week at the highest levels ever, again. https://t.co/hobmUg9TXF
Broker’s Call: Ola Electric (Sell)
Emkay Global downgraded Ola Electric Mobility to Sell, slashing its target price by 60% to ₹20 from ₹50. The company posted a weak Q3, with revenue down 55% YoY and a 61% drop in unit volume to 32,000 units, pushing...
Kyodo News Digest: Feb. 16, 2026
Japan's economy posted a modest 0.2% annualized growth in Q4 2025, its first expansion in two quarters, as consumer spending rose slightly while exports fell under U.S. tariff pressure. TEPCO began trial electricity transmission from unit 6 at the Kashiwazaki‑Kariwa nuclear...
Broker’s Call: Azad Engineering (Buy)
Azad Engineering reported a robust quarter, expanding margins and scaling top‑tier OEM relationships in high‑precision aerospace and turbine supply chains. The company’s order book now stands at roughly ₹6,500 crore, equivalent to 14.2 times FY25 revenue, providing strong visibility through FY28. With...
Barging Blindly Into Singapore’s Construction Boom Could Be a Bust for some Investors
Singapore’s construction sector has transformed into a high‑growth engine, propelled by a record S$53 billion contract pipeline and flagship projects like Changi Airport Terminal 5. The rally delivered construction‑related stocks returns exceeding 200 % in 2025, dwarfing the STI’s 22.7 % gain. Soilbuild Construction...
Japan's Economy Barely Grows in Oct-Dec Quarter as Exports Slow
Japan’s economy grew a modest 0.2 percent annualised in the October‑December quarter, just enough to avoid a technical recession after a 0.7 percent contraction in the prior quarter. Private consumption rose 0.4 percent, but a 1.1 percent drop in exports dragged overall growth. The...
Singapore Stocks End Almost Flat Before Chinese New Year; STI Inches up 0.02%
Singapore’s market closed almost flat on Monday ahead of the Chinese New Year break, with the Straits Times Index edging up 0.02% to 4,938.58 points. Export data showed non‑oil domestic exports rose 9.3% year‑on‑year in January, missing Bloomberg’s 12% forecast...
The End of the Boozy Chinese Banquet Hits Australia’s Largest Winemaker
Treasury Wine Estates’ push back into China has been derailed by a government crackdown on extravagant banquets and tighter grey‑market controls. The winemaker announced it will pull 400,000 cases from China and 500,000 from the United States to regain pricing...
Amova Bets on ‘New Singapore Sectors’ as MAS Expands EQDP
Amova Asset Management has been selected as one of six managers under Singapore’s expanded Equity Market Development Programme (EQDP), which grew to S$6.5 billion in the 2026 budget. The firm will roll out two new funds – the Singapore All Share...
Money and Me: What Singapore Investors Need to Know About Budget 2026 and Brewing Billions in China's Market
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...
Demutualizing IDX to Deepen Market Trust
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 Chief Says Brand Unit Is Nearing Nasdaq Backdoor Listing
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...
Tencent’s Tesla, DBS Deals Redefine Its Investment Narrative
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
A Family Fights to Keep Control of 157-Year-Old Firm in Japan
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...
A Lot of Bull: As STI Breaches 5,000, What More Can We Call For?
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...
US Controls Slow China, Ignite Homegrown Chip Drive
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
WTO Warns China's $1.2T Surplus Unsustainable, Urges Model Shift
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
Update: Casio (6952 JP)
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 CEO Drives 34.5% Revenue Surge at Casio
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
China Financials: The Great Rotation’s Overlooked Engine
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...
Nifty May Plunge to 19k Amid Global Macro Risks
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...
Slowing Indian Software Growth Threatens Earnings and Valuations
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...
Asian Marco Initial Thoughts: Data Impacting Asia 16 - 20 February & Markets Closed for Lunar New Year. Plus Things...
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...
Provincial Revenues Forecast 2‑3% Growth, Lagging Economy
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's State Funds Clamp Down on AI Stock Surge
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 Surge 4%, Wipro's Rise over 2% Despite Weak Wall Street Trade
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...
China's January Financing Jumps 2.4% Year‑over‑year, Beating Forecasts
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...
China's Railway Investment Climbs 5.5% in January
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
Pulse of the Street: Tech Rout, Muted Earnings Singe Indian Markets
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 Dip, Exports Surge 70% Abroad
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
Deep Dive: Managers Bullish on China but Await 'Clearer Signals' From Government
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....
5038: IT Chills Get 'Realty' Check; It’s Raining Cheques for Deeptech Startups; and Tech Firms Fight 3-Hour Takedown Rule |...
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...
BSE Gets Sebi Nod to Launch 'Focused Midcap Index' Futures and Options Contracts
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...
Market Regulator Sebi Floats Proposal to Revamp ETF Price Band Framework
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,...
With Competitors Hot on Its Heels, How Can Singapore's Port Stay the Course?
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 Sets Record Date for Third Interim Dividend Payable in FY26
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,...