Nikkei

• MSCI has updated its Standard Index, adding Laurus Labs, Lenskart, Adani Energy Solutions, and Groww, while removing Astral, SBI Cards, and Balkrishna Industries. • Thyrocare Technologies announced that its promoter released a pledge on 1.75 crore shares (approximately 11% of equity) on August 11, signaling improved balance-sheet strength. • Market sentiment remains positive as US corporate earnings have exceeded expectations, bolstering confidence in the broader global market outlook.

• Asian and European stock markets opened with mixed results as investors weighed geopolitical risks in the Middle East against hopes for US Federal Reserve rate cuts. • Key gains were seen in Japan's Nikkei, Taiwan's Taiex (up 1.6%), and Hong Kong's Hang Seng (up 1.1%), while Australia's S&P/ASX 200 dipped 0.3%. • Market volatility is being driven by rising oil prices and the anticipation of upcoming US inflation data, which will likely influence future monetary policy.

• Asian stock markets closed with mixed results on Friday, August 7, 2026, as investors balanced Middle East geopolitical tensions against strong corporate earnings. • China's SSE Composite and Hong Kong's Hang Seng Index recorded gains, driven largely by bargain hunting following recent market declines. • Conversely, Japan's Nikkei 225 and South Korea's KOSPI ended the session in the red due to foreign selling pressure and volatility in technology stocks.

• Southeast Asian filmmakers are seeing a surge in global interest and success driven by the widespread adoption of streaming platforms. • Local creators, such as those in Indonesia, are producing targeted content like dramas centered on infidelity to capture regional audiences. • This trend matters as it provides a scalable pathway for non-Western cinema to reach international viewers and compete with global blockbusters.

• Indonesia's initial public offering (IPO) market is experiencing a slowdown as the government implements a market overhaul to restore investor confidence. • The decline is driven by tougher listing requirements and quality reforms that are deterring potential companies from going public. • This trend occurs amidst broader policy uncertainty that is rattling investors within ASEAN's largest economy.

• Asia is entering a $5 trillion energy investment "supercycle" as the rapid expansion of AI-driven data centers creates an unprecedented surge in power demand. • Morgan Stanley analyst Mayank Maheshwari warns that the region has reached a critical inflection point where energy infrastructure cannot keep pace with AI growth. • This "power wall" threatens to stall the AI boom, as data centers require massive amounts of electricity and cooling, straining existing national grids.

• South Korea's KOSPI surged over 16% on Friday, hitting a record high and rebounding sharply after three days of declines. • The rally was driven by significant gains of over 25% for SK Hynix and Samsung Electronics, bolstered by SK Group Chairman Chey Tae-won increasing his shareholdings in SK Hynix. • Market momentum was further accelerated by the South Korean government's announcement of a new 20 trillion won investment initiative focused on AI.