TSMC Q1 Earnings Preview Amid Record AI Compute Surge
Good morning from Taipei. TSMC reports 1Q earnings & hosts an IR call later today. The AI compute sector is at its hottest level on record. I’ll have full coverage soon after the call. Straight to your inbox from https://t.co/yt0PGDxqqi
Export‑heavy KOSPI Climbs as Domestic Economy Stalls
South Korean Kospi is up 22% in April and that's not because the economy is not affected by the Iran War but more due to the composition of the stock market. The adage of the economy is not the stock market...
Markets Shift From Fear to Fundamentals, Target Energy, Banks
Market is repricing from extreme fear back to fundamentals. What’s happening? •Unwinding of geopolitical risk built during initial escalation of war. •Talks continuing, probability of extreme outcomes declining—for now. •Stocks rebounding, USD softening, oil down from elevated levels, gold resilient. Opportunities...
2026 Market Outlook: Sweet Tooth Drives Long‑Short Strategy
"Sweet Tooth – Sweeter 2026" - Long Short Report is published took me a few days to pen it down but the it is out and goes deep into what drives markets or what markets are thinking. Read and enjoy https://t.co/FvLg3bFRq9
Super‑El Niño 2026 Threatens Asian Equity Markets
A super-El Niño is projected for 2026. This will have serious consequences for Asian equities: https://t.co/pmx3AfkBgQ
Nomura Upgrades SoftBank to Buy on Rate Hikes
$SFTBY upgraded to buy at NOMURA - We raise our rating to Buy, regard growth investments and shareholder returns in next medium-term business plan as key. SoftBank Corp has just announced mobile rate hikes. It...
Tax, Not Dollar, Is the Main Barrier to FII Inflows
Nifty has been going up in the face of an enormous rise in FII selling [annual numbers]. So the selling has not mattered but still all eyes are on FIIs. I can only think of two factors. 1.Withholding Tax [ also...
Nifty Holds 23,662 Support, Eyes 24,300 Target
Nifty Prediction For Tomorrow 10 April 2026 By Rohit Srivastava | Indiacharts The immediate and crucial support level to watch is 23,662; holding this level keeps the bullish momentum intact. If the index successfully defends this support, it is...
Manycore Targets $130M Hong Kong IPO
Hangzhou ‘Six Little Dragons’ member Manycore seeks US$130m from Hong Kong IPO The spatial design software developer is selling 161 million shares priced between HK$6.72 and HK$7.62 each, with listing set for April 17 https://t.co/t3Gwcu6MsW via @scmpnews
Chinese Stocks Can't Sustain One-Day Rally, Stay Bearish
CHINA: stocks failed to hold more than a 1-day "cease fire" squeeze and remain Bearish TREND @Hedgeye https://t.co/86yW0QnDJk
Strong Q4 Numbers Set Up PSE Breakout
Breakout in the Philippine Stock Exchange PSE PM? Honestly the Q4 numbers were strong, so I would not be surprised https://t.co/77fgs8oMBy
Asian Markets Set to Open Higher on Fragile Iran‑US Ceasefire
JUST IN: Asian markets are poised to rise at the open due to the fragile Iran-US ceasefire deal.
Rokid Targets Hong Kong IPO for AI Glasses
Chinese AI glasses maker Rokid planning Hong Kong IPO: sources | South China Morning Post https://t.co/rl1YQ27ki8
Ceasefire Sparks Asian Rally; Vietnam Gains EM Upgrade
Good morning, I woke up to the best news ever - we got a two-week ceasefire that has lit Asian and risks assets that have been languishing on the closure of the Strait. The Korean won is rallying the hardest, followed...
China Tightens Offshore Scrutiny, Dampening Tech Biotech IPOs
Stricter Chinese scrutiny of offshore vehicles a blow for tech and biotech IPO candidates Mainland’s stock market watchdog is discouraging establishment of ‘red-chip-structured’ companies in sensitive industries https://t.co/Pj3ZJqdAAm
Bullish Nifty vs Bearish Trump Sentiment: Who Prevails?
