The Point for Asia Pacific

This report provides weekly updates on Asia Pacific markets, focusing on Korean equity targets, Indian banking liquidity measures via the RBI, and regional industrial developments.

Key Takeaways

• 1.KOSPI equity target raised to 10,000 on secular memory growth and fiscal stimulus, though selectivity is advised.
• 2.RBI swap window for FCNR-B deposits aims to boost foreign inflows and structural funding diversification in Indian banks.
• 3.Potential household equity capital gains in South Korea are projected to reach KRW1,146trn in 1H26, supporting GDP growth.

Table of Contents

• Top Call
• Country Top Calls
• Fund Flow Insights
• South Korea Economics
• Appendix A-1

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