POPULARITY
Categories
Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"South Korea's NEET problem; the rise of ‘lifestyle' hotels in Southeast Asia" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup
史上初の5万2000円台で取引を終えた日経平均株価の終値を示すモニター、31日午後、東京都中央区31日の東京株式市場で、日経平均株価は前日比1085円73銭高の5万2411円34銭と大幅に上昇して終わった。 Japan's benchmark Nikkei 225 stock average hit a new record high for the third straight day on Friday, closing above 52,000 for the first time ever, backed by strong corporate earnings and the yen's weakening.
Japan's benchmark Nikkei 225 stock average hit a new record high for the third straight day on Friday, closing above 52,000 for the first time ever, backed by strong corporate earnings and the yen's weakening.
31/10. La tregua Usa-Cina non convince, il nodo delle terre rare. In Asia, Nikkei e Kospi da record. Wall Street riparte con slancio grazie a Amazon e Apple. A Firenze la Bce si conferma prudente: tassi fermi, arrivederci a dicembre. Oggi Eurozona al test dell'inflazione. Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 30 Oct 2025 08:15:00 -0000fullラジオNIKKEI 1735965b5224-b568-11f0-b20c-bfe326017184
就活の情報収集に自信はありますか?日経電子版から、オンラインセミナー「日経電子版 就活ゼミ」のご案内です。 https://s.nikkei.com/3WozMKp 「日経電子版 就活ゼミ」(全2回開催)では、就活やキャリアの基礎知識、情報収集のコツをわかりやすく解説します。これから就活を始める方はもちろん、就活が終盤に差し掛かっている方にもオススメです。 初回は11月4日(火)19時30分~20時30分。人事のプロが、企業分析や業界分析のコツを語ります。日経電子版の会員以外の方も無料でご参加いただけます。参加をご希望の方は、上記のリンクからお申し込みください。 ラジオNIKKEI・マネースクエアからのお知らせ(11/8(土)名古屋セミナー) 11月8日土曜日、名古屋駅徒歩7分「ツドイコ 名駅東カンファレンスセンター」でラジオNIKKEI、マネースクエア共催「全国セミナープロジェクト~あなたの街de(で)『ザ・マネー』セミナー」を開催!このセミナーに先着100名様を無料ご招待します。 参加ご希望の方は、こちらの申込フォームから https://www.radionikkei.jp/news/event/event-20251108nagoya.html 「ザ・マネー」金曜日パーソナリティ、西山孝四郎さんと、番組でおなじみマネースクエアのアナリストが今後の為替・株式相場の行方を徹底分析します。 締切は11月5日・水曜日午後5時。なお、当セミナーでは、金融商品の紹介・勧誘を行う場合がございます。 「毎日が財産になる」株式会社マネースクエア 金融商品取引業関東財務局長金商番号第2797号 当社の取扱商品は投資元本以上の損失が生じる恐れがあります。 契約締結前交付書面をよくご理解された上でお取引ください。 ■金曜担当:阿部 美鈴 神奈川県出身の大学4年生。 趣味:全国各地のハンバーグ店巡り、お笑いライブ鑑賞。 特技:相手の顔だけを見て、足の大きさを当てること。「皆さまの生活をより豊かにできるようなニュースをお伝えします!」
De japanske aktier har fart på i øjeblikket og det toneangivende Nikkei-indeks rundede tidligere på ugen en historisk milepæl. Samtidig har landet fået sin første kvindelige premierminister, der varsler nye politiske vinde. Hvad betyder det for investorerne, og giver det gode aktiemuligheder? Det diskuterer Millionærklubben blandt andet med seniorporteføljemanager i Maj Invest Valueaktier Ulrik Jensen denne onsdag. Med i studiet er også aktiechef i HC Andersen Capital Michael Friis Jørgensen, der opdaterer os på de friske regnskaber fra ind- og udland, rentemøde i USA onsdag aften og hvad der ellers flytter markedet her til morgen. Vært: Adam Geil See omnystudio.com/listener for privacy information.
就活の情報収集に自信はありますか?日経電子版から、オンラインセミナー「日経電子版 就活ゼミ」のご案内です。 https://s.nikkei.com/3WozMKp 「日経電子版 就活ゼミ」(全2回開催)では、就活やキャリアの基礎知識、情報収集のコツをわかりやすく解説します。これから就活を始める方はもちろん、就活が終盤に差し掛かっている方にもオススメです。 初回は11月4日(火)19時30分~20時30分。人事のプロが、企業分析や業界分析のコツを語ります。日経電子版の会員以外の方も無料でご参加いただけます。参加をご希望の方は、上記のリンクからお申し込みください。 ラジオNIKKEI・マネースクエアからのお知らせ(11/8(土)名古屋セミナー) 11月8日土曜日、名古屋駅徒歩7分「ツドイコ 名駅東カンファレンスセンター」でラジオNIKKEI、マネースクエア共催「全国セミナープロジェクト~あなたの街de(で)『ザ・マネー』セミナー」を開催!このセミナーに先着100名様を無料ご招待します。 参加ご希望の方は、こちらの申込フォームから https://www.radionikkei.jp/news/event/event-20251108nagoya.html 「ザ・マネー」金曜日パーソナリティ、西山孝四郎さんと、番組でおなじみマネースクエアのアナリストが今後の為替・株式相場の行方を徹底分析します。 締切は11月5日・水曜日午後5時。なお、当セミナーでは、金融商品の紹介・勧誘を行う場合がございます。 「毎日が財産になる」株式会社マネースクエア 金融商品取引業関東財務局長金商番号第2797号 当社の取扱商品は投資元本以上の損失が生じる恐れがあります。 契約締結前交付書面をよくご理解された上でお取引ください。 ■木曜担当:佐藤 可奈子 専門商社の人事(新卒採用)担当。東京で頑張る社会人6年目。趣味は運動と食べること。「平凡なOLの私だからこそ、みなさまに共感していただけるニュースを届けたいです」