Nifty Charts are Bullish But Trump's Social is bearish - who wins? chart... https://t.co/p4x8P8EigB via @YouTube
China IPOs Surge 56% After Regulatory Easing
China IPOs jump 56% as regulator eases restrictions to drive tech innovation Funds raised on the mainland’s three exchanges in the first quarter topped 25.7 billion yuan, compared with 16.5 billion yuan a year earlier https://t.co/yJkQKKH5LK
AI and Tech Boost Hong Kong Listings to Five-Year High
AI and tech companies drive Hong Kong listings to 5-year high Primary and secondary offerings raise more than $13bn in first quarter of 2026 https://t.co/zFhtBX9P3d via @ft
Weak Yen, AI Capex Drive Japan Stock Upside
Macro: governance reform, weak yen, AI-capex support Japan equities. Key: buybacks, rising margins, supply-chain leverage. Risks: demand weakness, policy shifts. Trade: buy exporters on dips. —Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Watch These Two Metrics to Spot Nifty Bottom
In Today’s ‘Kya Lagta Hai’ sent exclusively to our smallcase and PMS subscribers we discuss the two most essential metrics to watch for our Nifty bottom. https://t.co/6ctAbLsdeY
Nexchip Seeks Hong Kong IPO to Boost Chip Output
China’s No 3 foundry Nexchip files for Hong Kong listing to scale output Wave of Chinese tech listings builds in Hong Kong as semiconductor groups plan expansion to meet domestic demand... https://t.co/rcA6r9CkE2 via @scmpnews
Nifty Poised for Steep Crash, FIIs Dump Billions
Nifty already down 13% from ATH. At this rate just 1% daily fall = Nifty to 18,000 in 20 days and 10,000 by June. FIIs sold ₹1.11 lakh cr in March alone — another ₹5 lakh cr by Diwali =...
Buy Selective Dip as AI Memory Demand Rebounds
KOSPI rebound lifts Samsung +10% & SK Hynix +9.5% after March selloff. Key: AI-driven memory demand swings; risk: OpenAI cuts pricing. Trade insight: Buy selective dip for mean reversion. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Nifty50 Remains Bearish; Await Reclaim Before Longs
Nifty50 still in a clear bearish structure with consecutive lower highs and lower lows...Price is now interacting with the 22.2k..22.3k zone, but there’s no confirmed support yet. Intraday breach shows lack of demand at this level. >> Until we see acceptance...
Iran Oil Crisis Fuels BYD’s Overseas EV Surge
BYD hails windfall as Iran oil crisis supercharges Chinese EV outlook Wang Chuanfu predicts 'another level' of overseas sales, lifting goal by 15%: sources Suddenly, fears of "overcapacity" see very very out of touch with reality... https://t.co/of19SiqP3d via @NikkeiAsia
KOSPI Slides Into MOAB Crash Mode, Down 4.3%
Dr. KOSPI down another -4.3% and moving into #MOAB Crash Mode (-19.8% from Cycle Peak) https://t.co/nYUnVFszn9
Nikkei Slides 13% in a Month, Signaling Slowdown
JAPAN: nice job getting out of this market with the Nikkei down -13.2% in the last month = #Quad3 Slowing https://t.co/ckYlpWSopM
FPIs Smash Record with ₹111,000 Cr March Sell
FPIs sell a record 111,000 cr. in March 2026. That's the highest ever in a single month, eclipsing the Oct 2024 94,000 cr. or so then. https://t.co/FOfZQAttkq
Mixed Inflation Trends Worldwide; India Trims Deficit, Growth Accelerates
🌍 Global News Update: ⦿ US 10-year Treasury yield fell to 4.32% for second session, as Powell noted long-term inflation expectations appear in check. ⦿ RBA minutes: Oil near USD 100/barrel could raise headline CPI to 5% in June quarter, with inflation...
Record-Low Insider Selling Signals Buying Opportunity
- CNN Greed & Fear ratio 9/100 - Asia insider selling/buying ratio has reached a record low of 0.16 (!) according to Smart Insider - Trump is declaring that he wants to end the war - Bill Ackman (whose track record on market...
22,359.9 Emerges as Key Nifty 50 Support Level
Looks like 22,359.9 is acting as a nearby support zone for Nifty 50. Today’s low came in at 22,453 and buyers stepped in around that area. Feels like this zone will be important if the market dips again. #Nifty50
BYD Expects 15% Export Growth over Target
BYD signaled to analysts that exports this year will probably beat its previous target by 15% https://t.co/UKsfRVFbm4
Hartalega's Surge Driven by Short Covering or Ringgit Weakness
Hartalega showing recent strength: either due to short covering or the weaker Malaysian Ringgit https://t.co/L0bif5C4cv
India’s Growth Holds, Nifty Upside Limited – Favor Quality Stocks
Macro: India’s growth intact; NIFTY shows limited near‑term upside. Drivers: rich valuations, slowing earnings, FII outflows. Risks: higher oil, tighter global liquidity. Trade: trim cyclicals; buy quality domestics. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
VNINDEX Rally Driven Mainly by Thinly Traded Vingroup
Yeah no, valuation multiples seem reasonable especially given this backdrop. The VNINDEX rally was partly due to the incredible performance of thinly traded Vingroup. The rest has not rallied as much.
