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 Taiex Gains 1.1% as Asian Markets Show Mixed Performance
Taiwan’s benchmark Taiex index rose 1.1% on Wednesday, outpacing peers as Japan’s Nikkei gained 0.5% on SoftBank’s rally. South Korea’s Kospi, Australia’s ASX and Hong Kong’s Hang Seng fell, while China’s Shanghai Composite was flat. The split reflects localized drivers and lingering concerns over oil‑price volatility linked to Strait of Hormuz tensions.
Asian Markets Hit Record Highs; Malaysia Lags Behind
Saham cheering ceasefire extended “indefinitely”. •US record high. Early morning: •Japan hit 60K pertama kali dlm sejarah •S Korea up 2% extending record high. Malaysia opens soon, smlm down 5 points. Hope for a better day. SC says sedang usaha utk naikkan weighting...
PETER’S ASIAN BUSINESS & FINANCE BRIEFING – Thursday 23 April 2026, 06:00 Hong Kong
Iran’s Islamic Revolutionary Guard Corps seized two cargo ships and fired on a third in the Strait of Hormuz, sending Brent crude above $100 per barrel. South Korea’s producer‑price index jumped 4.1% year‑on‑year in March, the strongest rise in three...
India’s Sensex and Nifty Drop ~500 Points as Oil Rises and US‑Iran Tensions Loom
The BSE Sensex slid 756 points (‑0.95%) to 78,516 and the NSE Nifty fell 199 points (‑0.81%) to 24,378 on Wednesday. The sell‑off was driven by a jump in crude oil prices, heavy IT‑sector weakness and foreign fund outflows amid...
PSEi Falls Below 6,000 Ahead of BSP Policy Setting
The Philippine Stock Exchange Index slipped below the 6,000 mark, closing at 5,989.56 after a 0.48% decline. Trading volume dropped to roughly $95 million, well under the year‑to‑date average of $116 million, as investors stayed on the sidelines. Geopolitical tension from the...
Alibaba & Tencent Seeking DeepSeek
Alibaba and Tencent are backing AI startup DeepSeek in a fresh financing round that values the company at roughly $20 billion. The news lifted Alibaba’s U.S.‑listed shares and sparked a $624 million net buy of Hong Kong‑listed stocks via Southbound Stock Connect....
Asian Stocks Split as US‑Iran Ceasefire Extension Fuels Caution
Asian equity markets posted mixed results on April 22, 2026, as President Donald Trump’s extension of the US‑Iran ceasefire kept investors on edge. Japan’s Nikkei 225 climbed 0.5% to 59,654, while Hong Kong’s Hang Seng slipped 1.3% to 26,138, reflecting...
HCLTech's FY26 Guidance Miss Triggers IT Stock Slide, Raising B2B Services Outlook Concerns
HCL Technologies' FY26 outlook disappointed investors, sending Indian IT shares lower and stoking worries over future B2B services revenue. The company posted a 12% revenue rise to Rs 33,981 cr ($4.1 bn) and a FY26 total contract value of $9.3 bn, but its guidance...
OmniScience Capital Forecasts 15-25% Nifty 50 Upside by March 2027
Mumbai‑based OmniScience Capital projects India’s Nifty 50 index to reach 28,000‑31,000 by FY 27, implying a 15‑25% upside from current levels. The forecast assumes earnings per share of ₹1,280‑₹1,320 (≈ $15‑$16) and price‑to‑earnings multiples of 22‑24. Growth drivers include 10‑13% earnings expansion, easing...
Decoupling and South Korea’s New Capitalism
South Korea’s equity market surged 75% in 2025, vastly outpacing the S&P 500’s 18% gain, even as the country’s GDP grew just 1%, far below the United States and global averages. The rally reflects aggressive government policies and a wave of...
China’s Sovereign ‘National Team’ Cuts Stakes Below 20% in Top Stock ETFs
Central Huijin Investment Ltd, the flagship arm of China’s sovereign wealth fund, lowered its ownership in several of the country’s largest equity ETFs to below the 20% disclosure level, according to first‑quarter filings. The move marks a retreat from a...
Nifty Wave Two Pullback Expected Shallow, 2‑3 Days
Here is a summary of the audio transcript from this morning's video briefing, broken down into Nifty analysis and market recommendations: Nifty Analysis & Market Structure Current Wave Structure: The market appears to have completed a five-wave upward move (potentially a leading...
