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.
Taiwan’s Stock Market Surpasses Canada, Becomes World’s Sixth‑Largest at $4.47 Trillion
Taiwan’s equity market eclipsed Canada to become the world’s sixth‑largest by market capitalisation, climbing to $4.47 trillion after a 35% gain this year. The jump reflects soaring demand for AI‑linked stocks and the outsized rise of chipmaker TSMC, which now accounts for nearly half of the local benchmark.
India's Sensex Gains 359 Points as Nifty Rises 101 Amid Oil Price Surge
The BSE Sensex climbed 358.92 points to 77,245.83 and the NSE Nifty added 101.20 points to 24,096.90 in early trade on Wednesday. The rally came despite Brent crude hovering around $111 a barrel and heightened geopolitical uncertainty in West Asia....
Stalled Iran Peace Talks Push Brent Above $112, Drag Asian Stocks Lower
Oil prices rose to around $112 a barrel after Iran‑war peace negotiations stalled, while Asian equity markets posted mixed but overall weaker performance. The deadlock keeps the Strait of Hormuz closed, raising energy costs for import‑dependent economies such as Japan.
Asia-Pacific Markets Trade Mixed After OPEC Shock, Tech Jitters Drag Wall Street Lower
Asian markets showed mixed performance on Wednesday as the United Arab Emirates announced its exit from OPEC on May 1, a move that rattled oil‑price expectations. In South Korea, the Kospi rose 0.75% to 6,690.9, while Australia’s ASX 200 slipped 0.27% to...
Top NIFTY50 Stocks Plunge Over 25% From ATH
🚨 Popular NIFTY50 Stocks down from ATH 🚨 Tata Motors (Passenger Vehicles) -52.9% Tata Consultancy Services (TCS) -34.0% Infosys -33.2% HCL Technologies -32.4% ITC -32.1% Trent -31.4% HDFC Life Insurance Company -28.3% InterGlobe Aviation (IndiGo) -27.4% Tech Mahindra -26.7%
UAE Leaves OPEC, Boosts Oil Prices and Sparks Rally in Asian Stocks
The United Arab Emirates announced it will quit OPEC on May 1, freeing it to pump up to 5 million barrels per day. The move lifted Brent crude past $110 a barrel and sent Asian equity indices higher as regional oil exporters...
TMTB Morning Wrap
Seagate Technology (STX) posted a blockbuster Q3, with revenue up 44% year‑over‑year to $3.11 billion and non‑GAAP EPS of $4.10, far exceeding Street estimates. The company raised its full‑year outlook, guiding Q4 revenue of $3.45 billion and EPS of $5.00, implying a...
Nifty 50 Below 24,300 Signals Short‑Term Weakness
What happens if the Nifty 50 breaks below the crucial 24,300 level? Rohit Srivastava breaks down high-probability market scenarios and potential short-term weakness in his latest LiveMint feature. Read the full expert analysis here to stay ahead of the next...
HKEX Posts Record Q1 Profit of $662 Million as Listings and Turnover Surge
Hong Kong Exchanges and Clearing (HKEX) posted a record first‑quarter profit of HK$5.19 billion ($662 million), up 27% year‑on‑year, as new listings raised $13.26 billion and daily turnover climbed 14%. The results highlight the exchange’s resilience amid global volatility and its expanding multi‑asset...
Hedge Fund Short Covering Drives Demand in CATL’s $5bn Share Placement
Hedge funds dominated demand for CATL's $5 bn share placement, snapping up more than $3 bn of shares as they covered short positions. The Hong Kong‑listed H‑shares have traded at a widening premium to the Shenzhen‑listed stock, driving record short‑interest and borrowing costs...
PETER’S ASIAN BUSINESS & FINANCE BRIEFING – Wednesday 29 April 2026, 06:00 Hong Kong
The Bank of Japan left its short‑term rate at 0.75% but signaled a possible hike in June, while upgrading its inflation outlook. Brent crude surged to a three‑week high of $111 per barrel, with some analysts forecasting prices could reach...
Philippines Dividend Yield Hits Record, JP Morgan to Index Bonds
The Philippines' stock market is so depressed that its dividend yield is back to Lehman collapse levels. At 3.22%, the country's dividend yield is now more than two percentage points higher than the US, marking a record in a multi-decade...
