Asian Session Summary: June 9, 2025
Asian Markets Overview
Asian markets ended higher on Monday, buoyed by renewed optimism surrounding trade relations between Washington and Beijing, as talks resume today in London. Investors also digested mixed macroeconomic data, especially from Japan and China.
Japan – Nikkei 225 +0.89%
Japanese stocks climbed for a second session in a row, boosted by an upward revision to Q1 GDP (0% vs. -0.2% initially) and a stronger yen above 144.5/USD. However, a weak current account balance and ongoing pressure in the services sector limited gains.
Stocks in focus: Sony +1.2%, SoftBank +0.8%
China – Shanghai Composite +0.33%
Chinese markets advanced as Beijing and Washington kick off new trade talks. The offshore yuan strengthened, overshadowing worries over sluggish inflation (CPI down for the fourth straight month) and producer prices at a two-year low.
Affected sectors: Technology (+1.1%), consumption (-0.6%), exports (+0.9%)
Hong Kong – Hang Seng +0.96%
The Hang Seng surged to a 12-week high on technical buying and hopes for easing trade tensions. All components of the index finished in the green.
Top stocks: Alibaba +2.5%, Tencent +1.8%, Meituan +1.4%
India – Sensex +0.47%
The Indian index posted moderate gains, supported by banking and infrastructure sectors amid resilient domestic consumption.
Stocks to watch: Tata Steel +0.9%, HDFC Bank +1.1%
Why is this important?
The resumption of China-US negotiations sends a positive signal to global markets, easing fears of a slowdown in China. Asian markets remain sensitive to deteriorating economic data, especially in inflation and external trade.
US Futures Pre-market
Dow Futures: -0.13%
S&P 500 Futures: -0.15%
Nasdaq 100 Futures: -0.22%
Conclusion
The markets are starting the week with cautious optimism: US-China talks provide a morale boost to investors, but economic fundamentals remain mixed (Chinese inflation, Japanese GDP). Upcoming US inflation numbers (CPI Wednesday, PPI Friday) could reignite volatility.
Sectors at risk: cyclical consumption, Chinese tech under regulatory scrutiny.
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Have a great session everyone
Sylvain Mouilhaud: Equity Coach