KOSPI Still up 78% YTD Despite 6% Drop
Korean stocks fell 6% last night. So now the KOSPI is only up 78% YTD

Indian Markets Lose Over ₹8 Lakh Crore in Two Days
On May 11, Sensex dropped 1,313 pts (1.7%) to 76,015 Nifty fell 360 pts (1.49%) to 23,816 amid global tensions and risk-off selling. Reports show ~₹6.4-8.9 lakh crore erased from BSE market cap that day alone. Cumulative over the...
Record Margin Debt Yet Bullish on Chinese Stocks
According to Bloomberg, margin debt lending in China jumped to a record 2.8 trillion yuan on Monday, extending gains into a fourth session. Risk is rising, but I continue to expect that Chinese stocks will do well over the rest...
Kuaishou to Spin Off AI Unit, Targeting $20B Valuation
China’s Kuaishou Plans Spinoff of AI Unit That Could Be Valued at $20 Billion—Kuaishou aims to list Kling in Hong Kong next year, said people familiar with the matter @raffaelehuang @Tracyyyqu https://t.co/mx6fvVNZN6 https://t.co/mx6fvVNZN6

India's Sensex Plummets, ₹
Indian stock market witnessed a massive crash today,Black Monday: ₹6.4 Lakh Crore Wiped Out as Sensex Tanks 1,313 Points.
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
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...
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

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
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

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
Nifty 50 Poised to Breach 25,000 Amid Easing Tensions
Nifty 50 is showing strong resilience, bouncing back from key support levels as geopolitical tensions ease. With a potential US-Iran peace deal on the horizon, cooling oil prices, could we see the index hit the 25,000 mark this month? Read...

Nikkei Surpasses 63,000, Sets New All‑Time High
🇯🇵 Japan’s Nikkei just hit a new all-time high. The index broke above 63,000 for the first time ever. https://t.co/iZv3bvd1ql
Public Bank Leads Malaysian Banking Rally, Earnings Outlook Strong
Malaysian banks up today. Seeing plenty of buying interest. Financial Service index highest since end-March. All banks still below pre-War level (except AM). Best performer is Public Bank +3% to RM4.94, highest in almost 2 months. •1Q earnings release on 12...