Asian shares poised for seventh month of gains as markets brace global cues

Asian equity markets are set for a seventh consecutive month of gains, driven by strong performances in U.S. mega-cap tech stocks and easing trade tensions. While the Nikkei 225 jumped 1.9% this session—capping a 16.4% monthly rise, the strongest since 1990—Chinese equities lagged on weak factory data. Meanwhile, a firm U.S. dollar and rising Treasury yields weighed on commodities and emerging-market currencies. Investor focus remains on earnings, policy updates and whether the rally can sustain amid mixed signals globally.