米テスラは人工知能(AI)で周辺の認知からハンドルなどの操作まで担うエンド・ツー・エンド(E2E)技術について、日本の一般道でテストを始めました。テスラの課題や追いかける日本の自動車メーカーの動向について、NIKKEI Mobilityの小泉裕之編集長が解説します。NIKKEI Mobilityを2カ月無料でお試しいただけるキャンペーンを実施しています。2025年11月13日までにお申し込みされた方が対象です。期間中に解約しても解約金はかかりません。法人契約の場合は、部署単位など複数名での購読に最適なプランをご提案します。詳細はこちら:https://www.nikkei.com/promotion/service/prime/mobility/?n_cid=DSPRM1OTR_PrimeVOICE_MBスキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE(日経プライムボイス)は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週木曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。■NIKKEI Mobility編集長 小泉裕之 記者として自動車、テック・通信、流通など幅広く各業界を担当。2019〜21年に自動車業界を担当した際は、カルロス・ゴーン元会長逮捕後に経営再建を進める日産自動車の取材に奔走し、取材チームをまとめるキャップも務めた。23年10月からNIKKEI Mobilityデスク。25年4月から現職。【NIKKEI PODCAST】日経電子版Podcastポータルサイト:https://www.nikkei.com/special/podcastXアカウント:@nikkeipodcast ( https://x.com/nikkeipodcast )Instagramアカウント:@nikkeipodcast ( https://www.instagram.com/nikkeipodcast/ )■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility(小泉裕之編集長)▽脱炭素時代の変革のヒントを追うNIKKEI GX(京塚環編集長)▽最先端技術や知財戦略を探るNIKKEI Tech Foresight(久米秀尚編集長)▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance(中西豊紀編集長)▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World(檀上誠編集長)▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI(渡部加奈子編集長)
Nous discutons de la performance record de l'indice Nikkei et de l'impact de la nomination de la Première ministre japonaise sur les marchés avec l'analyste Erik Joly. Les Trends-Tendances podcasts rassemblent tous les podcasts de Trends-Tendances et de Trends Z francophone. Les journalistes vous proposent différents podcasts sur les thèmes qui dominent notre monde et notre société. Sous différents angles et avec un accent clair sur l'économie et les entreprises, sur les affaires, les finances personnelles et les investissements. De manière indépendante, pertinente, toujours constructive et tournée vers l'avenir. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
US equity futures are indicating a higher open today. Europe markets have opened higher in early trades. And Asian markets have wrapped up the day higher almost everywhere as trade tensions around the world eased significantly. US and China finalized an outline trade agreement on Sunday, which has been the factor behind the positive sentiment. Japan's Nikkei broke through 50K for the first time in a broad rally. Taiex and Kospi also at fresh record highs.Companies mentioned: Plymouth Industrial REIT, Novartis, Avidity Biosciences, SoftBank, Sony, Warner Bros Discovery
News and Updates: Amazon outage knocks out half the internet: A faulty DNS update in Amazon's DynamoDB caused a massive AWS outage, crippling services like Zoom, Alexa, Slack, and major financial platforms. Over 8 million users were affected globally, delaying flights, halting trades, and disrupting daily life. Analysts estimate losses could reach billions, reigniting calls for multi-cloud resilience—and even breaking up Big Tech. Microsoft issues urgent Windows 11 fix: An October update broke Windows Recovery Environment tools, disabling USB keyboards and mice during recovery. Microsoft rushed out patch KB5070773 to restore functionality. Users are urged to install immediately to regain recovery access and avoid potential boot or repair issues. Meta shuts down Messenger desktop apps: Messenger for Windows and macOS will shut down Dec. 15. Users must switch to web access or lose functionality. Messages will remain on Facebook accounts if secure storage is enabled. Meta gave no reason for the change, though declining desktop usage likely drove the decision. GM phases out CarPlay and Android Auto across all models: CEO Mary Barra confirmed GM will remove phone projection from all future vehicles—gas and electric—by 2028. The company is transitioning to a new unified computing platform with Google Gemini AI and in-house apps, part of its push toward a fully integrated infotainment system. GM unveils AI assistant and eyes-off driving system: At its “GM Forward” event, the automaker announced a 2028 launch for its next-gen platform featuring Google Gemini AI, hands-free “eyes-off” driving, and energy systems with home battery leasing. GM calls it a “new era of mobility,” aiming to transform vehicles into intelligent assistants. Apple slashes iPhone Air production amid weak demand: Apple is “drastically” cutting iPhone Air output to near shutdown levels after poor sales and “virtually no demand,” per Nikkei. Customers favor the iPhone 17 Pro lineup for better cameras and battery life. The ultra-thin $999 iPhone Air failed to generate excitement despite its sleek 5.6mm design.
