📌 Asian Session Summary: June 24, 2025
Asian Market Overview
Major Asian markets benefited on Tuesday from a renewed wave of optimism following the announcement of a ceasefire between Israel and Iran, shared by President Trump, even though Tehran denied any formal agreement.
** Japan – Nikkei 225 ⬆ +1.3%**
Rise driven by geopolitical easing (Strait of Hormuz less threatened) and a tech rebound.
Active stocks: The Nikkei surpassed 38,800 points; the yen climbed back to around ¥145.5/$.
** China – Shanghai Composite ⬆ +0.9%**
Support related to geopolitical easing + anticipation of support measures via amendments to the competition law and Politburo meetings.
Affected sectors: digital platforms remain under scrutiny; real estate and finance stay cautious.
** Hong Kong – Hang Seng ⬆ +1.95%**
Strong gains driven by tech and EV stocks, while oil concerns eased.
Top stocks: Alibaba and Baidu rebounded; BYD +3.5%, Li Auto +4.8%.
** India – Sensex ⬆ +1.08%**
Rally supported by lower oil prices (and its impact on inflation), a weaker dollar, and an overall risk-on mood.
Sectors to watch: banking and infrastructure sectors benefited from improved sentiment.
** Australia – ASX 200 ⬆ +0.92%**
Recovery after five consecutive days of losses; the Australian dollar moved back above $0.648.
Macro focus: Attention turns to the May CPI indicator, expected to stay flat after three unchanged months.
Why does it matter?
Asian markets are gaining ground thanks to geopolitical de-escalation: lower oil prices are easing inflation pressures, while risk appetite is revived, also boosted by central banks' commitment to limiting rate hikes.
US Futures in pre-market (Tuesday morning)
Dow Futures: +0.9%
S&P 500 Futures: +1%
Nasdaq-100 Futures: +1.3%
Conclusion
Markets combine geopolitical easing and falling commodities, creating a positive environment this morning.
Key focus:
- Developments in the Israel–Iran ceasefire.
- Powell's statements in Congress.
- Australia CPI data.