Asian stock markets opened strongly on Monday, 9 November, as investors returned to technology shares following last week’s dramatic sell-off. Japan, South Korea and Taiwan led the recovery, supported by a rebound on Wall Street and renewed buying in semiconductor companies. However, uncertainty surrounding artificial intelligence investment, US monetary policy and geopolitical tensions continued to influence market sentiment across the region.
Japan’s Nikkei leads regional recovery
Japan’s Nikkei 225 surged approximately 3.5% during Monday’s morning trading, recovering part of Friday’s steep decline.
Technology and industrial companies attracted renewed interest as investors reassessed the previous week’s losses.
The recovery followed concerns that tighter regulation of artificial intelligence and data centre construction in the United States could affect Japanese technology suppliers.
Despite the rebound, investors remained cautious about whether technology valuations could withstand increasing financing costs and weaker expectations for AI infrastructure investment.
Taiwan and South Korea rebound
Taiwan recorded the region’s strongest performance, with its benchmark index climbing more than 6% during early trading.
The advance followed the market’s steepest weekly decline in approximately two decades, driven largely by selling in semiconductor companies.
South Korea’s Kospi gained around 1.8%, supported by recovering technology shares.
Companies involved in semiconductor manufacturing and artificial intelligence infrastructure benefited from renewed investor demand.
The gains reflected bargain hunting following substantial losses rather than clear evidence that concerns over the technology sector had disappeared.
Chinese markets show more cautious gains
Hong Kong and mainland Chinese equities also moved higher, although their advances were considerably more modest than those recorded in Japan and Taiwan.
Investors assessed China’s latest inflation figures, which showed accelerating factory-gate inflation alongside cooling consumer prices.
The figures added to uncertainty about domestic demand and Beijing’s economic recovery.
Wall Street and interest rates influence sentiment
Monday’s recovery followed a positive finish for major American technology shares on Friday.
US stock futures also advanced, with S&P 500 futures gaining approximately 0.6%.
However, stronger-than-expected American employment figures increased expectations that the Federal Reserve could raise interest rates in December.
Higher borrowing costs could place additional pressure on technology companies dependent on substantial capital investment.
Investors remain cautious
The rebound provided some relief following a difficult week for global financial markets.
Nevertheless, upcoming American inflation data and corporate earnings announcements are expected to test investor confidence.
For Asian markets, the central question remains whether Monday’s recovery represents the beginning of sustained stabilisation or a temporary rebound following heavy technology-sector losses.
NewsHub Finance | Asian Markets | 9 November 2026
Asian stock markets opened strongly on Monday, 9 November, as investors returned to technology shares following last week's dramatic sell-off. Japan, South Korea and Taiwan led the recovery, supported by a rebound on Wall Street and renewed buying in semiconductor companies. However, uncertainty surrounding artificial intelligence investment, US monetary policy and geopolitical tensions continued to influence market sentiment across the region.
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