Global stocks rose on renewed optimism that the United States and China are nearing a trade agreement. The upbeat sentiment also lifted commodity prices, with copper and oil posting gains. In contrast, Treasuries declined and gold slipped. Looking ahead, investors face a pivotal week featuring interest rate decisions from four G7 central banks and earnings reports from five of the ‘Mag-7' tech giants—Microsoft, Alphabet, Meta, Apple, and Amazon. Joining the show is Markus Wachter from our Technical Analysis team. He discusses the significance of Japan's Nikkei breaking above the 50,000-point level and shares his outlook on the Swiss franc, anticipating the end of a prolonged consolidation phase.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:25) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:32) - Technical Analysis update: Markus Wachter, Technical Analysis (09:54) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Quella di oggi è stata una buona giornata per i mercati. L'S&P 500 è salito dell'1% e il Nasdaq Composite è avanzato dell'1,6%. L'indice giapponese Nikkei 225 è salito del 2,5% superando i massimi storici. È il frutto della tregua commerciale tra Cina e Stati Uniti che molti sperano venga estesa nell'incontro di questa settimana tra Donald Trump e Xi Jinping. Una battaglia sembra essersi conclusa, quale sarà la prossima? Promozione esclusiva per gli ascoltatori di Black Box: se apri un conto FINECO con il codice FINBLACK hai 6 mesi EXTRA di canone gratuito e 10 ordini gratuiti per investire. Per maggiori info clicca qui. Mercoledì 29 ottobre alle 19, in Triennale Milano, appuntamento con una puntata live di Quello che i soldi non dicono: sul palco, i due host Chiara Albanese e Tommaso Ebhardt, in compagnia Guido Brera e Raffaele Coriglione. Iscriviti qui: https://orbita.chorawill.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore shares inched higher today, tracking advances seen in the region. The Straits Times Index was up 0.59% at 4,448.32 points at 1.07pm Singapore time, with a value turnover of S$677.25M seen in the broader market. In terms of companies to watch, we have ASL Marine, after the shipbuilder said it was working closely with the authorities regarding a fire at its Batam facility on Oct 15. Elsewhere, from how Asian markets surged on a breakthrough in US-China trade talks, with Japan and South Korea breaching key levels, to how Toyota saw worldwide production increase by more than 10 per cent in September, more international and corporate headlines in focus. Also on deck, a look ahead to corporate reports out of Singapore and the US this week. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.
Wall Street closed in record territory on Friday after cooler-than-expected inflation data in the U.S. boosted investor optimism that the Fed can continue on its rate cutting journey. The Dow Jones rose 1.01% to close at a record over 47,000 for the first time, while the S&P500 added 0.8% also at a fresh record and the Nasdaq rounded out the trifecta of records closing the day up 1.15%. September CPI in the U.S. came in at a rise of 0.3% taking annual inflation to 3%, below the 0.4% and 3.1% readings economists were expecting.In Europe on Friday markets closed higher as U.S. inflation came in lower than expected. The STOXX 600 rose 0.2%, Germany's DAX added 0.13%, the French CAC closed flat, and in the UK, the FTSE100 ended the day up 0.7%.Across the Asia region on Friday, markets closed higher as reports surfaced that trade negotiations between the U.S. and China will resume this week. Japan's Nikkei rose 1.35%, South Korea's Kospi Index added 0.11%, and Hong Kong's Hang Seng gained 0.74%.The ASX200 posted a 0.15% loss on Friday as President Trump ended trade talks with Canada and negotiations with China failed to progress on Friday especially over rare earth supplies, causing investors to remain concerned over the instability of the global trade landscape.Mount Gibson Iron tanked over 25% on Friday after the Australian iron ore producer announced a significant rockfall event at the company's Koolan Island operations has forced the halt of production at the operation of the 80-year-old mine. What to watch today:On the commodities front this morning oil is trading 0.5% lower at US$61.50/barrel, gold is down 0.34% at US$4111.89/ounce and iron ore is flat at US$105.55/tonne.The Aussie dollar has strengthened against the greenback to buy 65.47 US cents, 100.02 Japanese yen, 48.84 British pence and 1 New Zealand dollar and 14 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.3%.Trading ideas:Bell Potter has initiated coverage of Elsight (ASX:ELS) with a buy rating and a 12-month price target of $1.90 on the tech company that specialises in creating secure, continuous, and reliable communication solutions for unmanned systems like drones and robotics. Elsight is a buy from Bell Potter's analyst because it provides a mission-critical communication platform for unmanned systems, positioning it as a pure-play enabler of the rapidly expanding global drone and defence markets. With strong validation from repeat OEM orders, accelerating sales investment, and a scalable, recurring-revenue model, ELS offers compelling growth and valuation upside.Trading Central has identified a bullish signal on New Hope Corporation (ASX:NHC) following the formation of a pattern over a period of 28-days which is roughly the same amount of time the share price may rise from the close of $4.00 to the range of $4.80 to $4.95 according to standard principles of technical analysis.
On this week's episode of The MacRumors Show, we discuss the latest rumors about the iPhone Air not selling as well as Apple hoped. There have been many recent reports suggesting the iPhone Air has failed to catch on with consumers, with Apple moving to cut production due to lower-than-expected sales. The first warning sign was the ready availability of the iPhone Air at launch, suggesting lower than expected demand. Last week, Japan's Mizuho Securities said that Apple would reduce iPhone Air production by at least one million units because of underwhelming sales performance. Nikkei then reported that Apple planned to cut production significantly almost to "end-of-production levels." KeyBanc Capital Markets said that there is "virtually no demand" for the iPhone Air and that Apple would "drastically" cut production as a result. Apple analyst Ming-Chi Kuo then clarified that suppliers have been asked to reduce capacity by more than 80% between now and the first quarter of 2026, and some components with longer lead times will be discontinued by the end of 2025. Samsung is apparently seeing a similar response to its super thin iPhone Air rival, the Galaxy S25 Edge. Reports indicate that Samsung canceled a next-generation model after disappointing sales. According to Kuo, the iPhone Air's poor performance suggests that the iPhone 17 and 17 Pro models already "cover the majority of high-end user demand," so there is little room for new market segments. All of the other new iPhones are all believed to be selling better than expected, with Apple increasing up production of these models. Apple apparently planned three more iPhone Air generations, but that could now change in light of real-world sales data. We could get yet another new iPhone form factor as soon as 2026, with rumors suggesting that Apple will debut a foldable model alongside the iPhone 18 lineup.
