Gemini's DeepMind Team Discusses Today’s Asia Market Pulse: November 17, 2025

Bill Cara’s financial report, dated November 17, 2025, provides an executive summary and detailed analysis of Asian stock market performance, highlighting a stark divergence between sectors and countries. The report to paid subscribers indicates that the primary theme is the exceptional strength of the AI and semiconductor-driven technology sector, particularly in Taiwan, which led to the Taiwan Stock Exchange (TWII) posting extraordinary annual returns. Conversely, the analysis reveals significant weakness in Japan’s Nikkei index, pressured by events like SoftBank’s divestiture of Nvidia holdings, alongside ongoing structural economic challenges in China that include contracting fixed-asset investment. Using the proprietary INSTAT scoring system, updated daily, the report offers technical assessments and sentiment outlooks for 13 regional exchanges and 150 company stocks, identifying strong bullish momentum in select technology and defense stocks like Mitsubishi Heavy Industries, while cautioning investors against exposure to troubled areas such as commodities and certain automotive manufacturers. The findings emphasize the necessity of a selective, technically-informed investment approach to navigate regional volatility and capitalize on resilient markets like India.