The Point for Asia Pacific

This report covers Citi's view on the resilient but shock-prone global economy, highlighting El Niño risks and specific stock recommendations in the technology and energy storage sectors in the Asia-Pacific region.

Key Takeaways

• 1.Global growth has slowed to 2.5% tracking from 2.9% due to Middle East conflict-related infrastructure damage.
• 2.El Niño poses a significant economic risk through March 2027, with a 95% probability as assessed by NOAA.
• 3.Micron Technology rating upgraded; Strategic Customer Agreements expected to improve business model durability.

Table of Contents

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

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