In Ep. 108, Ray Powell and Jim Carouso interview CNN Tokyo correspondent Hanako Montgomery about the historic election of Sanae Takaichi as Japan's first female prime minister, exploring her background, conservative policies, and the geopolitical challenges she faces amid rising regional tensions and domestic economic woes. The discussion highlights Takaichi's rise: how she broke through Japan's traditional patriarchal barriers, and how she will navigate its complex domestic politics and the rapidly changing Indo-Pacific geostrategic picture.Sanae Takaichi, formerly the economic security minister, emerged as Japan's fourth prime minister since Shinzo Abe's 2020 departure, marking a milestone as the country's first woman in the role despite Japan's low G7 ranking in gender parity. Unlike many politicians who come from dynasties, her background includes a TV anchor career in the mid-1990s, where she discussed politics and society, while her parents were a police officer and a car company worker. Known for her colorful personality (including a love for motorcycles and heavy metal music), she is a self-described workaholic and Abe protégé, advocating conservative stances like revising Japan's pacifist constitution, boosting defense spending to 2% of GDP, and opposing same-sex marriage.Takaichi's election comes during a period of turmoil for the ruling Liberal Democratic Party (LDP), which lost its parliamentary majority in recent elections amid scandals like unreported slush funds and ties to controversial groups linked to Abe's assassin. The long-dominant LDP now relies on a new coalition, creating an identity crisis between its conservative roots and younger reformers. Her "Sanaenomics"--looser fiscal policies, increased government spending, and inflation relief via billions in subsidies for household items--differs from Abenomics but faces hurdles from her coalition's fiscally conservative views and Japan's demographic crisis, including low birth rates and immigration crackdowns. Markets reacted positively with the Nikkei 225 hitting records post-election, but the yen also weakened, signaling investor excitement tempered by fiscal risks.Takaichi inherits a fraught Indo-Pacific landscape, with her hawkish views on China, including criticisms of its militarization, espionage by Chinese residents, and even ugly tourist behavior, drawing Beijing's ire via state media warnings that Japan is at a "crossroads." Her April Taiwan visit, pushing defense and economic ties without U.S. centrality, has heightened tensions, though economic interdependence may prompt pragmatic diplomacy during upcoming APEC and ASEAN meetings.Takaichi previously vowed female representation in her cabinet but appointed only two women, emphasizing qualifications over gender in a male-dominated field, surprising some observers. Comparisons to Margaret Thatcher abound for her symbolic strength as a first female leader; however, there are policy differences between the two.Takaichi's tenure could reshape Japan's role amid uncertainties about U.S. commitment and China's assertiveness in areas such as the Senkaku Islands, Taiwan, and the South China Sea, with public support growing for constitutional revision and defense hikes due to perceived threats. Her success hinges on economic delivery--tackling inflation and wages--while balancing alliances.
Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:“Reforms sweep across Asian stock exchanges” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup
Thu, 23 Oct 2025 07:47:00 -0000fullラジオNIKKEI 17357dfb55b4-afe4-11f0-86e1-0bb97e30ac3f
日本語対応の生成AIの実力を測るNIKKEI Digital Governanceと米Weights & Biasesの共同プロジェクト「AI Model Score」。今回は「仕事ができるのか」という実践的な視点から、国内外62のモデルを評価しました。知識・論理力や言語力など5つ分野をもとに「総合力」スコアを算出し、ランキングを作成しています。米オープンAIや日本勢の評価はどうだったのでしょうか。中西豊紀編集長が解説します。NIKKEI Digital Governanceを2カ月無料でお試しいただけるキャンペーンを実施しています。2025年11月13日までにお申し込みされた方が対象です。期間中に解約しても解約金はかかりません。法人契約の場合は、部署単位など複数名での購読に最適なプランをご提案します。詳細はこちら:https://www.nikkei.com/promotion/service/prime/digital-governance/?n_cid=DSPRM1OTR_PrimeVOICE_DGスキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE(日経プライムボイス)は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週木曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。■NIKKEI Digital Governance編集長 中西豊紀 大阪で流通と電機、東京では金融や財界、機械業界などを取材。2012年から3年間、名古屋でトヨタ自動車を担当した。16年から4年間は米ニューヨークとシリコンバレーに駐在しモビリティーやテックの新潮流を追った。24年3月にNIKKEI Digital Governanceを創刊し、編集長に就任。【NIKKEI PODCAST】日経電子版Podcastポータルサイト:https://www.nikkei.com/special/podcastXアカウント:@nikkeipodcast ( https://x.com/nikkeipodcast )Instagramアカウント:@nikkeipodcast ( https://www.instagram.com/nikkeipodcast/ )■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility(小泉裕之編集長)▽脱炭素時代の変革のヒントを追うNIKKEI GX(京塚環編集長)▽最先端技術や知財戦略を探るNIKKEI Tech Foresight(久米秀尚編集長)▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance(中西豊紀編集長)▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World(檀上誠編集長)▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI(渡部加奈子編集長)
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore shares inched higher today even as most Asian markets recorded losses. The Straits Times Index was up 0.36% at 4,396.66 points at 2.13pm Singapore time, with a value turnover of S$826.55M seen in the broader market. In terms of counters to watch, we have CNMC Goldmine after gold and silver saw their steepest sell-off in years, with investors looking to lock their profits in. Elsewhere, from how a DBS’ Singapore report said the STI could rise to nearly 10,000 points by 2040, to how Airbus opened a second assembly line in China, more financial and corporate headlines remained in focus. Plus – how sources said Japan’s new Prime Minister Sanae Takaichi is preparing an economic stimulus package that is likely to exceed last year’s US$92 billion to help households tackle inflation. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kelvin Wong, Senior Analyst, OANDA.See omnystudio.com/listener for privacy information.
Wall Street closed lower on Wednesday as investors assessed further updates out of Washington signalling dwindling progress on the trade front between the U.S. and China. The Dow Jones lost 0.71%, the S&P500 declined 0.53% and the Nasdaq ended the day down 0.93%.In Europe overnight markets in the region closed mixed as investors assessed corporate earnings results out in the region. The STOXX 600 fell 0.2%, Germany's DAX lost 0.74%, the French CAC declined 0.63% and, in the UK, the FTSE100 ended the day up 0.93%.Asia markets traded mixed on Wednesday as investors assessed key trade data out of Japan alongside the country's new leadership transition. For September, Japanese exports increased 4.2% YoY to snap four months of declines, however, the data came in lower than economists were expecting of 4.6% growth. Japan's Nikkei closed flat on Wednesday while Hong Kong's Hang Seng fell 0.94%, South Korea's Kospi Index rose over 1.5% and India's Nifty 50 ended the day up 0.1%.The local market closed the midweek session 0.71% lower as a materials sell-off of more than 3% weighed on gains among energy and tech stocks. The price of gold slumped over 6% overnight amid widespread profit taking and strength in the USD which spooked investors into panic sell mode out of gold miners on Wednesday. Genesis Minerals, Evolution Mining and Ramelius Resources each fell over 10% at the closing bell on Wednesday.Homewares retailer Adairs (ASX:ADH) jumped 8.3% yesterday despite downgrading group sales forecast guidance for H1 to between $319.5m to $331.5m, down from the prior guidance of $324.5m to $336.5m, however margins were upgraded to the higher end of the forecast region at 59%-59.5%. Investors likely welcomed the pullback in promotional activity announced by the company amid moderated sales growth.And weaker-than-expected revenue and rising jet costs hit Air New Zealand (ASX:AIZ) yesterday with shares in the airline falling 1% after the company announced it expects to report a pre-tax loss between NZ$30m and NZ$55m for the first half. What to watch today:On the commodities front this morning oil is trading 4.25% higher at US$59.67/barrel, gold is down 0.52% at US$4103/ounce and iron ore is up 0.03% at US$105.53/tonne. The Aussie dollar has strengthened against the greenback to buy 64.92 U.S. cents, 98.64 Japanese yen, 48.51 British pence and 1 New Zealand dollar and 13 cents.Ahead of Thursday's trading session here in Australia the SPI futures are anticipating the ASX will open the day down 0.17%.Trading Ideas:Bell Potter has downgraded the rating on Aeris Resources (ASX:AIS) from a buy to a hold and have raised the 12-month price target on the copper producer following the release of the company's September quarterly report including results meeting the analysts' expectations for lower 1HFY26 production. The reason for the downgrade is simply due to recent share price appreciation of the company.Trading Central has identified a bearish signal on Viva Energy (ASX:VEA) following the formation of a pattern over a period of 22-days which is roughly the same amount of time the share price may fall from the close of $1.74 to the range of $1.54 to $1.58 according to standard principles of technical analysis.
From the BBC World Service: Japan elected its first female prime minister, Sanae Takaichi, and the Nikkei 225 index surged to a record high. But the conservative leader, who models herself after former British Prime Minister Margaret Thatcher, will have to tackle a range of economic challenges: a falling population, a rise in the cost of living, and sluggish growth. Plus, a federal green tech funding pullback in the U.S. is hitting Vice President JD Vance's hometown.
From the BBC World Service: Japan elected its first female prime minister, Sanae Takaichi, and the Nikkei 225 index surged to a record high. But the conservative leader, who models herself after former British Prime Minister Margaret Thatcher, will have to tackle a range of economic challenges: a falling population, a rise in the cost of living, and sluggish growth. Plus, a federal green tech funding pullback in the U.S. is hitting Vice President JD Vance's hometown.
In the US overnight, Wall St closed trading mixed higher as investors responded to stronger-than-expected corporate earnings results out of key names like Coca-Cola and 3M. The Dow Jones is closed up 0.47%, the S&P500 is closed flat and the Nasdaq closed down 0.16%Across Europe overnight, markets closed higher led by strong gains for defence stocks in the region. The STOXX 600 rose 0.2%, Germany's DAX added 0.3%, the French CAC climbed 0.64% and, in the UK, the FTSE100 ended the day up 0.25%. The Asia markets closed mostly higher as Japan's first female Prime Minister was announced and investors continued to assess trade negotiations in the region. Japan's Nikkei rose 0.27%, South Korea's Kospi Index added 0.24%, Hong Kong's Hang Seng gained 0.76% and China's CSI index ended the day up 1.53%. The local market extended its green run this week into Tuesday's session with the key index gaining 0.7% at the closing bell driven by the materials sector after Australia and the US agreed to invest a combined US$3bn in critical minerals projects, as part of Prime Minister Albanese's visit to the White House. Gold reset its record yesterday topping US$4381/ounce for the first time which propelled local gold miners higher, while rare earths producers were bought into on the back of the US-Australia critical minerals deal.HUB24 (ASX:HUB) surged over 10% yesterday after platform funds under administration rose 8% over the September quarter to $122bn, while DroneShield (ASX:DRO) also rose 8.7% as investors bought back into the counter-drone technology company. What to watch today:On the commodities front this morning, oil is trading 0.7% higher at US$57.42/barrel, gold is down 5.56% at US$4116/ounce as the US dollar strengthened and profit-taking kicked in following the price of the precious commodity hitting a fresh record over US$4382/ounce on yesterday, and iron ore is up 0.14% at US$105.50/tonne. Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.5%. Trading ideas:Bell Potter has maintained its buy rating on HUB24 (ASX:HUB) and increased its 12 month target price from $125 to $135 off the back of better than expected Q1 FY26 results and significant market momentum. And Trading Central have identified a bullish signal in Super Retail Group (ASX:SUL), indicating that the price may rise from the current close of $17 per share to the range of $17.80 to $18 per share over a period of 21 days, according to the standard principles of technical analysis.
