Asian markets started the week strong, buoyed by a weaker dollar, China's ongoing recovery, and a shift from U.S.-centric trades. Japan's Q4 GDP data, expected to show 1.0% annualized growth, is a key focus, with business investment offsetting weak consumption.
The dollar hit a two-month low due to delays in U.S. tariff implementations, marking its longest losing streak since August. Emerging market currencies are rising against the greenback, except for the Indian rupee. The MSCI Asia ex-Japan index surged 8% over the past month, while Hong Kong's Hang Seng jumped 20%, and its tech index soared 30%.
China's tech giants Baidu, Alibaba, Tencent, and Xiaomi (BATX) have gained 22% since Trump's inauguration, outperforming America's 'Magnificent Seven,' which remained flat. Analysts highlight that BATX's $1 trillion market cap pales in comparison to the Mag Seven's $17 trillion, indicating potential growth if China continues excelling in AI.
Taiwan Semiconductor Manufacturing Co and Broadcom are reportedly exploring deals that could split Intel, further shaking up the global chip industry. Geopolitical tensions in the Russia-Ukraine war remain in focus as French President Macron hosts an emergency European summit, with peace talks seemingly limited to the U.S. and Russia. Prospects of peace are driving oil and the dollar lower while boosting European and Asian stocks.
Key upcoming data include Japan and Thailand's Q4 GDP figures, which could further influence market trends. Investors are keenly watching these developments as Asian markets continue their upward trajectory.


Dollar Steadies Ahead of ECB and BoE Decisions as Markets Turn Risk-Off
Russian Stocks End Mixed as MOEX Index Closes Flat Amid Commodity Strength
Fed Governor Lisa Cook Warns Inflation Risks Remain as Rates Stay Steady
Thailand Inflation Remains Negative for 10th Straight Month in January
Gold Prices Slide Below $5,000 as Strong Dollar and Central Bank Outlook Weigh on Metals
Gold and Silver Prices Rebound After Volatile Week Triggered by Fed Nomination
Oil Prices Slide on US-Iran Talks, Dollar Strength and Profit-Taking Pressure
South Korea’s Weak Won Struggles as Retail Investors Pour Money Into U.S. Stocks
South Korea Assures U.S. on Trade Deal Commitments Amid Tariff Concerns
Asian Stocks Slip as Tech Rout Deepens, Japan Steadies Ahead of Election
Singapore Budget 2026 Set for Fiscal Prudence as Growth Remains Resilient
Japanese Pharmaceutical Stocks Slide as TrumpRx.gov Launch Sparks Market Concerns
China Extends Gold Buying Streak as Reserves Surge Despite Volatile Prices
India–U.S. Interim Trade Pact Cuts Auto Tariffs but Leaves Tesla Out
U.S.-India Trade Framework Signals Major Shift in Tariffs, Energy, and Supply Chains
RBI Holds Repo Rate at 5.25% as India’s Growth Outlook Strengthens After U.S. Trade Deal
Silver Prices Plunge in Asian Trade as Dollar Strength Triggers Fresh Precious Metals Sell-Off 



