Most Asian markets climbed on Tuesday, buoyed by optimism from ongoing U.S.?China trade negotiations and reports that President Trump may roll back chip export curbs on Beijing. The advance followed a modestly positive Wall Street session, where S&P?500 futures jumped 0.5% amid buzz over potential tech?export concessions.
Trade Talks Inject Fresh Risk Appetite
High?level talks in London kicked off Monday, and President Trump signaled the discussions “went well” and would continue on Tuesday. According to The Wall Street Journal, Trump has empowered Treasury Secretary Scott?Bessent to negotiate easing some recent restrictions on semiconductors and related technology exports—an olive branch intended to persuade China to lift its rare?earth export limits in return.
Regional Index Moves
Shanghai Shenzhen CSI?300: +0.2%
Shanghai Composite: +0.1%
Hang Seng: +0.1%
Improvements in trade sentiment helped offset broader concerns ahead of Wednesday’s key U.S. consumer inflation report. You can track the exact release time of that data—along with other macroeconomic events—via the?Economics Calendar API. ?economics-calendar?
Sector and Stock Highlights
Technology and export?oriented sectors led gains, with chip?equipment names rallying on the prospect of renewed access to the vast Chinese market. For a real?time view of today’s most active Asian equities and turnover leaders, consult the?Market – Most Active API.
What to Watch Next:
Tuesday’s Trade Talks: Any statement from Trump or Chinese delegates can quickly reverse or bolster today’s gains.
U.S. Consumer Inflation (Wed): A hotter print could prompt Fed?pause doubts, undercutting risk assets; a softer result would reinforce dovish expectations.
Rare?Earth Dynamics: Watch for Chinese policy updates on critical minerals, which remain central to tech?supply chains and the broader trade calculus.
By staying tuned to policy developments and major economic releases, investors can position for the next leg of Asia’s trade?driven market moves.