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 | Stock Market Live Updates: Sensex Crash 900 Pts; Nifty Down 250 Pts to 23,918.75 on PM Modi’s...
India’s benchmark indices tumbled on May 11, with the Sensex dropping about 900 points to 76,437 and the Nifty slipping to 23,913 after Prime Minister Narendra Modi urged citizens to forgo gold purchases for a year and curb fuel use. The call sparked fears of austerity measures and possible petrol price hikes, pushing crude oil above $104 per barrel and weighing on the rupee. Despite the sell‑off, analysts still project FY27 real GDP growth near 6.6% and Q4 FY26 growth around 7.2%. Large‑caps appear cheap relative to long‑term averages, while SMID stocks trade at a premium.
Q4 Results Today Live: Canara Bank, JSW Energy, IHCL, Abbott India, UPL, JB Chemicals, Nuvama Wealth, NIACL, Shyam Metalics, Syrma...
India’s major indices slipped more than 1% on May 11 as a wave of Q4 FY26 earnings rolled out across sectors. Consumer staples such as Pidilite and Britannia faced 40‑50% input‑cost inflation, squeezing margins despite price hikes, while firms like Tata...
Modi Speech Sparks Mixed Sector Moves, Rupee Likely Falls
Sectors in focus today after Modi ji's speech 🇮🇳 - 1. Jewllery stocks - Negative 2. EV stocks - Positive 3. Solar pump stocks - Positive 4. Fertiliser stocks - Negative 5. Airlines & Hotels - Negative Will it help Indian Rupee - Negative
Stocks to Buy or Sell: Dharmesh Shah of ICICI Sec Suggests Buying Godrej Properties, Schaffler Shares on 11 May
ICICI Securities analyst Dharmesh Shah recommended buying Godrej Properties and Schaffler Ltd, setting target prices of ₹2,088 (≈ $25) and ₹4,738 (≈ $57) respectively. He sees the Nifty 50 forming a higher‑base pattern that could breach the 24,900 level and potentially climb toward...
JPMorgan Hikes Kospi Bull Case Target to 10,000 on Memory Boom
JPMorgan Chase raised its outlook for South Korea’s KOSPI index, moving the base target to 9,000 points and the bull‑case target to 10,000 points, a 33% upside from the market’s Friday close. The revision follows a second upgrade in less...
Bursa Malaysia Opens Higher on Buying Interest in Heavyweights
Bursa Malaysia opened higher on Monday, with the FTSE Bursa Malaysia KLCI climbing to 1,754.0 points, a 0.35‑point gain from the previous close. The market breadth was positive, as gainers outnumbered losers 242 to 208, and turnover reached 260.9 million shares...
Stocks to Watch: Canara Bank, Indian Hotels, MCX, Swiggy Among 10 Shares in Focus Today
The Indian equity market extended its decline on Friday, with the Sensex slipping 0.66% to 77,328 and the Nifty 0.62% to 24,176. A negative opening on the Gift Nifty suggests the downtrend will likely continue into Monday. Ten stocks, including...
Raja Venkatraman, MarketSmith Recommend Five Stocks for 11 May
Indian equity markets slipped on May 8 as the Sensex lost 0.66% to 77,328 points and the Nifty 50 fell 0.62% to 24,176, driven by weakness in major lenders. Mid‑cap and small‑cap indices showed relative resilience, keeping total market capitalisation near ₹473 lakh crore...
Buy or Sell: Gift Nifty Down, Vaishali Parekh Recommends Three Stocks to Buy Today —11 May 2026
The Indian market opened lower on May 11 as the Gift Nifty signaled a gap‑down, trading about 190 points below the previous close. The Nifty 50 finished near 24,176 and the BSE Sensex fell 516 points, while banking stocks led the decline...
Vietnam's VN‑Index Hits Record 1,925 Points, Driven by Real Estate and Banking
The VN‑Index climbed to a new peak of 1,924.95 points, extending a seven‑week rally as large‑cap real estate and banking stocks attracted heavy buying. Weekly liquidity surged to roughly $5.2 bn, while foreign investors posted net sales of about $180 m.
Nifty 50, Sensex Prediction Today: Check How Indian Stock Market Is Expected to Trade on 11 May
Indian equities are expected to open lower on May 11 as global cues turn negative after the United States and Iran dismissed a peace proposal, sending crude oil higher. The Nifty 50 traded around 24,055 on the Gift Nifty, roughly 179 points...