Goldman Sachs Cuts TOPIX Targets on Oil Outlook
GS Japan TOPIX: We revise down 3/6/12M target to 3800/4000/4200 to reflect the latest oil price forecast https://t.co/UexBFWYIqt
Chinese Stocks Show Resilience, CSI 300 Leads Surge
Chinese stocks will be relatively resilient amid the March selloff. Heard this view a lot on shows this entire month. It's turned out to be on the money. CSI 300 is set for biggest monthly outperformance since middle of last year...
Indian Stocks Slide 9% Monthly, Prompting Exit Questions
INDIA: stocks down another -2% overnight to -9.2% in the last month - who gets you out of these country exposures? $INDA https://t.co/pQ984qpHQx
Moonshot AI Targets Hong Kong IPO Amid Tight Scrutiny
China’s Moonshot AI Seeks Listing in Hong Kong Under Heightened Scrutiny—Markets will be watching to see if the company can replicate the success of recent listings by other Chinese AI companies @Tracyyyqu @raffaelehuang https://t.co/ECrREtfSD7 https://t.co/ECrREtfSD7
Goldman Sachs Cuts India Rating, Nifty Target to 25,900
Goldman Sachs downgrades India to Market Weight and lowers NIFTY target to 25,900 from 29,300.
Yen Carry‑Trade Stress Triggers Kospi Slide, Global Ripple
Kospi just dropped 3%+. South Korea doesn't move 3% for no reason. Yen carry trade stress. Japan buying yen. Selling Treasuries to do it. Asian contagion doesn't stay in Asia. Watch $EEM. Watch $FXI. $VIX $SPY https://t.co/M3BpoEWXWm
SK Hynix Seeks US IPO, Targeting $14 Billion
SK Hynix files for US listing that source says could raise up to $14 billion https://t.co/QBH8wtKrug
China AI Stocks Surge After State Media Touts Token Boom
China’s AI Stocks Rally as State Media Highlights Surge in Token Usage - Bloomberg https://t.co/gL8DSTlUNg
Nifty50 Hovers at 22843.85 Support, Future Direction Unclear
22843.85 is a key support to watch this week on Nifty50. Today’s open: 23064.40 Current low: 23063.20 Market literally opened and kissed the same level… almost no downside follow-through so far. That’s interesting. Now the real question: Is this absorption before a move up, or just...
Pearl Abyss Shares Surge 28% After 3M Sales
Now, investors are having a "Whoopsie" moment and are currently sending the Pearl Abyss stock +27.76% up. The studio yesterday announced 3M Crimson Desert copies sold. Happens in Asian markets all the time with game stocks. (It's 11:30am Wed in Korea, trading continues)...
Naphtha Shortage Halts Plants, Sends Asian Markets Tumbling
"Petrochemical Shutdowns Spark Industry Shock, Asian Markets Plunge: Naphtha shortages force South Korea, Japan plant halts as Asian stocks crash amid supply fears" https://t.co/SZ6pwkCiSi https://t.co/se32khyggJ
Nifty Poised for Upside Breakout Above 22,800
Nifty Prediction For Tomorrow 24 March 2026 By Rohit Srivastava | Indiacharts Nifty closed the session at the critical lower boundary of its ongoing falling channel. Holding this bottom support level sets the stage for a potential upside breakout attempt....
Nifty Set to Slip Below 21800, IPOs at Risk
Are You Ready For Another Big Dent In The Portfolio? 🚨 Gift nifty showing - Big Gap Down 🔻 Eventually portfolio will also falls. ✅ Now market structure (chart) will get worse below 21800 levels (nifty) ⚠️ Very negative for IPO market also. 😥 3-4...
Asian Markets Plunge 3-4% on Shaky Monday
Had a short window to record this as we go live this Monday. Just to show: markets are in really bad shape this Monday. Japan and Korea are down 3-4% https://t.co/qr5MVM9jzS
March Market Slump: Stocks, Gold, Silver Dive, Bitcoin Flat
In March👇 Nifty Is down Gold is down Silver is down Bitcoin is sideways Paisa ja kha rha hai🤔