Asian Session Summary: August 4, 2025
Japan – Nikkei 225 -1.39%
Sharp drop driven by concerns over new U.S. tariff increases. The Nikkei and Topix hit two-week lows, while the yen weakened. The market is cautiously awaiting the Bank of Japan’s next moves, and a stimulus budget may be announced.
China – Shanghai Composite +0.18%
Market hesitates between hopes for reform and persistent macroeconomic worries. Yuan stability and the creation of a financial stability committee by the PBoC provided mild support for equities. Investors are watching for the fourth plenum, scheduled in October.
Hong Kong – Hang Seng +0.62%
Technical rebound after four sessions of decline. Real estate and technology sectors led the gains, amid ongoing uncertainty over U.S. trade policy.
India – Sensex +0.12%
Slight rebound supported by metals, automotive, and manufacturing sectors. The market remains alert to U.S. threats of sanctions on Russian oil imports and the imposition of new taxes.
Session summary
Asian markets moved in mixed directions, under pressure from renewed trade tensions initiated by Washington. Caution prevails ahead of major economic releases (PMI, inflation) and monetary policy minutes. Prudence dominates before the European open.
US futures pre-market
Dow futures: +0.31%
S&P 500 futures: +0.36%
Nasdaq 100 futures: +0.42%
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Have a great session, everyone.
Sylvain Mouilhaud: Stock Coach