China's State Investors Pull Back From Top ETFs
China’s “national team” has stepped back from its dominant role in the country’s biggest stock ETFs, pointing to efforts to rein in an overheated rally earlier this year https://t.co/t8uYIPCPx1
Nikkei Index Ends at Record High on Tech Gains
The Nikkei 225 closed at a record 59,585.86 points, up 0.40%, propelled by heavyweight technology stocks such as SoftBank Group. While the broader Topix slipped, the Prime Market saw gains in information‑communication and non‑ferrous metal sectors, offset by declines in...
Nifty Bank Prediction Today – April 22, 2026: Has Room to Fall. Go Long on Dips
The Nifty Bank index opened volatile on April 22, 2026, peaking at 57,400.25 before slipping to 57,095, down 0.5%. Analysts see immediate support around 56,800‑56,850, with a potential rebound to 57,700 if that zone holds. Futures mirror the spot, trading at 57,088...
AI Hype Drives Record Leveraged Bets on Korean Tech
Leveraged bets on South Korean equities jumped to a record as the return of the artificial intelligence trade prompts retail investors to chase a rally in tech heavyweights @sangmi_cha https://t.co/5MZTOlTVoi
JPMorgan Sees China Property Stabilising, Boosting Outlook for Equities.
JPMorgan sees China’s property market approaching a turning point as price declines slow and secondary‑home values rise in dozens of cities. The bank argues that stabilising housing conditions could act as a tailwind for Chinese equities, helping them outperform other...
Gift Nifty Signals Weak Start as Iran–US Talks Fail to Progress
India’s Gift Nifty opened at 24,370, down about 200 points, signaling a weak start as Iran‑US talks stalled. Analysts cite heightened geopolitical risk, the ongoing earnings season, and mixed global cues for continued volatility. Meanwhile, India‑US trade talks are advancing...
Stock Market Live: Sensex, Nifty Likely to Open Lower Amid Stalled Iran–US Talks and Weak Gift Nifty Cues
Welspun Living Ltd. (WELSPUNLIVING) has been confined to a ₹105‑₹155 ($1.27‑$1.87) price band for more than a year, but a recent 4% rally lifted the stock to ₹132.40 ($1.60). Technical analysis points to support around ₹125‑₹130 ($1.51‑$1.57) and suggests the...
Stocks to Trade: Raja Venkatraman Recommends Three Stocks for 22 April
India’s benchmark indices closed higher on April 22, with the Sensex gaining 0.96% to 79,273.33 and the Nifty 50 rising 0.87% to 24,576.60. The rally was fueled by advancing US‑Iran peace talks and broad‑based sector strength. Analyst Raja Venkatraman highlighted the result‑season backdrop...
As FPIs Continue to Sell, Outflows Likely to Rise Before Inflows Revive
Foreign portfolio investors (FPIs) dumped roughly $6.0 billion of Indian equities in the first half of April, with the financial‑services sector absorbing the bulk of $2.3 billion in outflows. Overall foreign inflows this fortnight were only $161 million, the weakest level since January 2025,...
Guizhou Xinbang Pharma Posts $16.8M Full-Year Profit Rise as Revenue Slides 6.8%
Guizhou Xinbang Pharmaceutical Co., Ltd. announced a full‑year profit of RMB120.285 million ($16.8 million), up from RMB101.381 million a year earlier, while revenue fell 6.8% to RMB5.619 billion ($787 million). The mixed results underscore pressure on Chinese drug makers to balance cost control with growth.
Not Hype, the Compute Shortage Is Real
Chinese A‑share computing‑power leasing stocks surged in mid‑April, with several firms hitting daily limit‑up as AI demand outpaces chip supply. Token consumption on platforms like OpenRouter jumped 7‑8× year‑over‑year, pushing daily usage past 140 trillion, while high‑end GPU rentals rose 40%...
Asian Markets Split as US‑Iran Talks Stall, Oil Volatility Persists
Asian equity indices posted mixed results on April 20 as uncertainty over renewed US‑Iran negotiations kept oil prices volatile. The two‑week cease‑fire set by President Trump expires at 8 p.m. ET Wednesday, and traders are weighing the risk of renewed conflict...
