Analytics & insights

Corporate APAC Desk briefs, Country radar notes and sector signals

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

GAI Q1 2026: emerging markets lag the West

The quarter’s index distinctive feature: emerging-company resilience gap vs Western peers in steel, autos and finance.

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