Asia Market Movers: Equites getting hit. South Korea Kospi dumped 6%. Japan's Nikkei down more than 2.5%

Thursday, 02 Jul, 2026 Stock market update Equites getting hit. South Korea Kospi dumped 6%. Japan's Nikkei down more than 2.5% Heading into the Asian morning the US Nasdaq declined the worst on Wednesday . Earlier: Korea inflation hits 2.5-year high as Goldman flags chip stock outflow risk Stock market update JPMorgan sees dot-com era warning as AI hardware stocks diverge from spenders JPMorgan's flagged divergence puts fresh focus on hyperscaler share price behaviour into the summer, with framing of individual stock charts for Meta, Microsoft, Amazon and Alphabet as the key signal Learn more Central Banks PBOC is expected to set the USD/CNY reference rate at 6.7929 – Reuters estimate The People’s Bank of China is due to set the daily USD/CNY reference rate at around 0115 GMT (2115 US Eastern time), a fixing that remains one of the most closely watched signals in Asian foreign exch Stock market update Korea inflation hits 2.5-year high as Goldman flags chip stock outflow risk Accelerating inflation strengthens the case for a Bank of Korea hike at the July 16 meeting, with two board members already dissenting in favour of a move in May and roughly two thirds of economists s Stock market update UBS stays bullish on stocks after best quarter in six years, sees rally broadening UBS expects AI-related capex to approach USD 1 trillion next year, arguing capacity constraints across the AI supply chain support further gains in AI-linked equities even as concerns about capex sust Stocks Apple talks to buy memory chips from Pentagon blacklisted Chinese suppliers. Cook cooked? The move underscores how severely the AI driven memory crunch is reshaping supply chains for consumer electronics makers, with Apple's willingness to engage blacklisted suppliers signalling just how c News New Zealand building permits fall in May, down 4% m/m (prior +10.9) Data via Stats NZ. Number of new dwelling consents approved in New Zealand fell 4% m/m in May 2026 rose 20.6% y/y Commodities Recap: US, Iran end Doha talks with no breakthrough as Hormuz status stays unclear Oil prices dropped to a four month low following Trump's comments downplaying the risk of renewed conflict, with analysts cutting price forecasts for the first time since the war began. The unresolved Learn more Stock market update Equity market bargains grow scarce as AI boom lifts stocks to fresh highs Equity markets have already run hard on the back of the US profit cycle and AI driven demand, leaving strategists warning that valuations offer fewer bargains than earlier in the cycle. Bond markets a

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