ASEAN misses out on AI wave
Southeast Asian economies are riding high on rapid growth but have yet to unlock a stronger rally in share prices with only a limited lift from artificial intelligence.
global-quarterly-q1-2026













Southeast Asian economies are riding high on rapid growth but have yet to unlock a stronger rally in share prices with only a limited lift from artificial intelligence.

This publication could not come at a better time as we are right in the middle of yet another market disruptor.

Recent changes in Japan’s fiscal and monetary policies have altered market dynamics. Whether Japanese banks will benefit from these developments or not remains to be seen.

If direct subsidies have been unable to substantially lift China’s domestic consumption, what will?

India is positioning itself as Asia’s hub for artificial intelligence systems, which may sound ironic given its labour surplus and the potential job displacements that may occur.

The global middle class is growing every day. Though the trend will intensify, some households will continue to win while others will feel even more pressure.

It has been a year since the coalition and the election of Chancellor Friedrich Merz with his promise of a fresh start, but we have yet to see this big reform.

UK’s growth last year looked promising compared to its peers, but it has yet to find its footing to sustain such a pace.

As local investors regain confidence in the stock market, global uncertainties have created an opportunity for Brazil to be a hot spot for foreign investors.

US policies under Donald Trump have rattled global markets over the past year, but the greatest pain has been dealt at home.











