The Point for Asia Pacific

This report summarizes key investment calls from Citi's Pan-Asia Conference 2026, highlighting strong AI-driven demand in tech and resilient performance in Indonesian and Indian banks.

Key Takeaways

• 1.NVIDIA reported better-than-expected April-quarter results driven by robust AI demand strength.
• 2.AI is acting as a primary growth driver for Asian electronics and component manufacturers like Delta Electronics Thailand and ASMPT.
• 3.Indonesian banking remains resilient with Bank Central Asia (BBCA) benefiting from a high-interest rate environment and a strong CASA franchise.

Table of Contents

• Top Call
• Country Top Calls
• South Korea Multi-Asset - Assessing Normalization of Ultra-Long KTB Yield Curve
• Key Rating and Target Price Changes

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