China's PPI Surge Boosts FX, Not Equities
Good morning, China PPI rose to 2.8%YoY in April from 0.5% but CPI increased by much less at 1.2% vs 1.1% previously. Chinese equities have underperformed Japan, Taiwan, South Korea because of margin compression, subdued domestic demand, and thus less ability...
Thai Stocks Still Robust in May as Confidence Gains
The Stock Exchange of Thailand (SET) is poised to keep its recovery momentum in May, with the benchmark index expected to stay above the 1,500‑point mark as Middle‑East tensions ease. Foreign investors poured roughly 16.6 billion baht (about $465 million) into Thai...
KOSPI Hits Record High as ETF Assets Top $154 B, Spotlight on Semiconductor Concentration
The KOSPI closed at 7,498 points, its highest level ever, while net assets of domestic equity ETFs broke the 200‑trillion‑won ($154 bn) barrier. The surge is powered by a 78% year‑to‑date gain, led largely by Samsung Electronics and SK Hynix, but...
JPM Boosts KOSPI Targets, Korea Remains Top Market
"Korea remains our most preferred market in the region and we raise our base/bull/bear case KOSPI targets to 9,000/10,000/6,000." - JPM
Renewed Iran Conflict Halts Chinese Rally, Drags Asian Stocks Lower
A flare‑up in the Iran‑U.S. conflict on Friday stopped a three‑day rally in China’s stock market and sent broader Asian equities sliding. Oil prices stayed above $100 a barrel, sparking currency weakness and inflation worries across the region.
Mcap of 4 of Top 10 Most Valued Firms Erodes by Rs 1 Lakh Cr; SBI Biggest Laggard
The market capitalisation of four of India’s top‑10 firms shrank by roughly Rs 1 lakh crore (about $12 billion) last week, with State Bank of India bearing the brunt at a Rs 44,722 crore ($540 million) loss. Despite this erosion, the BSE Sensex climbed 414.69 points (0.53%)...
Market Trading Guide: Buy Coforge and NBCC on Monday for Near-Term Gains of up to 7%
The Nifty closed sharply lower, slipping below the 24,200 level and the 50‑day EMA amid heightened US‑Iran tensions and rupee weakness. Technical analysts warn that the index could test the 24,050‑24,000 zone if it stays under 24,200, but a bounce...
US-Iran War, Crude Oil Prices to Q4 Results FY26: Top Five Triggers that May Dictate the Indian Stock Market This...
Indian equities extended their decline on May 8, with the Sensex slipping 0.66% to 77,328 and the Nifty 50 down 0.62% to 24,176. The pullback was driven by losses in banking stocks and heightened geopolitical risk as the US‑Iran standoff intensified, pushing...
ASX 200 Slides as Banks and Tech Test 500‑Day SMA Support
The ASX 200 retreated sharply after major banks and large‑cap tech names fell, pushing the index toward the 500‑day simple moving average at 8,910. Momentum traders now watch for a breakout or further slip as technical indicators turn mixed.
Foreign Investor Share Falls to 14.7% as Domestic Institutions Rise to 18.9% in India
Foreign Institutional Investors now hold just 14.7% of Indian equities, the lowest level since June 2012, while domestic institutions have surged to 18.9%. The shift, documented by JM Financial, signals a structural rebalancing that could rev up investment‑bank advisory work...
India's Sensex and Nifty Drop 0.7% as US‑Iran Flare Lifts Oil Above $100
Indian benchmarks slid roughly 0.7% on Friday as renewed US‑Iran clashes drove Brent crude above $100 a barrel. The Sensex lost about 500 points to near 77,300, while the Nifty 50 fell to around 24,160, even as the mid‑cap index...
Stock Trader’s Guide to Navigating High Stakes Trump-Xi Talks
Investors are eyeing the upcoming Trump‑Xi summit for signs that geopolitical tension may ease, which could lift the lingering overhang on Chinese equities. While analysts doubt a concrete trade deal will emerge, the mere dialogue is expected to calm market...
Traders Looking for Next Leg in Global Stocks Rally Bet on Asia
Investors are shifting focus from the Iran conflict to Asian equities as the next driver of market gains. South Korea's Kospi index has surged 78% year‑to‑date, the highest rise among global markets, while Taiwan’s bourse posted similarly strong performance. The...
