Stock Markets February 10, 2026

Asia Markets Tick Higher as Australia Leads on Corporate Earnings; China Inflation Draws Attention

Australian stocks hit multi-week highs after strong results from major firms while softer-than-expected Chinese inflation tempers regional gains ahead of U.S. jobs data

By Caleb Monroe
Asia Markets Tick Higher as Australia Leads on Corporate Earnings; China Inflation Draws Attention

Most Asian equity markets recorded modest advances as Australian shares outperformed following robust corporate earnings. Investors balanced the upside from company results with caution over weak Chinese price data and an impending U.S. jobs report that could influence Federal Reserve rate expectations.

Key Points

  • Australian S&P/ASX 200 reached a 15-week high after strong corporate earnings, led by banks and building materials firms.
  • Commonwealth Bank of Australia gained over 8% on a better-than-expected half-year profit; AGL and James Hardie rose after positive results.
  • Chinese CPI slowed and PPI remained in deflation, raising concerns about domestic demand and potential margin pressure for companies.

Most Asian equity markets posted modest gains on Wednesday, driven largely by a strong performance in Australia where corporate earnings lifted sentiment. Markets elsewhere were more restrained as traders focused on weaker-than-anticipated Chinese inflation data and awaited key U.S. jobs figures later in the day that could affect expectations for Federal Reserve policy.

Futures tied to U.S. equities nudged higher in Asian trading after Wall Street closed lower overnight, with major indexes retreating as some investors took profits after a recent advance.


Australia out in front

Australia’s S&P/ASX 200 led regional markets, climbing 1.5% to reach its highest level since late October. The index’s outperformance was largely attributable to strong earnings from several large companies.

  • Shares of Commonwealth Bank Of Australia (ASX:CBA) rose by more than 8% after the lender reported a half-year profit that beat expectations, helped by resilient margins and steady credit quality.
  • Energy names contributed to the advance, with AGL Energy (ASX:AGL) jumping sharply after posting solid earnings and reiterating its outlook.
  • Building materials firm James Hardie Industries (ASX:JHX) climbed more than 13% following quarterly results that highlighted sustained demand in important overseas markets.
  • Offsetting some of the rally, CSL Ltd (ASX:CSL) dropped over 12% after releasing weak half-year earnings and announcing a change in chief executive.

Regional market moves

Japanese markets were closed for a public holiday. On Tuesday the Nikkei 225 reached a record high amid optimism tied to Prime Minister Sanae Takaichi’s election victory. South Korea’s KOSPI rose nearly 1%, while Singapore’s Straits Times Index added 0.2%. Futures for India’s Nifty 50 inched up about 0.1%.


China price readings underscore demand concerns

Chinese consumer inflation decelerated in January, growing at a slower pace than economists had expected, while producer prices remained in deflation. Those readings highlighted lingering weakness in domestic demand and reinforced worries that softer prices could continue to pressure corporate earnings, even after recent policy steps intended to support growth.

China’s blue-chip Shanghai Shenzhen CSI 300 index and the Shanghai Composite traded largely flat on the data. In Hong Kong, the Hang Seng index gained roughly 0.3%.


Looking ahead

Market participants remained cautious as they awaited U.S. labor market data due later in the day. That release has the potential to reshape rate expectations and thereby influence global equity sentiment.

Risks

  • Upcoming U.S. jobs data could alter expectations for Federal Reserve interest rates, affecting equities and rate-sensitive sectors such as financials and real estate.
  • Persistent weak Chinese consumer and producer prices may continue to damp domestic demand, posing downside risks for exporters and firms dependent on Chinese consumption.
  • Corporate earnings disappointments or executive changes, as seen with CSL Ltd, can significantly weigh on sector-specific performance and investor sentiment.

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