Japan's Nikkei 225 rose about 1.8% on September 29 while South Korea's KOSPI declined 0.27% to 6,870.81. Regional markets reacted to elevated US Treasury yields, higher oil prices from Middle East tensions, and ongoing inflation worries tied to potential further central bank tightening.
What it moves
xyz:JP225, xyz:EWY, xyz:KR200, xyz:NVDA, xyz:TSM, xyz:ASML, xyz:ARM, xyz:SMH, xyz:SOXX, xyz:SP500, BTC, ETH
Bull vs bear
Bulls see the Nikkei outperformance as risk-on resilience in Asia tech and export names despite higher yields. Bears read the KOSPI drop and broad yield pressure as confirmation that sticky inflation and oil shocks will keep central banks hawkish, weighing on growth-sensitive crypto and equities.