Analytics & insights

Corporate APAC Desk briefs, Country radar notes and sector signals

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Investor view Q2 2026: AI vs cyclicals

Average equity gain +8.8% QoQ; IT/AI leads, autos negative, oil/steel/logistics near flat.

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Monitoring 2/2026: issue overview for Corporate Desk

Global Activity Index at 72% (+4 pp YoY), emerging-market lag, AI as investor driver, and key sector shifts in Q1–Q2 2026.

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