Equities and Dollar Unmoved by Fast-Approaching War Deadline
Equities in Asia and Europe nudged higher and the dollar ticked up 0.1‑0.2% as markets stayed steady despite the looming two‑week cease‑fire deadline in the Middle East. President Trump’s blockade of Iranian ports remains in place, while Fed Chair nominee...
TMTB Morning Wrap
Amazon announced an additional $5 billion investment in Anthropic, with an option to add up to $20 billion, bringing its total commitment to $13 billion. The deal grants Anthropic access to as much as 5 GW of current and next‑generation Trainium AI chips, and...
Gainers & Losers: Nestle, Groww and Ola Among 7 Big Movers on Tuesday
Indian equities closed higher on Tuesday, with the Nifty up 0.87% to 24,576.60 and the Sensex up 0.96% to 79,273.33. FMCG giant Nestle led gainers, jumping 7.3% after reporting a 27% YoY profit rise to about $134 million and 23% revenue...
Nifty Notches Third Straight Win, FMCG and Realty Lead the Charge
India’s benchmark indices extended their rally for a third day on April 21, with the Nifty 50 closing at 24,576.60 (+0.87%) and the Sensex at 79,273.33 (+0.96%). Gains were led by the FMCG and Realty sectors, each climbing over 2%, while Private...
PL Capital Sees Nifty at 27,080; Flags Geopolitical Risks, Crude-Led Pressures
PL Capital projects the Nifty 50 to reach 27,080 by FY 28, driven by a 15% earnings compound annual growth rate. The index has slipped 6.6% in the last quarter amid foreign fund outflows and heightened geopolitical tension, especially in West Asia....
Middle East Conflict Weighs on Thai Banks as Profits Slip
Thai banks entered 2026 with a cautious outlook after Q1 earnings fell sharply amid heightened Middle East tensions and a global energy shock. SCB X posted an 18% net‑income decline to 10.2 bn baht (≈$317 m), missing forecasts. Kasikornbank’s profit slipped 3% once...
ASX Wobbles as Oil Stocks and Gold Miners Fall, Wall Street Slips
The ASX 200 barely moved, closing at 8,949.40 after a 3.9‑point dip, as investors weighed the latest US‑Iran peace‑talks and easing oil prices. Energy giants Woodside and Santos slipped about 1.5‑1.8% while coal producers Yancoal and Whitehaven jumped 3.8% on...
Malaysian Banks Rally, Need Re‑rating to Match Regional Peers
Bank stocks seeing follow thru from yesterday. •Bursa Finance Index highest in 3wks, >20K •CIMB & Public highest since end-March. •Mid-sized RHB & AM up >1% •Still attractive DY >5%, ~1.1x PBV (large banks) As discussed recently, Malaysia’s KLCI NEEDS the banks to re-rate...
India's Sensex Nudges up 27 Points to 78,520 as Nifty Steadies Above 24,300
India's benchmark indices closed marginally higher on Monday, with the BSE Sensex gaining 26.76 points to 78,520.30 and the NSE Nifty 50 inching up 11.30 points to 24,364.85. The modest rally came despite heightened geopolitical risk from US‑Iran tensions and...
Hang Seng Surges Over 200 Points as Tech Stocks Drive Gains
Hong Kong's Hang Seng Index climbed 0.77%, adding over 200 points as major technology stocks posted double‑digit gains. The rally was reinforced by a broad lift in state‑owned bank shares and a resilient airline sector, signaling renewed investor confidence amid...
AI Chip Rally Propels KOSPI to Record High
KOSPI hits record on AI-driven chip rally; SK Hynix, Samsung lead Macro: AI memory demand and Nvidia ties fuel gains. Risks: geopolitics, sentiment reversal. Trade: buy KOSPI tech on pullback. 🚀 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
KOSPI Jumps 2.7% to Record Amid Tech Rally
Dr. KOSPI ramps another +2.7% to all-time highs as Global Tech goes full-send back into #Quad2 https://t.co/32579LZkfe
Victory Giant Surges in Debut After Biggest Hong Kong Listing This Year
Victory Giant Technology Huizhou Co., a key Nvidia supplier, debuted on the Hong Kong Stock Exchange with a $2.6 billion raise, the city’s largest listing in seven months. The stock opened at HK$336.20 (about $43) versus the HK$209.88 (≈$27) issue price,...
