Know What's Happening in Asia Stocks
Know What's Happening in Asia Stocks
Asia-Pacific markets rally on hopes of Hormuz reopening
Asian equities rose on Friday as optimism grew that Iran and Oman’s draft protocol could reopen the Strait of Hormuz for oil shipments. Crude prices climbed, with U.S. WTI futures at $112 per barrel and Brent at $141, lifting South Korea’s Kospi by 2.7% while Japan’s bond yields hit multi‑decade highs. The CSI 300 slipped despite the broader uplift.
The Indian cabinet’s Economic Affairs Committee has cleared the initial public offering of India Infrastructure Finance Company Ltd (IIFCL), a fully government‑owned NBFC‑ND‑IFC. The approval aligns with the Budget 2026‑27 emphasis on disinvestment and capital‑market listings for public‑sector entities. IIFCL reported a 39% jump in net profit to ₹2,165 crore and record‑high sanctions of ₹53,217 crore as of January 2026. New managing director Rohit Rishi outlined a strategy to diversify funding sources and target emerging infrastructure sectors such as renewable energy and green hydrogen.
Friday's closing correction was also on the basis of war. So, what do you think? How much will fall tomorrow? Or has the war's impact already been discounted in the Indian stock market?
Problems in Dubai are not just for people staying there - it spills over to India - we get $45 bn of remittances from the Middle East each year.
Singapore Exchange’s listed equities posted an average daily turnover of S$1.7 billion in the first two months of 2026, reflecting heightened market activity. Institutional investors were net buyers in industrials, technology, materials and other sectors, while retail investors favored financial services,...
Re-upping this. Monday is the last day of the current tender offer. Maybe I'll put out an English version, but it's in my Cui Bono piece on Smartkarma last week.
The National Stock Exchange of India (NSE) will not list its shares on its own platform when it goes public, citing Indian regulations that prohibit self‑listing. Instead, the IPO will be conducted as an Offer for Sale (OFS), allowing existing...
NSE Managing Director Ashish Chauhan argued that recent hikes in Securities Transaction Tax (STT) will not discourage retail participation in futures‑and‑options (F&O) trading. He suggested that eligibility for derivatives should be tied to an investor’s tax‑paying capacity, proposing a minimum...
“The Chinese economy in 2025…is like a giant machine where large parts are beginning to cool down, while a considerable part remains at high temperature. But the temperature of this part is difficult to conduct to the cooling parts.” @ChinaFile https://t.co/oC1Pwzm8je
The portfolio's value rose by +6.8% in February 2026, driven by a skyrocketing Korean stock market. Opportunities in Japan SaaS and luxury wristwatches. https://t.co/dYm3oOEyPD
South Korea’s exports surged 29% year‑over‑year in February, hitting a record high. The jump was driven primarily by a sharp rebound in semiconductor shipments as global chip demand accelerated. The trade surplus expanded sharply, reinforcing the country’s position as a...
China Daily: “Around 5% seen as likely GDP target—Consumption, innovation expected to emerge as key economic engines in 2026” https://t.co/mvmKY53AFy
Thailand's central bank introduced strict retail gold‑trading limits effective March 1, 2026. Individuals can now trade up to 50 million baht per day on each online platform, aiming to dampen speculative buying that has lifted the baht. The cap excludes USD‑denominated...
Bank of America projects Philippine GDP growth at 4.6% in 2026 and 5.0% in 2027, falling short of the economy’s 5.5‑6.5% sustainable range. The slowdown is driven by weak household consumption, softer private investment and a tapering of government disbursements...
The Bangko Sentral ng Pilipinas (BSP) projects February inflation to rise to between 2.3% and 3.1%, up from January’s 2% rate. Higher rice and fish prices, elevated petroleum costs and increased Meralco electricity charges are the main upward pressures, while...
The First Trust India NIFTY 50 Equal Weight ETF (NFTY) provides U.S. investors with an equal‑weight exposure to the Nifty 50 constituents, but its performance is hampered by a weakening Indian rupee. Over the past two decades the equal‑weight index has generated...
This chart is a classic, but let’s move that "We Are Here" pin 📍 Where would you say we are in the cycle right now? The Early-Cycle easy gains are over, I think. It's time to focus on GARP (Growth at a...
Foreign Institutional Investors (FIIs) turned net buyers in February, pouring Rs 22,615 crore into Indian equities, with Rs 19,782 crore going to secondary markets and Rs 2,832 crore to primary issues. However, a sharp sell‑off on February 28 saw FIIs dump Rs 7,536 crore, dragging the Nifty and Sensex...
Vanguard Fund’s India portfolio surged, now valued at ₹69,100 crore, a 60% jump from the March quarter. The fund holds stakes in 48 BSE‑listed companies, placing it among the top three active foreign institutional investors in the country. Twelve of its...
LT Group Inc. reported a record P30.98 billion net income for 2025, a 7 percent increase over 2024, marking its fourth consecutive year of record earnings. Philippine National Bank drove nearly half of the profit, contributing P14.26 billion as its net income rose...
Prime Minister Sanae Takaichi plans to suspend Japan’s 8 percent consumption tax on food for two years to ease inflation pressures. The proposal meets skepticism from economists and small‑business groups who argue the cut may not translate into lower retail prices....
The U.S. Supreme Court’s February 20 decision struck down IEEPA‑based tariffs, removing the worst‑case tariff risk for Chinese e‑commerce firms. The market’s initial rally faded as investors fretted over a possible 15% global tariff, creating a temporary dip in Alibaba...
The Bull Market has ended - Do not buy the Dip - HDFC Bank vs SBI - Gold... https://t.co/bamrgqUR9n via @YouTube The Nifty broke key levels this week, further confirming the bearish case. We will go level by level and...
