Asia


Markets Are Shifting Views on Fed Rates, They May Not Need Cuts

Ford suspends guidance and sizes up tariffs impact, Carney meets with Trump and trade is on the agenda, more news to start your day.

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The Trump Shock Will Drive a Global Decoupling

It will be a leap into the unknown, Rabah Arezki and Tarik Youssef write in a guest commentary.

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Dollar's Tumble Evokes '90s Asian Currency Crisis. How Stocks Could Suffer.

Sharp moves in Asian currencies against the dollar will add to investor skittishness, and any new selloff in U.S. treasuries would likely derail the global stocks rally.

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Japan Shows How Treasury Bonds Could Be a Trade-War Weapon

Japan has long been the largest foreign holder of U.S. debt, currently owning $1.13 trillion.

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Estée Lauder Earnings Outlook Dims as Sales Suffer

The cosmetics company’s results beat Wall Street expectations but its forecast was downbeat.

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TSMC Stock Gets Trump Boost. Intel Thinks It Knows How to Strike Back.

Taiwan Semiconductor Manufacturing has won the backing of the Trump administration. That's bad news for Intel but it has a plan to leap ahead in chip manufacturing.

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Buy Nintendo Stock, Says Analyst. The Switch 2 Console ‘Marks a Historic Shift.’

Nintendo is poised to grow its profits significantly for the next several years following the launch of its Switch 2 console—prompting one analyst to reiterate that shares are worth snapping up.

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The Dollar Stopped Dropping. It Still Has a Perilous Path.

As long as the U.S. embraces tariffs, the dollar is likely to be under pressure.

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Bessent Says China Must Take Lead on Tariffs Talks, Hints at India Deal

Beijing is confident of hitting its 5% economic growth target this year despite the U.S. and China imposing hefty levies on each other’s exports.

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Apple Has a Plan to Dodge Tariffs. Trump Might Not Like It.

Apple now makes roughly one-in-seven iPhones in India and that could be about to ramp up sharply. 

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Micron Stock Is Rising. How Earnings From a Rival Are Helping.

Micron stock is far below the highs of more than $140 it reached last year as investors have lost confidence in the artificial-intelligence trend.

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IMF Says Global Debt Load Crossed $100 Trillion Last Year—and Could Keep Climbing. What’s at Stake.

The global debt situation is raising alarms for the International Monetary Fund.

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Is Your International Fund a U.S. Fund in Disguise? Why It Matters.

There’s a difference in the types of funds that invest overseas. Make sure you know what you’re getting into.

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Amazon and Walmart Stocks Are Casualties of Trump’s Tariffs. Here’s a Way They Could Benefit.

Amazon and Walmart might benefit from negotiations for U.S. companies to gain broader access to India’s huge e-commerce market.

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Asian Stocks Mixed as Trade Talks Continue

Tokyo's Nikkei 225 eked out gains, but exchanges in New York and London were among those closed for the Easter break.

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Trump Has Put Solar In Limbo. What It Means for First Solar, Enphase, Sunrun Earnings.

Key themes heading into earnings include tariffs, IRA uncertainty, demand for residential solar, and what Trump’s policies will mean for interest rates. 

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Why India Has an Advantage in Trump’s Tariff Wars

Washington may have a strategic interest in keeping the relationship between the two countries friendly—U.S. companies have an incentive to cultivate Indian manufacturing.

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Bitcoin and XRP Prices Slip. Here's What's Dragging Crypto Down. 

Cryptocurrencies edged down Wednesday, again mirroring global markets. 

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Nvidia Stock Rises. Trump Hails Chip Maker’s Commitment to ‘Golden Age.’

Nvidia was rising Tuesday after President Donald Trump said the chip maker's U.S. infrastructure permits would be expedited.

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LVMH Sales Fall as Uncertainty Crimps Luxury Demand

The world’s biggest conglomerate of luxury goods reported a 2% sales decline for its first quarter.

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U.S. Stocks Are No Longer a Buy, Citi Says. Where to Invest Instead.

Earnings downgrades are likely and ‘trading conditions could remain choppy’ in U.S. equities, the bank’s strategists say in a research note.

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JPMorgan, Wells Fargo, Texas Instruments, Newmont, Apple, Nvidia, Tesla, and More Stock Market Movers

JPMorgan Chase, Wells Fargo, and Morgan Stanley post better-than-expected earnings, while Apple and Nvidia trade higher even as the U.S.-China trade war intensifies.

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China’s Xi Sees Opportunity. He’s Calling Trump’s Tariff Bluff.

The tariff fiasco is an incredible opportunity for China, writes William Pesek in a guest commentary.

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2 Countries in Trump’s Tariff Crosshairs Are Bargains. You’ll Be Surprised.

China’s stocks are still down by half from their 2021 peak, and valuations look attractive. Mexico’s nearshoring relationship with the U.S. increasingly looks like it will survive the tariff war.

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TSMC Sales Soar 42%. But a Threat Hangs Over the Stock.

Taiwan Semiconductor Manufacturing, known as TSMC, reported a 42% rise in its first-quarter sales. However, a tariff threat hangs over the stock.

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