Asian Equisies Opened Mixed on Monday, with Japan’s Nikkei 225 Advancing While South Korea’s Kospi Fell As Investors Weighed Ongoing Geopolitical Talks Alongsis Shifting Expectations for Us Interest-Rate Piss.
The Divergence Reflects to Cautious Risk Tone Across The Region at The Start of the Week, with Traders Balancing Hopes for Policy Support Against Signs of Uneven Growth Momentum.
In Tokyo, The Nikkei 225 Signed As Investors Rotated into Large-Cap Exporters, Supported by a Softer Yen and Resilient us equity futures that have been Buoyed by Bets on Federal Potential Reserve Easing Ahead.
Gains Were More Measured On The Broader Topix, consisting with Recent sessions where tech-heavy names and global Earners outperformed domestically oriented Shares.
SEOUL LAGGED AS THE KOSPI AND KOSDAQ RECTREATED, WITH PROFIT-TAKING EVIDENT IN SELECT CHIP AND INTERNET NAMES FOLLOWING A STRONG MULTI-WEEK RUN; The Pullback Also Tracked a Modest Consolidation in Global Risk Appetite after Robust Period for Unchmarks.
Futures Poeded to a Cautiously Positive Open in Hong Kong, Suggesting Dip-Buying Interst Could emerges in China-Sensitive Cyclicals If Headline Risk RemaS Contained.
In Rates and Macro, US Rate-Cut Expectations Continued to Underpina sentiment After Cooling in the Labor Market and Limited Pass-Through From Tariffs into Headline Inflation, A Mix That has reinforced Hopes for a Policot Pivot As Early as Next Month. The Backdrop Helped Cushion Broader Risk Assets Even As Commodity-Linked Markets and Defensives Saw Selective Flows on Geopolitical Caution.
