Asian Session Summary: Monday, August 25th, 2025
Japan – Nikkei 225 +0.25%
Supported by exporting stocks despite a weakened yen (147.4/$), the Nikkei advances moderately. Hawkish comments from the BoJ governor on wage hikes strengthen expectations of monetary tightening, but don't hinder the index's rise.
China – Shanghai Composite +0.78%
The market jumps to 10-year highs, driven by a massive liquidity injection (CNY 600 billion) from the PBoC and enthusiasm for tech and AI stocks. The offshore yuan climbs to a four-week high.
Hong Kong – Hang Seng +1.90%
Tech stocks soar again amid speculation about upcoming US monetary easing. The HSI reaches a four-year high, also boosted by Chinese regulatory measures targeting abuses by e-commerce platforms.
India – Sensex +0.11%
Technical rebound after the previous session. Trade tensions with the United States weigh on the index (with tariffs expected), but domestic demand and infrastructure support it.
Session Overview
Asian markets start the week in positive territory, buoyed by optimism about a possible Fed policy pivot as early as September. Chinese and Hong Kong tech stocks lead the rise, fueling risk appetite globally.
US Futures Pre-Market
Dow Futures: -0.08%
S&P 500 Futures: -0.06%
Nasdaq 100 Futures: -0.05%
Have a good session everyone
Sylvain Mouilhaud: Stocks Coach