Asian equities traded cautiously on Friday as lingering concerns over U.S. trade tariffs and prolonged high-interest rates dampened sentiment. However, a robust earnings report from Alibaba Group (NYSE:BABA) ignited a tech-driven rally in Hong Kong, offsetting broader regional sluggishness.

Japan: Inflation vs. Mixed PMIs

Japan’s Nikkei 225 and TOPIX hovered near flatline as January’s consumer inflation surged to a two-year peak, reinforcing expectations of additional Bank of Japan (BOJ) rate hikes. Core CPI stayed firmly above the BOJ’s 2% target, aligning with its outlook for wage-inflation synergy. Despite this, February PMIs revealed factory activity contracting for an eighth month, though service-sector expansion sustained overall growth.

China & Hong Kong: AI Optimism vs. Muted Mainland

Mainland China’s CSI 300 and Shanghai Composite showed limited movement as an AI-driven rally cooled. In contrast, Hong Kong’s Hang Seng soared over 2%, fueled by Alibaba’s 8.5% leap post-earnings. The e-commerce giant’s results reignited confidence in Chinese tech stocks, amplified by the buzz around DeepSeek AI—a catalyst for foreign inflows. Baidu and Tencent mirrored gains, solidifying Hong Kong as a regional bright spot.

Broader Asia: Tariff Jitters Dominate

Regional markets treaded water amid fears of imminent U.S. tariffs on autos and semiconductors. Australia’s ASX 200 slid 0.2%, extending its losing streak, though Domain Holdings surged 50% on a $1.7B takeover bid. South Korea’s KOSPI dipped 0.2% amid political turbulence, while India’s Nifty 50 futures hinted at further declines tied to growth worries.

Global Ripples: Wall Street Weakness

Asian trade mirrored overnight Wall Street losses triggered by Trump’s tariff threats and Walmart’s underwhelming earnings. U.S. futures remained stagnant, reflecting caution ahead of policy developments.


위험 고지: 본 기사는 저자의 견해만을 반영하며, 정보 제공 목적으로만 작성되었습니다. 이는 투자 조언, 투자 리서치 또는 거래 권유를 구성하지 않으며, Markets.com 플랫폼의 입장을 대변하지도 않습니다. 주식, 지수, 외환(FX), 원자재의 거래 및 가격 예측을 고려할 때, CFD 거래에는 상당한 수준의 위험이 수반되며 모든 투자자에게 적합하지 않을 수 있음을 유의하시기 바랍니다. 레버리지 상품은 원금 손실을 초래할 수 있습니다. 과거의 성과는 미래의 결과를 보장하지 않습니다. 거래 전에 관련된 위험을 완전히 이해하고, 투자 목표와 경험 수준을 고려하십시오. 암호화폐 CFD 및 스프레드 베팅 거래는 모든 영국 소매 고객에게 제한됩니다.

최신 뉴스

US Debt Ceiling in Focus

토요일, 25 10월 2025

Indices

Trump's Sudden Russia Policy Shift: Rubio's Influence and Implications

토요일, 25 10월 2025

Indices

Global Market Review: Gold Volatility and Tech Stock Surge Amidst Economic Uncertainty

화요일, 9 9월 2025

Indices

World Index Today: FTSE 100 Rises, DAX Index Is Down, Nikkei 225 Over 43K