Advantest Shares Slide 6.9% After AI‑Chip Tester Outlook Miss
Advantest Corp., the leading supplier of test equipment for AI accelerators, saw its shares tumble up to 6.9% after issuing a weaker‑than‑expected outlook and citing continued capacity constraints. The move comes despite a 50%+ rally this year and recent record...
Philippine Peso Hits Record Low of P61.30 per Dollar Amid Energy Crisis
The Philippine peso slid to a fresh all‑time low of P61.30 per US dollar, breaking the P61 barrier for the first time. The drop came as the Bangko Sentral ng Pilipinas signaled further rate hikes and geopolitical tensions kept the...
Hangzhou Binjiang Real Estate Q1 Profit Falls 17% as Revenue Slumps 44%
Hangzhou Binjiang Real Estate Group posted a first‑quarter net profit of RMB810.8 million ($113 million), a 17% decline from the same period a year earlier, while revenue fell 44.5% to RMB12.49 billion ($1.75 billion). The sharp drop underscores mounting pressure on developers in China’s...
RBI Norms, Oil Spike, FII Outflows Drive India Slump
Top 5 reasons the Indian market is falling today : 1. RBI's updated ECL credit-loss norms hammering bank stocks (PSU & private banks down 1-2%). 2. Crude oil surge on US-Iran geopolitical tensions, spiking inflation worries & hitting aviation. 3. Ongoing FII...
Nifty‑Smallcap Divergence Warns of Imminent Market Reversal
Spotting the critical divergence between the Nifty 50 and Nifty Smallcap 100 could be the key to anticipating the market's next big move. Discover why the Nifty's failure to confirm small-cap highs signals a potential trend reversal and how you...
Nifty 50 Loses Valuation Cushion After Recent Rally; Fuel Price Risk May Trigger Short-Term Correction: Emkay Global
Emkay Global warns that the Nifty 50’s recent rally has eroded its valuation cushion, with the index now trading at a FY27E price‑to‑earnings multiple of 19.5×, close to its long‑term average. The brokerage cites $14.2 billion of FPI outflows in Q4FY26,...
CATL's Shares Fall Amid $5bn Placement
Chinese EV battery leader CATL announced a US$5 billion share placement, pricing the new shares 7% below the prior day’s closing price. The deal involves 62.4 million shares at HK$628.20 (≈US$80.2) each, subscribed by six independent investors. The discounted pricing triggered a...
Piramal Finance Jumps over 12% on Q4 Profit Surge, Brokerages See Improving Outlook
Shares of Piramal Finance jumped about 12.5% to ₹2,066 (≈$25) after the firm reported a Q4 FY26 net profit of ₹502 crore (≈$60 million), a 390% year‑on‑year increase. The profit surge was driven by higher margins, a stronger retail loan mix and...
Reliance Share Price Target Hiked to Rs 1,910: Why Goldman, CLSA, and Morgan Stanley Are Betting Big
Reliance Industries (RIL) saw its 12‑month price target lifted to Rs 1,910 (≈$23) by Goldman Sachs, the highest among a group of global brokerages. The boost comes despite a 13% stock decline after a weak oil‑to‑chemicals quarter, as analysts expect O2C...
Asia Stocks Mixed: Nikkei Slips After BOJ Rate Hold; KOSPI Hits New Record High
Asian equity markets showed mixed performance on Tuesday as the Bank of Japan kept its policy rate at 0.75%, prompting the Nikkei 225 to slip 0.7% from a fresh record high. South Korea’s KOSPI defied the regional trend, climbing over...
Nifty Holds 23,876 Support, Eyes 24,300 Breakout
Nifty Analysis And Prediction For Today 28 April 2026 By Rohit Srivastava | Indiacharts The Nifty 50 successfully defended its critical previous swing support at 23,876, keeping the overall market bias decidedly positive. The index is currently making another attempt...
Interactive Brokers Now Offers Korean Stocks, Boosting Coverage
The rumor is true: you can now buy Korean stocks via Interactive Brokers. I'll therefore ramp up my coverage of Korean equities in the next few months. https://t.co/ZeOArWzeUI
PETER’S ASIAN BUSINESS & FINANCE BRIEFING – Tuesday 28 April 2026, 06:00 Hong Kong
Iran’s foreign minister signaled willingness to negotiate an interim deal that would reopen the Strait of Hormuz if the United States lifts its port blockade, a move that could ease the oil‑supply shock from the ongoing conflict. Oil prices responded...