Nikkei Pulls Back From Record High as SoftBank Slides 5%, Index Down 0.2%
Japan's Nikkei 225 fell 0.19% to 62,714 on May 8, 2026, after SoftBank Group shares tumbled almost 5%. The pullback came as renewed US‑Iran hostilities revived geopolitical risk, tempering a week‑long rally driven by AI‑related earnings.
Nifty 50, Nifty 500: PE Multiples Can Be the Same Number yet Poles Apart
The piece warns that identical Nifty 50/500 P/E multiples can mask very different risk profiles because India’s cost of equity (CoE) has risen sharply. Using Professor Aswath Damodaran’s adjusted CAPM framework, the article shows CoE climbing from roughly 9.9% in...
China's Shanghai and Shenzhen Indices Log Fifth Weekly Gain, Reach Two‑Month Highs
The Shanghai Composite finished flat at 4,180, its highest level in two months, while the Shenzhen Component slipped 0.5% to 15,564. Both benchmarks logged a fifth consecutive week of gains, with Shanghai up 1.65% and Shenzhen up 3.02% on a...
J.Safra Raises AAXJ Stake by $5.3 M, Now Holds 4.5% of 13F Assets
J.Safra Asset Management Corp increased its position in the iShares MSCI All Country Asia ex Japan ETF (AAXJ) by 27,540 shares, adding $5.33 million in value and bringing the fund to 4.52% of its 13F assets under management. The move highlights...
Asian Stocks Jump 5.6% Weekly as US‑Iran Tensions Ease
Investors lifted MSCI's Asian stock index 5.6% this week, the second‑biggest rise since September 2024, after easing concerns over US‑Iran tensions. The rally was led by South Korea’s Kospi (+14%), Taiwan (+7%) and Japan’s Nikkei (+5.8%), while AI chip makers...
Regional Leaders’ Handshake Boosts Carabao Trading Volume
I think this is why the volumes in Carabao have picked up: Leaders of Cambodia, Philippines and Thailand shake hand. Positive for all Cambodia-related stocks on the Stock Exchange of Thailand. https://t.co/uWFbQr7iBF
India's Market Underperformance Driven by 'AI Exposure Gap', Not Domestic Weakness: Motilal Oswal Report
Motilal Oswal's May 2026 Eagle Eye report says India’s equity underperformance stems from a structural gap in AI‑hardware exposure rather than domestic economic weakness. While South Korea (+53% USD YTD) and Taiwan (+33%) surged on the global AI rally, the Nifty fell 13% in...
FIIs Sell over Rs 2 Lakh Crore Worth of Indian Equities in 2026. What Lies Ahead?
Foreign institutional investors have sold more than Rs 2 lakh crore (about $24 billion) of Indian equities in 2026, marking a third consecutive month of net outflows. The latest daily data showed FIIs dumped Rs 4,110.60 crore ($49 million) on Friday while domestic institutions bought Rs 6,748.13 crore, yet...
Stocks to Buy Under ₹200: Mehul Kothari of Anand Rathi Recommends Three Shares to Buy or Sell
Indian equities closed the week with modest gains despite Friday’s dip, as the BSE Sensex fell to 77,328 and the NSE Nifty slipped to 24,176. The Nifty rose 1% for the week and mid‑cap and small‑cap indices outperformed, each climbing...
Singapore's STI Climbs 0.3% to 4,942 Amid Regional Market Gains
Singapore's benchmark Straits Times Index gained 0.3%, finishing at 4,941.96, as broader Asian markets posted solid advances. The rally was led by Hongkong Land’s 9.2% jump, while energy‑price concerns loom over consumer and telecom stocks.
Skirmishes in Gulf Dent Risk Sentiment
U.S.-Iran clashes in the Gulf lifted Brent crude above $100 a barrel, souring global risk sentiment and nudging the Thai SET index to a modest 0.4% weekly gain despite volatile trading. Institutional investors sold roughly $114 million while retail and brokerages...
South Korea's KOSPI Hits Record Close Above 7,500 Points, Closing at 7,490.05
The KOSPI closed at an all‑time high of 7,490.05 points, briefly breaching the 7,500 mark, as domestic investors poured in roughly $5.8 billion. Strong performance in general services, distribution and machinery lifted large‑cap stocks, while foreign investors sold about $5.9 billion.
AI-Driven Memory Shortage Spikes Console Prices
Sony, Nintendo grapple with memory price surge as AI boom constrains supply More collateral damage from US controls on memory... https://t.co/zUdAvKWJsv
Geopolitical Jitters Drag Nifty Lower; Midcaps Buck the Trend
Indian equity markets slipped on Friday as renewed US‑Iran skirmishes pushed Brent crude above $100 per barrel, eroding optimism around a near‑term peace deal. The Nifty 50 closed at 24,176.15, down 0.62%, while the Sensex fell 0.66% to 77,328.19. Despite the...
