Stocks - Asia

Stocks

The Nikkei Hit a Record High. The Stock That Got It There Sells Air Conditioners

Elliott took a 3% stake in Daikin and demanded a ¥1 trillion buyback. The stock surged 14%. The Nikkei hit 59,518, a record. Japan's governance shift is real.
Stocks

Japan’s Market Lost 3.4 Percent on Thursday.The Bank of Japan Blamed a War It Has No Power to Stop.

The Nikkei fell 3.4% as Iran struck Gulf energy sites and oil hit $113. The BOJ held at 0.75% and named the war directly. Japan imports nearly all its fuel
Stocks

BYD Took Tesla’s Crown and Then Lost the Plot at Home

BYD outsold Tesla by 600,000 EVs in 2025, then saw domestic sales crash 62% in January as Xiaomi's YU7 took China's top spot. Blade Battery 2.0 is the reply.
Stocks

The Market Spent Two Weeks Watching Oil. Samsung and SK Hynix Have a Helium Problem.

South Korea imports 64.7% of its helium from Qatar. Qatar's Ras Laffan facility has been offline since March 2. Samsung and SK Hynix have six months of stockpiles. The AI chip trade has a supply chain problem that has nothing to do with oil prices.
Stocks

Minus 92,000 Jobs. Plus 77% AI Revenue. Same Friday.

US payrolls fell 92,000 in February. The Dow dropped 880 points. Then Broadcom's AI revenue surged 77% and the Nasdaq reversed. Two economies, one index.
Stocks

Seoul’s $22 Billion Margin Bet Just Blew Up in the Worst KOSPI Crash on Record

South Korea's KOSPI crashed 12.1% — its worst day ever — as $22 billion in margin debt met an oil shock. Circuit breakers fired. The won hit 1,500.
Stocks

The Exchange That Runs Everyone Else’s IPO Is Finally Getting Its Own.

NSE kicks off its $2.5B IPO process after a decade of delays — as Asia Pacific listings hit $90B and Manila rewrites float rules to lure mega-caps.
Stocks

Samsung Won the DRAM War. Now Nobody Can Afford the Product.

Samsung reclaims the DRAM crown with $19.3B in Q4 sales — as AI-driven shortages push memory prices up 90–100% and reshape consumer electronics in 2026.
Asia Pacific

India’s Stock Market Seeks New Catalysts Despite Strong GDP Outlook

Indian equities hover near 82,800 after FIIs pulled a record $18 billion in 2025 — yet the government just unveiled a $200 billion AI infrastructure push, Morgan Stanley targets Sensex at 95,000, and corporate earnings are expected to rebound 12–15%.