South Korea Overtakes UK as World's 8th Largest Market
South Korea has leapfrogged the UK to become the world’s eighth-biggest stock market, fueled by a high-octane rally in its AI-linked technology champions https://t.co/WkxpnKyRVH
Upcoming Earnings Reveal Divergence in Chinese EV Stocks
Chinese EV stocks face a key test in upcoming results, which will offer clues for investors betting on the recently diverging performance of major players https://t.co/BL0f0WYjSK
Stocks Drift Higher
U.S. equities drifted higher as a narrow set of mega‑cap names lifted the S&P and Nasdaq, masking thin market breadth. At the same time, Brent crude remains above $100 per barrel, reflecting a shift from a temporary disruption to a...
China A‑shares Rise as Q1 Industrial Profit Surge Fuels Optimism
China's mainland A‑share markets nudged higher on Monday, with the Shanghai Composite gaining 0.16% to 4,086 and the Shenzhen Component up 0.37% to 14,996. The rally was anchored by a 15.5% year‑on‑year rise in first‑quarter industrial profits and a rebound...
Japan and South Korea Hit Record Highs as Asian Stocks Rally Amid Oil Price Concerns
Japanese and South Korean markets surged to all‑time highs, with the Nikkei 225 up 1.6% and the KOSPI climbing 2.3%, as U.S. equity strength spilled over into Asia. The rally unfolded despite Brent crude hovering above $107 a barrel, a...
Ahead of Market: 10 Things that Will Decide Stock Market Action on Tuesday
Indian equities rebounded on Tuesday, ending a three‑day decline as the Nifty 50 rose 0.81% to 24,092.70 and the Sensex gained 0.83% to 77,303.63. The India VIX dropped 6.77% to 18.38, indicating easing volatility. Technical analysts see resistance around 24,115‑24,150 with...
Market Trading Guide: Buy Varun Beverages and JSW Energy on Tuesday for Gains up to 8%
The Nifty 50 rebounded on Monday, ending a three‑session decline as pharma, IT, auto and metals led broad buying. Technical analysts highlighted Varun Beverages (entry Rs 519 ≈ $6.25, target Rs 570 ≈ $6.87) and JSW Energy (entry Rs 574 ≈ $6.92, target Rs 630 ≈ $7.59) as bullish picks with roughly 10% upside. Both stocks...
JPMorgan Cuts India Equity Rating to Neutral, Shifts Weight to Asian Tech Amid AI Surge
JPMorgan has downgraded Indian equities from overweight to neutral, warning of elevated valuations, earnings pressure and limited exposure to AI‑driven sectors. At the same time the bank upgraded its allocation to technology‑heavy markets, especially Taiwan, as artificial‑intelligence demand reshapes regional...
Japan's IPO Market Stalls as AI Stocks Drive Record Nikkei Gains
Japan's IPO pipeline has dried up as investors pour money into AI‑focused equities, even as the Nikkei 225 reaches fresh record levels. Stricter TSE listing rules and a 10 billion‑yen ($73 million) capital threshold further dampen new listings, limiting capital for smaller...
Nifty Snaps Three-Day Losing Streak, Climbs 195 Points; Midcaps Lead the Charge
India's Nifty 50 snapped a three‑day slide on Monday, closing at 24,092.70, up 0.81%. The rally was broad‑based, with pharma, realty, IT, media and consumer durables each gaining 2‑3%, while financials lagged. Mid‑cap and small‑cap indices outperformed, rising 1.47% and 1.90%...
TMTB Morning Wrap
OpenAI is teaming with MediaTek and Qualcomm, with Luxshare as the exclusive system‑on‑chip partner, to launch AI‑powered smartphone processors slated for mass production in 2028. AMD received a downgrade to Market Perform as intensified competition from Intel and Nvidia, coupled...
Paytm Shares Recover From Early Lows, End Down 0.83% as Payments Bank Winds up; Goldman Holds Buy
Paytm’s parent One 97 Communications saw its shares recover from an early‑day low of ₹1,051 ($12.8) to close at ₹1,132 ($13.80), just 0.83% down. Goldman Sachs kept a Buy rating, lifting its 12‑month price target to ₹1,400 ($17) – about 24% upside...
