Nikkei 225 opens up 0.9%, Kospi jumps 4.6%

The gap between the two openings is the story here: a 4.6% Kospi jump is a far more forceful move than the Nikkei's modest 0.9% rise, suggesting whatever is driving sentiment is landing harder in Seoul than in Tokyo. With no details on the catalyst or on which sectors are leading, the read is limited to the scale of the divergence itself. Whether the Korean index holds that opening gain through the session, or gives it back, is the open question worth watching.