Citi
June 23, 2026
The Point for Asia Pacific
Daily UpdateEquitiesMacro Economic IndicatorsCommoditiesInformation TechnologyFinancials
This report covers multi-asset global market views, Japan and Greater China equity strategies, and economic updates from South Korea, Thailand, and Taiwan.
Key Takeaways
- 1.Global supply chain pressures are expected to linger due to Middle East conflict, impacting growth and inflation.
- 2.Japan equity rally is tech-led and considered healthy, with Nikkei 225 target raised to 90,000.
- 3.Taiwan GDP forecast upgraded to 9.9% on robust export momentum.
Table of Contents
- Top Call
- Japan Strategy
- China PCB
- Greater China Semiconductors
- Laopu Gold
- Meesho
- Country Top Calls
- Tech Mahindra
- South Korea Economics
- Taiwan Economics
- AirAsia X
- Bank Negara Indonesia
- Thailand Telecommunications Operators
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Authors
Nathan SheetsCole LangloisLaura (Chia Yi) ChenPeter LeeElizabeth Sun
Securities
Nikkei 225Laopu GoldMEES.NS
Themes
AI-PCB Market ExpansionMiddle East Supply Chain DisruptionJapan Tech Bull Market
Regions
Asia PacificMiddle EastJapanChinaTaiwan