China, Japan and the rest of Asia — growth, policy and the export channel.
101 report(s) in the archive
Hang Seng sank to an oversold reading near 23,876 even as Japanese shares jumped on hopes the Federal Reserve will hold off raising rates.
Asian markets rose broadly after weak US jobs data lowered expectations the Federal Reserve will raise interest rates, with Japanese shares leading gains.
The Dutch coatings maker is moving to shed a regional business as Nippon Paint looks to expand its footprint in the region.
AkzoNobel is close to selling its Southeast Asian paints unit to Japan's Nippon Paint in a deal reportedly worth more than $1 billion.
The Japanese investor finished the final tranche of its OpenAI stake, but investors sold the stock rather than cheered the milestone.
SoftBank completed the final phase of its $30 billion investment in OpenAI, and its shares slid on the news rather than rose.
Hong Kong shares fell 3% while the yen firmed, as investors positioned unevenly across the region before the US payrolls release.
Hong Kong stocks dropped 3% and the Japanese yen strengthened on stronger-than-expected inflation data, while the US dollar stayed muted ahead of the upcoming jobs report.
The WeChat owner's deal gives it access to Oracle's regional data centers as it races ByteDance and Alibaba on AI infrastructure, the Financial Times reported.
Tencent has agreed to lease 100,000 chips from Oracle for roughly $7 billion to expand its AI computing capacity, according to the Financial Times.
A stronger dollar added pressure on corn even as the crop-specific exclusion drove the bigger move in soybeans.
Soybean futures fell after traders found the new US-China trade deal does not cover the crop, while corn futures dropped on that soybean weakness plus a stronger dollar.
The agreement lowers levies on a wide range of goods from foie gras to camels, yet the farm product both sides fought hardest over stays untouched.
Washington and Beijing agreed to cut tariffs on roughly $60 billion of non-sensitive goods, but China's exclusion of soybeans from the deal leaves the biggest US farm export dispute unresolved.
The Japanese motor maker's stock fell sharply after a report detailed a writedown far larger than analysts had penciled in.
Nidec stock dropped 18% after a report said the company faces a $6.3 billion impairment charge.
Samsung Electronics and SK Hynix both fell in the same session, dragging the region's chip sector down alongside broader worries about AI infrastructure spending.
Samsung Electronics and SK Hynix shares slid as an OpenAI pause on chip-related buildout revived concerns that AI-driven semiconductor demand may be cooling faster than investors expected.
July minutes reveal policymakers debated moving faster on rates even as Japan's corporate services inflation hit a two-year high.
Bank of Japan minutes from July showed board members debated the need for faster interest rate hikes, a discussion that comes as Japan's corporate services inflation reached a two-year high.
A relaxation of Beijing's informal restrictions could reopen a major revenue channel for Nvidia that has been effectively closed to its most advanced processors.
China may permit Alibaba and ByteDance to purchase new Nvidia chips, according to The Information, a shift that could restore demand from two of the country's largest AI buyers.
The agreement came alongside a visit by Chinese President Xi Jinping, marking the first formal AI dialogue between the two governments.
Washington and Beijing agreed to a $30 billion tariff reduction and launched a new bilateral dialogue on artificial intelligence policy.
Beijing has committed to 10 million tons of American coal over two years, while Taiwan says continued US arms sales still serve Washington's own interests.
China has agreed to buy 10 million tons of US coal in 2027 and 2028, a concrete trade commitment emerging from the recent Trump-Xi summit.
A rout in Japanese government bonds spilled into currency markets and equities across the region on September 24, with the yen nearing a level not seen in months.
The yen weakened toward 160 per dollar as a bond selloff in Japan intersected with a broader dollar rally, pulling Asian stocks lower even as the Trump-Xi summit failed to lift sentiment.
Analysts flagged a China-specific risk for Broadcom beyond margin pressure, while a separate note questioned whether AMD's AI spending cycle can keep accelerating.
Seeking Alpha analysis published this week argues Broadcom faces a new China-related risk to its AI story beyond margins, and separately that AMD's AI spending cycle could hit a wall, while Arm shares slid in the same period.
Rising U.S. yields drove a selloff in Chinese technology and semiconductor names even as Korea moved forward with a $22 billion Texas gas plant tied to its tariff pledge to Washington.
Chinese tech and chip stocks fell as surging U.S. Treasury yields pulled capital away from higher-risk Asian equities.
Stronger-than-expected September activity data revived inflation and rate-hike bets, pushing the dollar to its strongest level since July and sending Japanese bond yields to a 30-year high.
The U.S. flash PMI for September pointed to the fastest growth in more than five years, reviving inflation fears and pushing the dollar to a two-month high while Japanese 10-year bond yields hit a 30-year high on bets for more Bank of Japan rate hikes.
The Japanese conglomerate is borrowing heavily to expand its bet on OpenAI, and investors are buying into the plan for now.
SoftBank Group issued $11.1 billion in bonds to finance its investment in OpenAI, and its shares rose sharply in response.
Beijing's review, reported by the Financial Times, adds Broadcom to the list of U.S. chip suppliers facing scrutiny in China.
China is surveying how state-backed data centers use Broadcom switches, the Financial Times reported, raising the risk of restrictions on the U.S. chipmaker's networking gear.
A Wall Street AI rally carried into the September 21 Asia session, with LG Electronics jumping on a Nvidia cooling-technology endorsement.
AMD's market capitalization crossed $1 trillion as chip stocks across Wall Street and Asia rallied together on September 21.