Asia stocks slip as looming tariff deadline eclipses trade progress

Published 29/07/2025, 04:20
© Reuters.

Investing.com-- Most Asian stock markets fell on Tuesday, led by declines in Japan and Hong Kong, as investors turned cautious ahead of the approaching U.S. tariff deadline and braced for key central bank decisions from the Bank of Japan and the Federal Reserve.

Investors weighed the recent trade framework between the U.S. and the European Union, but the agreement fell short of sparking the broader optimism that had been building ahead of its announcement.

Wall Street indexes saw muted moves on Monday, but the S&P 500 and Nasdaq still closed at new record highs. U.S. stock index futures were also steady in Asian trading on Tuesday.

Markets focus on tariff deadline; shrug off EU deal optimism

A weekend trade framework between the U.S. and European Union set baseline tariffs on most EU imports at 15%, down from earlier threats of up to 30%or higher. 

That deal initially buoyed global risk sentiment, but analysts cautioned that the tariff hike from historically low levels could weigh on global growth and inflation.

Meanwhile, U.S. and Chinese trade officials met in Stockholm on Monday in a third round of negotiations aimed at extending a May‑established 90‑day pause on tariff escalation.

Even with visible trade progress, sentiment remains fragile as firms and investors weigh how higher baseline tariffs and uncertainty around the August 1 U.S. deadline may curb growth and margins. 

Hong Kong, Japan stocks lead losses; S.Korea gains

Hong Kong’s Hang Seng index led losses, dropping more than 1% on Tuesday.

China’s Shanghai Composite and the Shanghai Shenzhen CSI 300 indexes traded largely unchanged.

Japan’s Nikkei 225 fell nearly 1% on Tuesday, deepening losses after a sharper drop in the previous session. The broader TOPIX index dropped 1%.

Bucking the regional trend, South Korea’s KOSPI rose 0.7% on hopes of a U.S. trade deal before the deadline.

Australia’s S&P/ASX 200 inched 0.2% lower, while Singapore’s Straits Times Index fell 0.5%.

Futures for India’s Nifty 50 were largely unchanged.

Fed, BOJ policy meetings ahead

Markets are also eyeing policy decisions from two major central banks. The U.S. Federal Reserve begins a two‑day meeting on Tuesday. Investors expect no change in interest rates this week but look for updated guidance on inflation and whether rate cuts may follow later. 

On Wednesday, the Bank of Japan meets as well, and is expected to hold rates firm. 

Markets expect the central bank to offer a less pessimistic economic forecast following last week’s trade agreement with the U.S., indicating rate hikes could resume later this year.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.