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The Nikkei 225 Index fell 1% to below 40,100 while the broader Topix Index lost 0.5% to 2,840 on Tuesday, with Japanese shares snapping a five-day winning streak as renewed trade tensions with the US weighed on sentiment. US President Donald Trump threatened to impose new tariffs on Japan, criticizing the country’s resistance to importing American rice. He also confirmed that the 25% tariff on Japanese auto imports would remain in place, citing the persistent trade imbalance. The warnings come just days ahead of a key deadline, with investors closely watching whether Japan can reach a trade agreement with Washington before the 24% reciprocal tariff rate is reinstated next week. On the data front, Japan’s latest Tankan survey showed an unexpected improvement in sentiment among large manufacturers in the second quarter, signaling resilience despite mounting trade pressures. Notable decliners included Lasertec (-4.1%), Disco (-1.9%), Sanrio (-3%), and Advantest (-1.8%).

Japanese Shares Drop as Trump Threatens New Tariffs

South Korea’s manufacturing sector showed signs of stabilization in June, with the S&P Global Manufacturing PMI rising to 48.7 from 47.7 in May. Although the index remained below the 50-mark that separates expansion from contraction for a fifth consecutive month, it signaled the softest deterioration in operating conditions in three months. Firms reported continued, though slower, declines in both output and new orders. Purchasing activity also weakened, as manufacturers remained cautious about building up excess inventories. Employment fell again, reversing May’s marginal uptick. On the price front, input cost inflation eased to an eight-month low, leading to only a modest increase in selling prices. Meanwhile, business confidence rebounded sharply, with sentiment toward future activity climbing to a 13-month high. Firms cited expectations of stronger sales driven by new product launches and mass production, alongside hopes for a more favorable domestic and geopolitical environment.

South Korea Manufacturing Downturn Eases in June

The S&P Global Malaysia Manufacturing PMI rose slightly to 49.3 in June 2025 from 48.8 in the previous month, marking the highest reading since February.

Malaysia Manufacturing PMI Hits 4-Month High

The au Jibun Bank Japan Manufacturing PMI was revised lower to 50.1 in June 2025, down from the preliminary estimate of 50.4 but up from May’s 49.4, marking the first expansion in the sector since May 2024. Still, the latest figure was also the highest since May 2024, supported by renewed increases in output.

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