BlackRock’s South Korea ETF Records $409 Million Outflow as AI Stocks Propel KOSPI to 75% YTD Gain
BlackRock’s iShares MSCI South Korea ETF (EWY) saw a record $409 million net redemption, the largest in its history, as AI‑related stocks drove the KOSPI up 6% in a single session and 75% year‑to‑date. The $23 billion fund’s outflow highlights how sector‑specific...
India's Sensex Slides 667 Points as West Asia Tensions Hit Asian Markets
India's benchmark Sensex plunged 667 points (0.86%) to 77,176 and the Nifty 50 fell 174 points (0.72%) to 24,152 as fresh US‑Iran exchanges near the Strait of Hormuz rattled sentiment. The sell‑off was amplified by aggressive foreign institutional selling, driving...
Australian Shares Slip 1.7% as Mining and Energy Stocks Drag ASX 200 Below 8,750
The benchmark S&P/ASX 200 fell 149.9 points (1.69%) to 8,728.20 on Friday, extending early losses after Wall Street cues. Weakness in major miners and oil producers outweighed gains in technology shares, leaving the index below the 8,750 threshold.
Asian Equities Rally 5.6% in Tokyo on Iran‑Israel Peace Hopes
Asian stock markets surged Thursday, led by Japan's Nikkei 225 climbing 5.6% as optimism over a possible Iran‑Israel de‑escalation buoyed sentiment. The rally came amid a modest 2% drop in crude prices and Brent crude holding above $100 per barrel,...
Asian Stocks Rack Up One of Biggest Weekly Gains Since 2024
Asian equities posted a 5.6% weekly gain, the strongest since September 2024, as investors refocused on artificial‑intelligence opportunities and the easing of Middle‑East tensions. South Korea’s Kospi led the rally with a 14% jump, while Taiwan’s index rose about 7%...
Indonesia Stocks Tumble 2.9% Overnight, Short Positions Held
INDONESIA: stocks smoked for another -2.9% loss overnight and we remain short of them https://t.co/phrY7BQxit
South Korea's Market Surges to New All‑Time High
SOUTH KOREA: unlike in the US, no correction overnight = another epic all-time high = #Quad2 https://t.co/TUuVV2sRGu
Taiwan Shares End Down Amid Renewed Middle East Concerns
Taiwan’s benchmark Taiex slipped 0.79% to 41,603.94 on Friday as renewed Middle East tensions rattled investor sentiment. The index fell 329.84 points amid a NT$1.25 trillion (US$39.3 billion) turnover, with large‑cap tech stocks leading the decline. TSMC, which makes up over 40%...
Nifty Slips to 24,160, HDFC Bank and Coal India Lead Losses as Oil Holds Above $101
Indian equity indices slipped on Friday, with the Nifty 50 falling 0.69% to 24,160 points and the Sensex down 0.73% to 77,278. Heavy selling in HDFC Bank (down 2.14% on roughly $177 million of trade) and Coal India drove the decline, while foreign institutional...
Sensex Today | Stock Market Live Updates: Sensex Falls Nearly 500 Points as US-Iran Tensions Hit Market Sentiment
On May 8 2026 India’s Sensex slipped 498 points (‑0.64%) to 77,345 as escalating US‑Iran tensions near the Strait of Hormuz rattled market sentiment. The drop was amplified by heavy foreign institutional outflows of roughly ₹68,870 cr (about $8.3 bn), the lowest FII ownership...
Investors Dump Indian Assets as Energy Shock Sends Rupee Sliding
Investors are pulling billions from Indian equities and bonds after a sharp energy price shock pushed the rupee to its weakest level in months. Foreign portfolio outflows reached roughly $5 billion in the latest reporting week, while the rupee slipped to...
China Hongqiao Group Issues Rmb10.2bn Convertible Bond
China Hongqiao Group, the HKEX‑listed aluminium giant, issued RMB 10.2 billion (≈US$1.49 billion) of zero‑coupon, US‑dollar‑settled convertible bonds due 2027. The issuance was completed on May 5 alongside a concurrent share‑repurchase program. Hongqiao plans to use the proceeds to stockpile bauxite, refinance existing debt,...