GAI rose overall, but composition shifted: oil & gas and steel won the quarter (prices and trade defence); logistics lost.
For APAC market-selection teams, the emerging-vs-West resilience gap in steel, autos and finance matters more than the headline index. It affects: 1) partner and competitor assessment (Business Validation); 2) unit-economics stress tests under trade/logistics shocks (Entry Readiness); 3) prioritising markets with more resilient local champions.
Country radar takeaway: do not select markets on demand growth alone — test local players’ financial and operating resilience to protectionism, logistics breaks and price cycles.
Source: Global Business Monitoring, issue 2/2026 (HSE Faculty of World Economy and International Affairs). Adapted for Corporate APAC Desk / Country radar.
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