This report provides a global update on various sectors including technology, banking, and medical devices, highlighting key trends like the CPO hardware transition and regional economic headwinds. It also lists specific rating changes for companies across Asia, Europe, and Latin America.
Key Takeaways
- 1.Computex 2026 marked a shift toward complete rack-scale CPO deployment, with industry focus turning from technological proof to hyperscale ecosystem scaling.
- 2.Investor sentiment for India IT services remains cautious due to macroeconomic headwinds, competitive intensity, and AI-related deflationary pressures.
- 3.Regulatory uncertainty regarding Section 232 medical device probes continues to be a near-term overhang for European MedTech sectors.
Table of Contents
- Asia
- India IT Services - What's New From Citi India Investor Conference 2026
- ASEAN Banks - 1Q26 Report Card and Post Results Feedback
- CEEMEA
- Japan
- Latin America
- Western Europe
- Key Rating and Target Price Changes
- Appendix A-1
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Authors
Laura (Chia Yi) ChenSurendra GoyalYong Hong TanFerry WongSa'ad ChothiaKeiichi YoneshimaArnon Shirazi, CFAGustavo SchrodenBrian FloresConor DwyerCharles J ArmitageVeronika DubajovaGiang H NguyenHarry Shrives
Securities
MRPJ.JKakaku.comSAF.PA
Themes
AI Infrastructure ScalingTrade Protectionism/Tariffs
Regions
Asia PacificEuropeLatin AmericaIndiaSingaporeJapan