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Asia Market Daily Pulse: November 14, 2025
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Asia Market Daily Pulse: November 14, 2025

India and Vietnam Shine as Tech Sell-Off Rattles Regional Sentiment – Key Allocations for November 2025

The Gemini DeepMind Team discuss Bill Cara’s Asia Market Daily Pulse Report from Friday, November 14, 2025, which analyzes the performance and technical positioning of 163 instruments, including 13 regional stock exchanges and 150 individual company stocks. Today’s report highlights stark divergences in Asia-Pacific markets, noting a broad tech-led sell-off spurred by concerns over AI valuations and delayed Federal Reserve rate cuts, which particularly impacted Korea’s KOSPI despite its exceptional year-to-date gains. The analysis employs a proprietary INSTAT technical scoring system to provide explicit allocation recommendations, strongly favoring India and Vietnam for their bullish momentum while advising reduced exposure to volatile markets like Korea and structurally weaker markets such as Thailand and Australia. Finally, the report examines extremes in individual stock performance, citing Vietnam’s Vingroup’s massive 420.35% YTD return alongside steep declines in stocks like China’s Meituan and Australia’s Xero.

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