Asia Stocks

Earnings from the “Magnificent Seven” members, Microsoft and Meta, later on Jul 29 will be a key test of the AI trade.

Capital Markets & Currencies

Asian stock rout deepens as AI worries grip markets

The region’s chipmakers are central to 2026’s tech-driven rally and more recent concerns about its staying power

2026-07-29T06:06:30.000Z

UPDATED 12 hours ago

“The latest sell-off in chipmakers shows that doubts over spending, returns and valuations are still deepening rather than fading,” said a Vantage Global Prime analyst.

Capital Markets & Currencies

SK Hynix, Samsung Electronics retreat as chip sell-off weighs on Asian stocks

Investors increasingly seek signs that AI spenders can justify the billions of dollars poured into the technology

2026-07-28T02:04:48.000Z

A recent sell-off in AI stocks rekindled doubts over whether billions of dollars poured into infrastructure will generate commensurate returns.

Capital Markets & Currencies

Asian stocks rise as Iran tensions ease

Investors are awaiting earnings from megacap technology firms after a recent backlash against heavy AI spending

2026-07-27T08:10:17.000Z

South-east Asian stocks are on track for their best monthly performance against broader Asian peers in 24 years, with Indonesia one of the world’s top performers in July.

Companies & Markets

Big Asia stock funds turn to laggards to cut risk from AI swings

[HONG KONG] Investors in Asia are snapping up stocks from Indonesian banks to Chinese e-commerce titans and Indian technology firms, trimming bets on popular artificial intelligence trades which have ...

2026-07-25T06:05:00.000Z

Which Asian economies are proving most resilient to higher oil prices?

Podcasts

Oil at US$100, new tariffs and a yen at a 40-year low: Barclays on what Asia faces next

Oil hitting 8-week highs, US earnings raising AI capex concerns, and Tariffs - Claressa Monteiro gets this week’s market signals from Mitul Kotecha from Barclays.

2026-07-24T09:46:00.000Z