Margin debt taken out by retail investors in Korea to purchase stocks has reached a historic high.

It is very likely that Japan's Ministry of Finance will intervene in currency markets to support the yen.

The central banks of South Korea and Japan are potentially behind the curve in their monetary policy decisions.

Upcoming IPOs for SpaceX, OpenAI, and Anthropic could cause capital to flow out of the Korean market.

Large fund inflows into leveraged ETFs listed in Hong Kong and Korea have made them large enough that their rebalancing flows could exacerbate daily market gains or losses.

Two large Chinese memory chip makers, Changxin Memory and Yanzhi Memory, are expected to debut via IPOs in mainland China within the next couple of months.

SpaceX has increased its IPO allocation for Japanese retail investors from $2 billion to $2.5 billion, with Mizuho managing the offering.

Chinese chipmakers like Changxin Memory and Yanzhi Memory supply components to global technology companies, including Intel.

The recent jump in crude oil prices is adding to inflationary pressures and complicating central bank decisions in Asia.

Chinese regulators have given mainland traders a two-year timeframe to close their overseas accounts or liquidate their shares.

The AI market is shifting from the training stage, dominated by Nvidia GPUs made by TSMC, to the inference stage, which will create demand for a broader supply chain including CPUs from companies like...

Bloomberg Intelligence estimates that $1 trillion of 'hot money' exited China in 2025, marking the largest outflow since 2006.

Investors are looking beyond large AI hardware companies like TSMC and Samsung to smaller, niche firms in areas like semiconductor materials, analog chips, and servers.

Huawei's roadmap for its new semiconductor technology targets a rollout in the next decade, around 2031, and is still expected to lag behind TSMC's technology at that time.

China does not have access to ASML's EUV machines due to export controls from the United States.

MediaTek, a smaller rival to TSMC in Taiwan, has seen its stock price increase by more than 150%.

Investors are treating India as a funding market, selling Indian equities to invest in Taiwanese and Korean equities.

South Korea is set to launch single stock leveraged ETFs for the first time.