KOSPI Surges +2.15%: Semiconductor Earnings Concentration Drives All-Time High
The KOSPI jumped 2.15% to an all‑time high as semiconductor earnings from Intel, Samsung and SK Hynix sparked a concentrated rally. Samsung (25.45% weight) and SK Hynix (17.19% weight) together drove 72.8% of the index’s gain, accounting for roughly $1.3 billion of foreign...
Axis Bank Shares Lead Nifty 50 Losers After Q4 Results, Brokerages Flag Mixed Performance
Axis Bank’s shares slid nearly 5% in early trade, closing 3.05% lower at ₹1,324.20, after the lender reported a marginal dip in standalone net profit to ₹7,071 crore (≈$852 million) versus ₹7,117.5 crore a year earlier. While loan growth remained robust at 6.4%...
Stock Market Highlights: Sensex, Nifty Rebound, Snap Three-Day Losing Streak on IT, Sun Pharma Rally
Indian equities rebounded on April 27, 2026, with the Sensex climbing 0.83% to 77,303.63 and the Nifty 0.81% to 24,092.70, snapping a three‑day losing streak. Gains were led by a 2.2% rise in the IT index and a 7% surge...
New Iranian Proposal Helps Bolster Risk Appetites
An unexpected Iranian proposal has revived hopes of a diplomatic resolution with the United States, prompting a shift toward risk‑on assets. The U.S. dollar weakened, allowing the euro to climb back above $1.17 and keeping the yen in a narrow...
Tech Index Hits Highest Close Since Jan 2025
Saham tech Bursa seeing a “face ripper” rally. Tech Index at highest close since Jan 2025. INARI pun dah joined the party. Enjoy.
The World’s Largest EV Battery Maker Is Raising $5 Billion in Hong Kong
China's CATL, the world’s largest EV battery maker, is launching a Hong Kong follow‑on to raise up to $5 billion, the biggest share sale in the market in about four years. The company’s Hong Kong shares have surged 160% since the May 2025 secondary...
Japan's Topix Cash Payouts Double, Unlock $312bn Potential
Wow. Cash payouts from companies in Japan's broad Topix index have practically doubled since the Tokyo Stock Exchange started telling companies to focus more on capital efficiency. This growth is forecast to continue, as Shrikant Kale points out, . The combination...
EM and APAC Gains Powered by EPS Growth, Not Multiples
EM & APAC YTD equity gains stem from EPS growth, not multiple expansion $EEM $VPL GS https://t.co/m4ZsyKrhZv
China’s Industrial Profits Jump 15.5% to $248 Bn as Factory‑Gate Prices Rise Amid Iran Conflict
China’s leading industrial companies posted a 15.5% year‑on‑year profit increase to $248 bn in the first quarter, the strongest growth in six months. The surge was powered by a rebound in factory‑gate prices after the Iran‑US war lifted global commodity prices,...
Paytm's UPI Share Rise Fuels 26% GMV Growth in Q4 FY26, Goldman Sachs Keeps Buy Rating
Goldman Sachs reaffirmed its Buy rating on Paytm, projecting a 26% year‑on‑year rise in Q4 FY26 GMV and a target price of 1,400 rupees (≈$18). The brokerage highlighted a UPI market‑share increase to 6.5% and a rebound in merchant app...
CATL Seeks $5 Billion in Largest HK Share Sale of 2026
Contemporary Amperex Technology Co. Ltd. (CATL) is planning a Hong Kong share placement to raise about $5 billion, the largest offering in the city so far this year. The company will price the new shares between HK$628.20 and HK$651.80, equivalent to $80.16‑$83.00,...
South Korean Stocks Surge 2.2% to Record Highs
SOUTH KOREA: stocks ramp another +2.2% overnight to new all-time highs in one of the more epic stock market moves ever https://t.co/YaRonRZeXv
AI Boom Drowns Out War Fears to Fuel Asia’s Great Market Divide
Asian equity markets are splitting along a north‑south divide as AI‑driven chipmakers lift South Korea, Taiwan and Japan while higher oil prices depress India, Indonesia and the Philippines. The AI boom has propelled the Kospi and Taiex to record highs,...