The Point for Asia Pacific

This report provides a weekly cross-sector update on Asia Pacific markets, focusing on China's AI-driven data center expansion, consumer sector trends, and global fund flow insights.

Key Takeaways

• 1.China's data center market is pivoting toward an AI infrastructure buildout, with supply projected to grow from 34.3GW in 2025 to 52.8GW by 2028.
• 2.China sportswear sector faces potential short-term volatility in July as 2Q26 results approach, following a slowdown in April-May retail sales.
• 3.Global fund flows show a significant contrast between bond and equity inflows, with US ETFs seeing the largest single-week inflow in 20 years at US$129.2bn.

Table of Contents

• Top Call
• Country Top Calls
• Key Rating and Target Price Changes

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial