Public Markets 3 Hours

Last updated: July 26, 2026, 11:30 PM ET

Asian Markets Navigate Policy Shifts and Tech Booms

Asian currencies traded mixed against the dollar, with potential gains anticipated amid signs of de-escalation in the U.S.-Iran conflict. In China, Contemporary Amperex Technology Co. Ltd. shares surged following and strong first-half profit forecasts, while Trip.com Group Ltd. jumped regulatory. Chinese chipmaker CXMT experienced a dramatic market debut, with shares on its first day of trading, reflecting robust demand for AI memory chips. Meanwhile, Bank Indonesia Governor Perry Warjiyo’s unexpected resignation is expected to increase market volatility and policy uncertainty. Retail investors in India as foreign buying of stocks resumed.

Private Credit and Corporate Dealmaking in Focus

The Asian private credit market has in fundraising during the first half, with investors favoring larger U.S. managers over regional funds amid bankruptcy fears. In a significant transaction, Blackstone Inc.’s private credit arm is set to acquire HSBC’s Australian loan portfolio valued at over A$30 billion ($21 . Woodside Energy Group Ltd.’s A$48.7 billion ($34 Browse gas field development was also declared a State Significant Project, paving the way for expedited approvals.

Corporate Hiring and Market Sentiment

Big companies across technology, transportation, and defense sectors, defying earlier predictions of AI-driven job losses. This renewed hiring activity comes after a year of cautious employment strategies. However, the broader market sentiment remains cautious, with stocks facing significant tests from upcoming tech earnings and the Federal Reserve’s rate decision, contributing to an.