The SEC announced new insider‑trade reporting rules for foreign private issuers, requiring executives to disclose purchases or sales within two business days, effective March 18, 2026. The mandate aligns foreign executive reporting with U.S. standards and fulfills a 2025 congressional...
As the final data for the month flows in, FIIs ended up being sellers in FEB [nse data]. So much for all the talk of FIIs returning. This is now the 8th month of outflows. Do not read too much...
2 years, 198 IPOs, just 35 winners: The brutal math of India’s IPO boom https://t.co/Q7NlR0Lbzw Download Economic Times App to stay updated with Business News - https://t.co/3wu61tGNFD
Charoen Pokphand Foods (CPF) posted a net profit of 25.2 billion baht for 2025, up 29% year‑on‑year, driven by stronger gross margins and cost controls. Total sales fell 2% to 571 billion baht as a stronger baht weighed on overseas earnings, though...
The Nifty does a -0.6% in Feb, maintaining the tradition of bad Jan+Feb in four of the last five years. https://t.co/V0aQo9OYRS
“Tencent is betting that AI spreads best when it rides on social habits, rather than treated as yet another ‘productivity’ app…Yuanbao is less a chatbot tab than an extra voice in the group chat: the friend you can @ to...
Bharat Biotech International Ltd is exploring an initial public offering to raise more than $500 million, according to Bloomberg. The Hyderabad‑based vaccine maker has delivered over nine billion doses worldwide and holds a portfolio of 19 vaccines and four biotherapeutics. Recent...
Nifty goes below 25200 . Sudden fall in last 30 minutes. Friday Closing Same Action. #usirantensions #stockmarket
New World Development Interim Half Year Report ending Dec 31st, 2025: • revenues recorded a year-on-year decrease of approximately 50% to HK$8,391 million • profit recorded a year-on-year decrease of 25% to HK$5,038 million • loss attributable to shareholders amounted to...
Global funds are pouring back into Indian equities, buying about $2.1 billion of shares in February – the strongest monthly inflow in eight months. The rebound follows a record outflow in 2025 and is driven by a newly signed US‑India trade...
So you are telling me I should say the most sacred bank in India, HDFC Bank, and buy PSU banks with an excellent track record? - What am I not drinking that I do not get it? Investors are...
Even until yesterday, you could hear the media talking about FII flows being positive for FEB and supporting the market. I give zero credit to daily flows to decide which way the market will head. But just an update after...
Tokyo’s February CPI showed headline inflation at 1.6% year‑on‑year, while core inflation slipped to 1.8%, falling below the Bank of Japan’s 2% target for the first time in 16 months. The core‑core measure, which excludes fresh food and energy, accelerated...
With its index business now >50% of revenues, FnGuide is becoming a KOSPI market proxy on steroids. But I think the index AUM rising from KRW 14 trillion to 50 at 40%+ incremental margins is still underrated. I'm getting to...
This is an example of a key player in the semiconductor industry being put in a difficult position by ill-conceived export controls that put the burden on TSMC to determine performance parameters. A thread. 🧵
China's PBOC will cut the foreign‑exchange risk reserve ratio for forward FX sales from 20% to 0% starting March 2, 2026. The move aims to ease hedging costs, curb excessive yuan appreciation, and signal a shift from emergency policy tools....
The PPI is not falling, it has become sticky. It means rates stay higher. That will slow things down. Thus bond yields are falling. Makes sense? God knows https://t.co/XxE0jqRJ3L
China Central Bank Moves to Tame Yuan Rally—China’s central bank on Friday moved to combat a rally in the yuan by making it cheaper for importers to buy dollars and sell the Chinese currency. @RebeccaYFeng https://t.co/uVx5NuUmDE
Robinsons Retail Holdings posted a 6% rise in core net earnings to P6.7 billion in 2025, driven by 5.7% net‑sales growth that pushed revenue to P210.4 billion. Net income to equity holders fell 44% because the prior year’s one‑time merger gain inflated...
"how China became the leader of the global south" will be a macro theme receiving tons of ink in coming years. Incidentally, this was always Mao's dream
South Korea single-stock ETFs will likely be approved by the summer, just before Interactive Brokers starts offering access https://t.co/WpRK4ten0F.
Megaworld Corp. posted a record P24 billion net income in 2025, an 11% increase from 2024. Revenue climbed to nearly P86 billion, driven by an 11% rise in leasing revenues and strong residential sales. Office leasing, especially through Megaworld Premier Offices, contributed...
Reuters: The U.S. International Trade Commission said on Thursday it would investigate the economic impact of revoking China’s permanent normal trade status over a six-year period, a move that would likely increase tariffs on Chinese imports. https://t.co/T0xSqrLDgN
It seems like Korea goes through these speculative bubbles every five years or so https://t.co/jCSmYlbkaj
Indian equity benchmarks reversed early gains, with the BSE Sensex slipping 225 points to 82,050 and the NSE Nifty 50 falling 0.26% to 25,415 by midday. Selling pressure was concentrated in power, energy and consumer stocks, while auto and healthcare names...
China Moves to Tame Yuan Rally by Slashing Shorting Costs—Chinese banks won’t be required to set aside a 20% risk reserve on forward currency trades https://t.co/myGXkMjp6X https://t.co/myGXkMjp6X
Japan government to hold 10% voting rights in Rapidus but with veto power https://t.co/pU84OOzRCg via @NikkeiAsia
Nvidia said it secured a license to ship a small number of its less advanced H200 chips to customers in China, inching forward in its bid to return to the world’s largest semiconductor market Small number? https://t.co/qcOey50mOL