Las bolsas suben el martes, alentadas por un posible alivio de las tensiones comerciales entre Estados Unidos y China y una disminución del nerviosismo en torno a los riesgos crediticios en el sector bancario. Esos factores empujan, por otro lado, al oro a la baja. En Asia, la certeza de que Sanae Takaichi se convertirá en la próxima primera ministra de Japón lleva al índice japonés Nikkei a un máximo histórico e hace mella en el yen. Lo analizamos con Nicolás López, de Singular Bank. Le preguntamos también por empresas de armamento, aprovechando resultados de las RTX, Northrop y Lockheed. ¿Tienen éstas el ciclo más maduro que las europeas? Y nos posicionamos para las cuentas que están por venir hoy. Netflix y L'Oreal. De las dos, ¿cuál va a ser más interesante seguir por lo que puedan decir de situación actual? Sigma Internacional es un fondo que logra rentabilidad en el año por encima del 25%. Lo hace sin exposición a IA. Nos lo cuenta uno de sus gestores, Gabriel Castro.
S&P futures are up +0.4% and pointing to a higher open. Asian equities began the week's trading on a high note, with Japan's Nikkei surging over +3% as political clarity boosted sentiment. Hong Kong's Hang Seng also gained +2.4%, led by sharp advances in big tech. European markets are also higher in early trade as gains are being supported by easing US-China tensions and strong momentum from Asian markets. However, the French CAC is lagging slightly, following S&P's decision to downgrade France's credit rating late last week. Companies Mentioned: Tesla, Hologic, The Cooper Cos, Boeing
APAC stocks were higher amid tailwinds from recent trade-related rhetoric, including US President Trump's comments on Friday that 100% tariffs are not sustainable and that he will be meeting with Chinese President Xi.Nikkei 225 surged to a fresh all-time high above the 49,000 level amid a reignition of the Takaichi trade with the LDP leader on track to become Japan's first female PM following an agreement to form a coalition with Japan's Innovation Party.In China, PBoC maintained LPRs as expected, whilst Chinese GDP, Industrial Production and Retail Sales either matched or topped forecasts, and the CPC Central Committee is also holding a four-day closed-door meeting through to Thursday.US President Trump said on Friday that they are getting along with China, and it looks like the meeting with China will go forward, while he could move the November 1st deadline up if he wanted. Trump added that they will make a deal that will be good for both countries and thinks they will be in a strong position in trade talks with China.Israel's Channel 12 reported that Israel was attacking Gaza, while the Israeli military said Hamas carried out multiple attacks against Israeli forces beyond the ‘yellow line', violating the ceasefire; both sides later said they will adhere to the ceasefire once again.S&P lowered France to 'A+' from 'AA-'; Outlook Stable, while it cited heightened risks to budgetary consolidation; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.8% after the cash market finished with losses of 0.8% on Friday.Looking ahead, highlights include German Producer Prices (Sep), Canadian Producer Prices (Sep), US Leading Index (Sep), New Zealand Trade (Sep), CCP 4th Plenum (20th-23rd), Speakers including ECB's Schnabel & RBA's Jones, Supply from EU & Italy, Earnings from Sandvik, Zions Bancorp & Cleveland Cliffs.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
During Episode 31 of Biotalk, Geoff Meyerson, CEO of Locust Walk, explores Asia-Pacific biotech momentum across China, Japan, and Korea, as featured in our 2025 Q3 Report: Global Trends in Biopharma Transactions Report. China: Led globally in licensing ($34.2B, 48% share), with venture financing up nearly 4x. Investor confidence rose alongside strong public market gains and creative deal structures. Japan: Shifted toward early-stage, non-core areas like dermatology and metabolic disease. Licensing values fell, but venture funding spiked 300% as the Nikkei hit record highs. Korea: Normalized after Q2 strength; modest licensing and market gains amid continued caution. Regional Takeaway: Asia-Pacific remains a bright spot—China driving deal value, Japan diversifying early innovation, and Korea stabilizing. The region reflects a measured but sustained re-engagement in biotech capital and partnerships. Listen now to gain insights into the evolving global biopharma landscape, explore our report, and we welcome the opportunity to discuss its contents with you.
Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:“Vietnam aims to lure money and tourists with policies and trains” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup
S&P futures are up +0.3% and pointing to a higher open today. Asian equities posted mixed results on Thursday, with Japan's Nikkei up +1.2% and Korea's Kospi outperforming on optimism around U.S.-South Korea trade talks. European markets opened narrowly mixed. The Trump administration maintained a hawkish stance on trade as U.S.-China tensions escalated. USTR Greer criticized China's new rare earth export restrictions, labeling them a global supply chain power grab and a violation of trade agreements. Treasury Secretary Bessent dismissed reports that China is leveraging U.S. stock market concerns to push for negotiations, asserting the U.S. won't capitulate due to market fluctuations. Companies Mentioned: Microsoft, Estée Lauder, SL Green Realty
Thu, 16 Oct 2025 09:29:00 -0000fullラジオNIKKEI 17359005b0c8-aa72-11f0-9042-23f48ebca865
S&P futures are up +0.5% and pointing to a higher open today. Asian markets posted solid gains on Wednesday, led by Japan's Nikkei and Hong Kong's Hang Seng, both up over +1.5% as tech shares rebounded. European markets are also moving higher in early trades. The French CAC is leading with a +1.5% advance as French PM Lecornu's willingness to suspend pension reform to secure political support provided some relief, though a vote of confidence is looming on Thursday. U.S.-China trade tensions continue to generate volatility, with President Trump indicating on Truth Social a potential halt to trade on cooking oil products, citing China's refusal to purchase U.S. soybeans. This follows recent threats to double tariffs in response to China's expanded rare earth restrictions, although Trump later reassured that resolution is possible. Companies Mentioned: Apple, Eli Lily, Papa John's
