Goldman calls July CPI encouraging, still braces for hotter core PCE
Goldman’s read reinforces the market’s post-CPI lean toward a September hold, adding a well-known sell-si ...
Asian shares diverge as chip rally lifts Kospi, Nikkei awaits US CPI
The split between Tokyo and Seoul on Wednesday captures two different reads on the same macro backdrop. Japanese inve ...
South Korea: Kospi rises for second day as Samsung Electronics jumps circa 3.6%
South Korean equities extended their advance for a second straight session, with Samsung Electronics doing much of th ...
Kosdaq circuit breaker triggered as Korean tech stocks surge. Kospi, Nikkei rise.
This is a straightforward continuation of the theme we flagged in our gold piece, where the weak US payrolls print pu ...
Asian stocks slide as Middle East jitters hit Korea, AI names weigh on Nikkei
The reversal in Korean equities, from an early rally back to sizeable losses, highlights how sensitive regional risk ...
Tokyo benchmark set for record overhaul as 600 plus names face removal
The scale of the reconstitution, potentially affecting more than 600 names, creates a multi-year overhang for Japanes ...
Japan weighs more flexibility for GPIF as pension giant reports Q1 gains
A strong GPIF quarter would reinforce the case for leaving its benchmark portfolio untouched, reducing the near-term ...
Asian tech stocks tumble as AI spending fears hit Nikkei, KOSPI
The sharp declines in SoftBank, Tokyo Electron and Advantest alongside a steep drop in Samsung Electronics and SK Hyn ...
Fitch says Korea equity volatility poses limited near-term credit risk
Fitch’s assessment suggests the recent Korean equity volatility is unlikely to trigger broader financial instab ...
LDP lawmaker floats BOJ ETF sales to fund Japan tax cut
Any acceleration of BOJ ETF sales beyond the current pace of around 330 billion yen annually could introduce fresh su ...
CITIC Securities warns that South Korea’s equity deleveraging liquidation still incomplete
CITIC’s warning suggests Korean equities remain vulnerable to further bouts of forced selling, with liquidation ...
UBS on five reasons the equity rally has further to run
UBS’s constructive stance suggests the bank sees limited near term downside for equities, with easing Hormuz-re ...