Asian markets started the day with a mix of cautious optimism and volatility as ongoing shifts in global supply chains reshape trade dynamics. Key export hubs like Shanghai and Singapore reported fluctuating volumes, reflecting uncertainties from geopolitical tensions and inventory adjustments by multinational corporations. Investors are closely monitoring semiconductor shipments and raw material flows, which continue to be disrupted by new trade policies and logistical bottlenecks. Meanwhile, currencies across the region saw minor swings as central banks weigh interventions amid inflationary pressures.

Critical factors influencing today’s trade activity include:

  • Supply chain diversification efforts accelerating in Southeast Asia
  • Heightened scrutiny on cross-border tech components
  • Energy price volatility affecting shipping costs
  • Emerging trade agreements…