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Hong Kong stocks rose 189 points, or 0.7%, to 26,626 in early trade Wednesday, rebounding from a muted close the day before as gains in tech and consumer shares lifted sentiment. The benchmark index hit its highest in over four years ahead of a widely expected Fed rate cut later in the day and the prospect of further easing this year. Investors also awaited Friday’s call between President Trump and Xi Jinping after Washington and Beijing agreed on a framework to place TikTok under U.S.-controlled ownership. Optimism over China’s progress in AI, semiconductors, and drug innovation also helped offset concerns about the trade war and U.S. tech bans. The tech index jumped around 2%, led by SMIC (4.4%), Meituan (4.1%), and Kuaishou Tech (1.9%). Meanwhile, Chery Automobile filed for a Hong Kong IPO to raise up to HKD 9.15 billion. Upside was limited, however, by data showing the city’s jobless rate held at a near three-year high of 3.7% in the three months to August.

Hong Kong Shares Rise to Over 4-Year High on Tech Rally, Fed Bets

The South Korean won rose at around 1,380 per dollar on Wednesday, the highest level in about a month as the dollar retreated ahead of the Federal Reserve’s policy decision at the conclusion of its two-day meeting. While a 25-basis-point rate cut is fully priced in, investor attention has shifted to the Fed’s forward guidance and the pace of its easing cycle. On the domestic front, the won drew support from strong trade data as South Korea’s auto exports jumped 8.6% in August to $5.5 billion, a record for the month, driven by robust EV demand in Europe despite US tariffs. Export volumes rose 5.5% to 200,317 units, while cumulative shipments from January to August hit a record $47.7 billion.

South Korean Won Rises on Softer Dollar, Stronger Auto Exports

The benchmark KOSPI fell 1.1% to around 3,410 on Wednesday, retreating from record highs in the previous session, tracking overnight losses on Wall Street as investors turned cautious ahead of the Federal Reserve’s policy decision. The S&P 500, Nasdaq, and Dow slipped in choppy trade after the Fed began its two-day meeting, with markets largely expecting a 25 basis point cut to counter a deteriorating labor market. Still, stronger-than-expected US retail sales in August added to concerns that Chair Powell could strike a more measured tone, tempering global risk appetite and weighing on Asian equities. Domestically, the KOSPI’s retreat was also attributed to profit-taking after straight sessions of record highs. Losses in heavyweight chipmakers Samsung Electronics (-2%) and SK Hynix (-3.5%) led the decline, while other large caps such as Hanwha Aerospace (-0.8%) and Doosan Enerbility (-3.2%) also moved lower, with foreign investors turning net sellers in the local market.

South Korean Shares Weaken on Wall Street Cues and Profit-Taking

Gold fell to around $3,680 per ounce on Wednesday, likely on profit-taking after the metal notched a fresh record in the previous session and tested the $3,700 milestone. Nevertheless, the broader upward bias remained intact as markets awaited the Federal Reserve’s policy decision, with the central bank widely expected to deliver a 25bps rate cut—the first reduction of the year. Softer payroll data highlighted a weakening labor market, reinforcing expectations for multiple cuts, with markets now pricing in three reductions this year. Still, the economy shows pockets of resilience, as August retail sales rose 0.6%, while the core control group climbed 0.7%, marking a fourth straight month of growth. Investors will also watch the Fed’s new dot plot and Chair Jerome Powell’s press conference for further guidance. Meanwhile, gold has surged about 41% year-to-date, supported by strong central bank demand, safe-haven inflows, and a shift away from the weakening US dollar.

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