Stock Markets April 3, 2026

Asia Markets Gain as Tech Leads; Investors Monitor U.S.-Iran Tensions and U.S. Jobs Report

Japan and South Korea rise in subdued holiday trade while oil and geopolitical rhetoric keep markets cautious

By Derek Hwang
Asia Markets Gain as Tech Leads; Investors Monitor U.S.-Iran Tensions and U.S. Jobs Report

Japanese and South Korean equities advanced in light holiday trading, lifted by technology stocks, as investors continued to monitor heightened rhetoric between the U.S. and Iran and awaited U.S. nonfarm payrolls. Trading volumes were muted with several regional markets closed for Good Friday. Oil climbed above $110 a barrel amid escalation concerns, and Chinese services activity eased in March while remaining in expansion.

Key Points

  • Japan's Nikkei 225 rose about 1.2% and South Korea's KOSPI jumped nearly 3%, with technology stocks cited as a major driver.
  • Oil prices climbed above $110 per barrel amid fears of escalation in the U.S.-Iran conflict, impacting energy market sentiment.
  • China's services PMI eased to 52.1 in March from February's 56.7, with the Shanghai Composite and CSI 300 both trading lower; investors awaited U.S. nonfarm payrolls for Fed policy cues.

Japanese and South Korean markets posted gains in thin holiday trading on Friday, led by strength in technology names, as investors weighed developments in the ongoing U.S.-Iran confrontation.

Wall Street closed little changed the previous session, and futures tied to U.S. indexes were broadly quiet in early Asian hours. Overall trading volumes in the region were light, with major markets including Hong Kong, Australia and Singapore closed for the Good Friday holiday.

Index moves

Japan's Nikkei 225 rose about 1.2%, while South Korea's KOSPI climbed nearly 3%, with technology stocks cited as a key support for both moves.

Geopolitical backdrop

Investor sentiment had steadied a day earlier after Iran said it was collaborating with Oman on a framework to manage shipping traffic through the Strait of Hormuz. Despite that development, markets remained on edge following escalatory comments from U.S. President Donald Trump. In a Truth Social post late Thursday, Trump warned that U.S. forces had "not even started" their campaign in Iran and said they could next target critical infrastructure, including bridges and electric power plants.

Those remarks followed a speech given earlier in the day in which Trump indicated the United States could intensify military action in coming weeks, while providing little clarity on a timeline for de-escalation. The combination of heightened rhetoric and uncertain timelines continued to unsettle global investors.

Commodities and China data

Oil prices pushed above $110 per barrel on Thursday amid fears of further escalation. In China, services sector growth cooled in March: the RatingDog Services PMI fell to 52.1 from February's 33-month high of 56.7, though it remained above the 50 mark and therefore in expansion territory.

Chinese equities moved lower on the data, with the Shanghai Composite down roughly 0.9% and the Shanghai Shenzhen CSI 300 index about 0.6% lower.

Near-term focus

With geopolitical risks still front of mind, market participants were also watching for U.S. nonfarm payrolls data due later in the day for additional clues about the Federal Reserve's policy outlook.


This report reflects market moves, economic data and public comments as reported; it does not include projections beyond the events and figures described above.

Risks

  • Escalating U.S.-Iran rhetoric, including threats to critical infrastructure, poses downside risk to global markets and specifically to energy and shipping sectors.
  • Elevated oil prices above $110 a barrel could pressure energy-exposed industries and broader market sentiment if sustained.
  • Slowing momentum in China's services sector, as indicated by a fall in the Services PMI, presents uncertainty for Chinese equities and sectors tied to domestic consumption.

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