Asian Stocks Rise 0.8% as Investors Say Peak Uncertainty Passed Amid Middle East Tensions
Asian markets rallied on Monday, with the MSCI Asia Pacific Index gaining as much as 0.8% and the MSCI Emerging Markets Index wiping out its recent losses. Investors said the worst of geopolitical risk appears priced in, allowing a return...
Stock Market Live: Sensex, Nifty Trade Flat with Positive Bias Amid US–Iran Tensions; Crude Spike Raises Volatility Concerns
Indian equities opened lower on Monday as renewed U.S.-Iran tensions lifted Brent crude above $95, stoking inflation worries and market volatility. The BSE Sensex slipped 273 points to 78,220 and the NSE Nifty fell 106 points to 24,247, trading in...
Markets Reverse Early Losses, Sensex Climbs 377 Points by Midday; SBI, Trent Lead Gains
Indian equities erased early‑session losses on Monday, with the Sensex climbing 377 points to 78,871.23 (+0.48%) and the Nifty 50 rising 109 points to 24,462.80 (+0.45%). PSU banks powered the rally, led by State Bank of India up 3.17% on...
China’s Lending Benchmark Stability Prompts Asian Markets Growth
China’s core lending benchmark, the 7‑day repo rate, has held steady at 2.5% for the third consecutive month, reinforcing liquidity in the country’s banking system. The stability has encouraged investors to increase exposure to Asian equities, driving a 1.8% rally...
Bursa Malaysia up at Midday in Line with Regional Peers
Bursa Malaysia's FTSE Bursa Malaysia KLCI rose 0.30% to 1,700.32 points, up 5.11 points, mirroring gains in Hong Kong, South Korea, Japan and Indonesia. Turnover reached 1.75 billion shares worth RM1.33 billion (≈$293 million). Despite the rise, market breadth was negative with 604...
FII-DII Data: FIIs Turn Net Buyers for Three Straight Sessions in Indian Stock Market; Can the Buying Streak Continue?
Foreign institutional investors (FIIs) turned net buyers in India’s cash market for three consecutive sessions, purchasing ₹683.20 cr ($82 m) on April 17, ₹382.36 cr ($46 m) on April 16 and ₹666.15 cr ($80 m) on April 15. This brief reversal follows months of outflows, with FIIs having sold...
Rajesh Palviya Sees Nifty Rally Extending This Week on Strong Bullish Momentum
Indian equities extended a third straight week of gains, with the Nifty forming higher highs and lows and a bullish Marubozu candle on the weekly chart. Analyst Rajesh Palviya of Axis Securities sees the index testing 24,400, where a breakout...
BSE F&O Volumes Plunge 19‑40%, Index Options Down 19%
BSE F&O Volumes Drop 19% to 40%, Index Options Fall 19% BSE reports significant decline in futures and options trading volumes with F&O volumes dropping 19% to 40% while index options volume also falls by 19%, indicating reduced trading activity. BSE 3,516.30 -15.20 (-0.43%)
Spotting Fake Sunday Gap-Down Within 20 Minutes
Another fake Sunday night Gap-Down. We called it 20 mins after Asia open. Even the RSI pattern fits.
Nifty Has a Bit of Momentum, but Faces Resistance at 24,300-24,700
The Nifty index is gathering momentum after a four‑month decline, with analysts eyeing a critical resistance band between 24,300 and 24,700 points. A decisive break above 24,700 could propel the index toward 25,500, while a slip below the zone may...
China Posts 5% Q1 GDP Growth, Sparking Fresh Foreign Interest in Asian Shares
China's National Bureau of Statistics announced a 5% year‑on‑year GDP increase in Q1 2026, reaching 33.4 trillion yuan (about $4.8 trillion). The data prompted international buyers at the Canton Fair to voice renewed confidence in China's economic outlook, a signal that...
SJ Semiconductor to Begin Trading on Shanghai Stock Exchange on April 21
SJ Semiconductor announced it will commence trading on the Shanghai Stock Exchange on April 21, marking the latest addition of a domestic chipmaker to China's A‑share market. The debut underscores Beijing's push to grow its semiconductor sector and offers fresh...
Oriental Securities to Acquire Shanghai Securities in Share‑Cash Deal, Targeting $83 Bn Assets
Oriental Securities announced a pending share‑cash transaction to acquire 100% of Shanghai Securities, a move that could lift the combined firm's assets above $83 bn and push it into China’s top‑ten brokerages. The deal, still subject to regulatory clearance, is framed...