Asian equity markets open the quarter with mixed moves as a weak yen, Iran‑war talks and higher US Treasury yields outweigh mixed signals from China
Executive summary: Asian stock markets (Nikkei, Kospi) exhibited uneven performance at the beginning of the quarter. The movement highlights how currency shifts, geopolitical risk, US Treasury yields and Chinese signals collectively steer regional equity sentiment. Investors in Japan and South Korea, currency traders, US Treasury market participants, and Chinese policymakers. Markets will monitor the yen’s direction, the outcome of Iran‑US negotiations, evolutions in US bond yields, and forthcoming Chinese economic data for further cues.
The Nikkei and Kospi showed divergent performance at the start of the quarter, reflecting external pressures rather than domestic drivers. A depreciating yen boosted export‑oriented stocks but also raised concerns about imported inflation, while rising US yields tightened global liquidity. Meanwhile, diplomatic uncertainty over the Iran conflict and tentative cues from China added to the cautious tone, leaving regional bourses without a clear directional bias.
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- Nikkei und Kospi: Yen fällt auf 40‑Jahres-Tief – starkes Börsenquartal in Asien
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