S&P futures are under pressure, down (1%) as risk sentiment deteriorates following Asian equity weakness and reports that Beijing imposed fees on U.S.-related shipping. China has added five U.S. units of Hanwha Ocean to its sanctions list, escalating trade tensions with the U.S. The move prohibits these entities from conducting business with China and follows reciprocal fee hikes on ships at ports by both nations. Japan's Nikkei fell near (3%) today after reopening post-holiday, while Hong Kong also dropped (1.3%). European markets mostly opened in the red with major benchmarks down near (1%).Companies Mentioned: Goldman Sachs, Broadcom, Ford, Robinhood
Het kwam uit het niets: het Chinese Wingtech is woedend op Nederland. Wat blijkt? Het ministerie van Economische Zaken en Klimaat heeft het Chinese moederbedrijf op afstand gezet van de Nijmeegse chipmaker Nexperia. Een bestuurlijke coup, vindt Wingtech. Maar volgens het ministerie was het de enige oplossing. Volgens ingewijden zou er via Nexperia namelijk belangrijk intellectueel eigendom over chips naar China lekken. Ontketent Nederland hiermee een chipoorlog? Dat zoeken we deze aflevering voor je uit. Dan gaat het ook over die andere oorlog met China... De handelsoorlog! Die is terug van (nooit echt) weggeweest. President Trump gooide een knuppel in het hoenderhok door te dreigen met nieuwe importheffingen van meer dan 100 procent. Hij is boos, omdat China stukje bij beetje weer de export van zeldzame aardmetalen afknijpt. Beleggers krijgen meteen flashbacks naar de start van die handelsoorlog. En verder vertellen we je over wéér een bedrijf dat een deal sluit met OpenAI en zo het aandeel een flinke boost geeft. Deze keer is er wel iets anders dan normaal: deze deal was eigenlijk al gesloten. Maar kennelijk maakt dat beleggers niet zo veel uit.See omnystudio.com/listener for privacy information.
Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:“ASEAN'scross-border green ‘super grid' drive” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup
Thu, 09 Oct 2025 07:54:00 -0000fullラジオNIKKEI 173536a33f4c-a4e5-11f0-b2c9-cb9e3820d21d
Send us a textAcid Breath - Kobayashi Test - 7 October 2025Government shut, data feed dead, and the market is whispering its sins. I open today's Acid Breath by reading price as confession, not scripture. Regional banks are mating for survival as Fifth Third reaches for Comerica, a fear of dying small dressed up as synergy. A trillion dollars threatens to seep from emerging world vaults into dollar stablecoins, sovereign power seeping through circuitry, not warships. Stellantis vows 10 billion to resurrect itself. Fools. This is a suicide pact with a countdown clock. Then Japan takes center stage, a forty percent yen slide and a Nikkei that feels like a séance, the no win Kobayashi test for policy where every choice bleeds. Dots connect to form a melt up that flatters before it flays, with crypto and gold crowned as strange refuges when trust itself is scarce. This is provocation, not permission, a field guide to Tuesday's hangover and tomorrow's reckoning. Listen in, breathe deep, send me your heresies.Acid Capitalist™
Onze gast heeft zijn mening wel klaar over dat vermeende AI-bubbeltje waar men wijdverspreid over spreekt. 4 miljard euro aan omzet, 8 miljard dollar verlies dit eerste half jaar. Maar ondertussen alvast een biljoen dollar aan deals de hoogoven in smijten. Dát maakt OpenAI een luchtkasteel, zegt hij. Maar ja: het is nou ook weer niet zo dat er niks is gepresenteerd op die developer day die het bedrijf van Sam Altman hield. Spotify aansturen met je stemgedreven chatbot, -eindelijk- die afspraken je agenda in spreken, een stuurprogramma voor camera's maken met puur je stem, ja, zelfs 'apps voor volwassenen' (kuch) zouden binnenkort mogelijk zijn als OpenAI even zijn leeftijdsverificatie op orde krijgt. Okay, alle apps en alles op het internet moet dus langs ChatGPT, vindt Sam. En iedereen moet ze programmeren met zijn AI-programma Codex. Maar waar zitten de verdienmodellen voor al deze foefjes? En wie wíl dat eigenlijk? Verder bespreken we opkomende markten. Want met een dalende dollar en overheidsschulden die van Washington tot Parijs tot Tokyo de lucht in schieten, kijken beleggers niet alleen naar goud (nieuw recordje vandaag) maar ook naar opkomende markten. De MSCI index, met al dat moois buiten je ontwikkelde economieën, steeg met 28 procent dit jaar. Arend Jan heeft dubbel pijn: hij gaf wel het advies erin te beleggen, maar liet het zelf na. Tot slot een excuus. We hebben het weer over Tesla gehad. Daar was dan ook wel reden voor, na al dat sluikse gedoe op X gisteren en de zogeheten grote aankondiging van vandaag. Want tja: een goedkope model Y, stut dat niet enkel de verkoop die wegvalt nu de belastingvoordeeltjes in de VS wegvallen? En hoe kán het eigenlijk dat een dalende verkoop wordt beloond met nieuwe all-time highs? AJ surfte lekker mee. Toch een beetje spanning.See omnystudio.com/listener for privacy information.
Indian markets extended gains for the third straight session on Monday, with the Nifty reclaiming the 25,000 mark, led by financials, IT, and Reliance. Despite a positive close, market breadth remained weak. Globally, cues are mixed with Japan's Nikkei hitting another record high, while European stocks reacted to political uncertainty in France. The GIFT Nifty indicates a flat-to-soft start for Indian equities. In the US, indices closed at record highs on M&A optimism. Meanwhile, Donald Trump has announced a 25% tariff on medium and heavy-duty truck imports effective November 1. Among stocks to watch, LTIMindtree will be in focus as it has secured a multi-year deal with a global entertainment leader, Bank of India and Metropolis Healthcare will react to their business updates. LG Electronics' Rs 11,607 crore IPO opens today. Also on the primary market radar, SEBI has given the green light to Lenskart and Wakefit for their upcoming IPOs. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.
