
Financial Market Preview - Tuesday 9-Jun
FactSet’s June 9 market preview highlighted a broadly upbeat start for Asian equities, driven by a tech rebound and stronger Chinese export data. Japan’s Nikkei surged near 2%, while South Korea’s Kospi jumped 8% on semiconductor gains, and the broader region posted gains despite lingering volatility from recent sell‑offs. The Bank of Japan is expected to lift rates by 25 basis points and pause the taper of its JGB purchases, leaving monthly buying at 2.1 trillion yen. Ten‑year JGB yields rose to 2.8%, the highest in three decades, reflecting Middle‑East oil price pressures and fiscal expansion concerns. Meanwhile, China’s May exports accelerated, South Korea’s Q1 GDP was revised up, and European markets opened mixed as investors weighed corporate‑margin outlooks and geopolitical risks. Notable corporate moves include Databricks courting a new funding round at a $165‑$175 billion valuation and GSK’s $10.6 billion cash acquisition of Nuvalent. Goldman Sachs argued European corporate margins may have bottomed, while JPMorgan advised buying dips and rotating into low‑volatility stocks amid potential ECB hawkishness. The outlook suggests investors should monitor the BOJ’s policy shift, Asian tech momentum, and European margin recovery as key drivers of risk‑adjusted returns in the coming weeks.

Nifty Around 23,250, Sensex Recovers 500 Points; FMCG, Pharma Gain, Metals & Auto Gain | CNBC TV18
The broadcast opened with a market snapshot: the Nifty index hovered around 23,250, slipping just below its 23,200 support, while the Sensex clawed back roughly 500 points after a volatile start to the week. Analysts highlighted that the rupee weakened...

Francis Hunt: The Fiat Currency Collapse, 'Turbocharged' Stagflation & Monetary Metals
Francis Hunt argues that the current macro environment is engineered to accelerate a fiat‑currency collapse and usher in a period of turbocharged stagflation. He centers his analysis on South Korea, where the won is losing value while the KOSPI—dominated by...

Squawk Box Asia - 04-Jun-26
The latest Squawk Box Asia aired on June 4, 2026, centering on the psychological barriers that prevent entrepreneurs and executives from launching new initiatives. Host emphasized that the “first step” is the most daunting yet pivotal moment for any venture,...

AI Bull Run Powers Asia Stocks to Record Highs Despite Flaring Gulf Hostilities and Crypto Tumble
The Business Times podcast highlighted a mixed‑signal market day on June 3, 2026, where an AI‑driven rally lifted Asian equities to fresh peaks despite escalating Gulf tensions and a sharp cryptocurrency decline. AI‑focused indexes in Taiwan and Japan posted record highs, propelling SoftBank...

The Open: ASX to Rise with GDP in Sight 👀
Marcus Padley says global markets remain led by US technology, which investors are treating as a safe-haven growth theme despite geopolitical risks. Locally, sentiment toward Australian tech stocks and the A‑TECH ETF has improved, prompting his fund to favour broad...

BofA 2026 India Conference LIVE | Arbind Maheswari In Conversation With Nimesh Shah | N18L
The Bank of America 2026 India conference brought together more than 400 investors, a sharp rise from last year, to dissect the recent wave of foreign outflows and chart a path forward for capital into India. Speakers highlighted a...

Korean Chip Stocks Will Win No Matter Who Survives the AI Giants' 'Deathmatch': KB Financial Group
KB Financial Group’s analyst argues that South Korea’s memory‑chip giants remain undervalued and will thrive regardless of which AI heavyweight wins the emerging "deathmatch." The discussion highlighted that Micron trades around 12 × earnings while SK Hynix and Samsung hover at 6‑7 ×,...

Financial Market Preview - Thursday 28-May
Global markets opened cautiously on Thursday, May 28, after a sharp geopolitical escalation in the Gulf: the US struck Iranian military targets and Iran responded with missile and drone attacks, prompting crude to retrace recent declines, a return of the...

Stock Market Updates: All Updates From Last Hour Of Trade Today | Top News | NSE Closing Bell
Indian markets closed volatile with the index shrugging off an early sell‑off to recover from intraday lows while midcaps remained in the green. Key movers included Cummins (rising ~7–8% on upbeat numbers and orderbook visibility) and aluminium and related stocks...

The COB: Ore-Some Trades ⛏️
Australian equities edged higher after a cooler-than-expected core inflation print prompted investors to pare back bets on further RBA hikes, with the ASX 200 and Cboe Australia up around 0.4–0.5%. Markets were buoyed by strength in miners—led by BHP and...

Iran Deal Hopes Fade as US Strikes Temper Risk Appetite; Oil Rebounds, Stocks Mixed
The Business Times market focus highlighted that optimism for a near‑term US‑Iran peace deal evaporated after US forces carried out defensive strikes in southern Iran, curbing risk appetite while pushing oil higher. Brent crude surged more than 2% in Asian trade,...

Expect Nifty To Move Towards 24,500–25,800 In Coming Months: Indiacharts | CNBC TV18
Rohit Shasvatava of Indiacharts says the Nifty likely bottomed in May and has begun a new leg up, with targets of about 24,500–25,800 over the next two months as broad-market internals improve. He sees Bank Nifty breaking resistance and aiming...

The COB: Art of the Slow Deal
The COB episode opened with a market‑wide upbeat tone, noting that the Australian S&P/ASX 200 held near 8,600 while US futures, especially Nasdaq, jumped about 1.4%. Positive headlines from the United States about potential diplomatic moves in the Strait of Hormuz...

Squawk Box Asia - 22-May-26
Squawk Box Asia opened with a broad market roundup: the Dow Jones Industrial Average closed at a record high as oil prices eased, while U.S. equities showed modest gains despite mixed corporate news. The segment then shifted to geopolitics, noting...