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The Nikkei 225 Index fell 0.1% to below 39,430 while the broader Topix Index rose 0.5% to 2,837 on Tuesday, with Japanese shares showing mixed performances as caution dominated sentiment amid ongoing global trade uncertainty and geopolitical risks. US President Donald Trump signaled openness to renewed trade talks with the European Union and other key partners, but also threatened to impose secondary tariffs of 100% on Russia if a peace deal with Ukraine is not reached within 50 days—adding to market volatility. On the domestic front, market participants awaited upcoming trade and inflation data that could offer fresh insight into the impact of US tariffs on Japan’s export-driven economy. Sector-wise, industrials and consumer-related stocks advanced, while technology shares underperformed.

Japanese Shares Mixed Amid Trade Tensions

The S&P/ASX 200 rose 0.6% to 8,623 on Tuesday, rebounding from a modest decline in the prior session and reaching its highest level in over a month. Market sentiment was lifted after US President Trump expressed openness to further trade talks with the EU and other key partners ahead of the planned 30% tariffs scheduled to take effect on August 1. Despite maintaining that the letters sent to various trading partners outline the impending tariff hikes, Trump’s remarks suggest room for diplomatic engagement. At home, sentiment also received a boost from data showing the Westpac-Melbourne Institute Consumer Sentiment Index rose 0.6% month-on-month to 93.1 in July 2025, following a 0.5% uptick in June. Among individual stocks, Block, Inc. climbed 5.5%, Wisetech Global Limited gained 2.2%, and National Australia Bank added 1%. Meanwhile, Woodside Energy Group and Santos are expected to be in focus as oil prices decline after US threats of secondary sanctions on countries buying Russian oil.

Australian Shares Hit Over One-Month High

Australia’s Westpac-Melbourne Institute Consumer Sentiment Index rose 0.6% month-over-month to a four-month peak of 93.1 in July 2025, slightly faster than a 0.5% gain in the prior month. While the mood improved a bit, the latest result highlighted clear disappointment following the central bank’s surprise move to leave rates on hold at its July meeting. Among the sub-indexes, 'family finances compared to a year ago' surged 5.0% to 79.2, and expectations for family finances over the next 12 months rose 2.6% to 101.4. Sentiment toward economic conditions over the next 12 months went up 1.8% to 94.1, but the five-year outlook fell 2.8% to 93.4. Also, the 'time to buy a major household item' index dipped 2.6% to 97.6. Unemployment expectations increased 1.0% to 128.7 but remained slightly below the long-run average of 129. Mathew Hassan, Head of Australian Macro-Forecasting, noted that the consumer mood was stuck at ‘cautiously pessimistic’ levels overall.

Australia Consumer Sentiment Edges Higher

The US government announced on Monday that it is immediately imposing a 17% duty on most imports of fresh tomatoes from Mexico after negotiations ended without an agreement to avert the tariff, as the Associated Press reported. Mexico currently supplies around 70% of the US tomato market, up from 30% two decades ago, according to the Florida Tomato Exchange. The duty stems from a longstanding US complaint about Mexico's tomato exports and is separate from the 30% base tariff on products made in Mexico and the EU that President Donald Trump announced on Saturday.

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