France faces fresh political turmoil as PM Sébastien Lecornu resigns. Sam Fenwick hears from businesses and investors on shifting confidence in the country's economic direction.We examine the worsening conditions for women in Afghanistan, where the UN reports that the Taliban have severely restricted women's rights to work, study, and dress freely. And Japan's markets rally as Sanae Takaichi becomes the country's first female prime minister, with the Nikkei jumping nearly 5% on expectations of increased government spending and monetary easing.
The Nikkei hits an all-time high, surpassing the 48k-mark for the first time ever following the ruling LDP leadership vote which will see Sanae Takaichi installed as the country's first female prime minister. The U.S. government shutdown enters its sixth day with President Trump threatening mass federal lay-offs. In France, new prime minister Sebastien Lecornu picks his new cabinet with Macron ally Roland Lescure set to become the country's new finance ministerSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
APAC stocks began the week mixed amid several holiday closures throughout the week and the ongoing US government shutdown.Nikkei 225 rallied, JPY fell and the JGB curve steepened amid hopes of fiscal loosening and a delay to BoJ policy normalisation following Sanae Takaichi's LDP leadership victory.Crude futures gained after OPEC+ producers agreed to a modest production increase of 137k bpd in November.Israel and Hamas are preparing for mediated negotiations on Monday in Egypt; hopes for a ceasefire have increased.NEC Director Hassett commented that mass layoffs of federal workers will begin if President Trump sees that shutdown talks are going nowhere.Looking ahead, highlights include EZ Construction PMI (Sep), Sentix (Oct), Retail Sales (Aug), US Employment Trends (Sep), New Zealand NZIER (Q3), BoE's Bailey, ECB's de Guindos, Lane, Escriva & Lagarde.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Japan's ruling LDP elected Sanae Takaichi as its leader, who is set to become Japan's first female PM; Nikkei 225 +4.7%, JPY sinks.European bourses opened modestly lower and then took a hit following French PM Lecornu's decision to resign; CAC 40 -1.6%. US equity futures are modestly firmer across the board.USD has been boosted as JPY ponders looser fiscal/monetary mix and EUR hit by French political risk.10yr JGBs soared then faltered after Takaichi while OATs were sold after Lecornu resigned.Crude benchmarks gain after OPEC+ producers agreed to a modest production increase of 137k bpd in November.Looking ahead, US Employment Trends (Sep), New Zealand NZIER (Q3), Speakers including BoE's Bailey, ECB's Lagarde, Earnings from Constellation Brands.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
En die deal ziet er als volgt uit. OpenAI krijgt van AMD chips én aandelen. En daar staat tegenover: niks. Tenminste, zolang AMD niet presteert. Pas als de chips geleverd zijn, én het aandeel van AMD zo'n vier keer over de kop is gegaan, komt OpenAI met geld op de proppen. Is het het waard voor AMD om zo veel terrein weg te geven, puur om een plekje in het serverrack van OpenAI te krijgen? Dat hoor je in deze aflevering. Die deal brengt ook de nodige fronsen met zich mee. Het is namelijk nog geen twee weken geleden dat AMD's grootste concurrent, Nvidia, zelf miljarden in OpenAI investeerde. Indirect krijgt Nvidia dus zo een belang in een tegenstander. Belangenverstrengeling? Zoeken we uit. Verder hebben we het over Japan. Beleggers daar zijn dolblij met de vrouw die hun nieuwe premier moet worden. In Frankrijk zitten ze juist in de stress omdat er wéér een premier sneuvelt. En in Italië hebben ze hele andere problemen. Ze moeten misschien op zoek naar een nieuwe afzetmarkt voor hun pasta.See omnystudio.com/listener for privacy information.
Indian markets ended higher last week with Sensex and Nifty up nearly 1% each, while PSU banks and metals led the gains. We also track the global market cues - Japan's Nikkei 225 hit record highs on leadership change, Wall Street ended on a strong note last week despite the US government shutdown, and gold extended its gains for a seventh week. Bitcoin has hit a fresh all-time high, edging past the $1,25,000 mark for the first time ever. Meanwhile, the GIFT Nifty is signaling a muted start for today. Banks will remain in the spotlight as top lenders, including HDFC Bank, Kotak Mahindra Bank, PNB, and others, have released their Q2 business updates. Plus, primary market action heats up with big-ticket IPOs like Tata Capital and LG Electronics lined up this week. All that and more to set you up for the trading day.
In this week's Macro Mondays, James Brodie, James Todd, and Spyridon Kokas, break down a week of record highs and rising uncertainty. Japan's new Prime Minister, Senae Takaichi, pledged sweeping stimulus, sending the Nikkei up nearly 5% and the Yen down 2%, as debt fears grew. In Europe, French Prime Minister Lecornu resigned after less than a month, driving Euro weakness and a sell-off in French bonds, now yielding above Italy's. U.S. data remains scarce amid the government shutdown, with consumer confidence plunging and UBS pegging recession odds at 90%. Gold surged to new all-time high alongside the S&P500, Nasdaq, NVIDIA, and Bitcoin, while silver, platinum and palladium also surged higher; however, Brent struggled near $65/bbl. Bitcoin hit fresh records as liquidity flooded risk assets. With Powell set to speak and four Fed cuts priced in, the team debates whether gold's relentless rally or the market's euphoria is telling the real macro story.
S&P futures are down (0.3%) with major tech names edging lower in pre-market trading. Asian equities finished Monday mixed. Japan's Nikkei rebounded after Friday's BOJ-related drop, and the Hang Seng underperformed. Gains were seen in Australia, Taiwan, and South Korea, supported by semiconductor optimism. European benchmarks are mostly softer in early trades. Companies Mentioned: TikTok, Pfizer, Boeing, Comcast