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CIO Insights 3Q26

Equities to Watch

Here are your #ideas2invest

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Market Updates


AI acceleration is shifting the supply-chain opportunity towards critical choke points. Electrical components, including transformers, switchgear, power-distribution units, transfer switches and pane...

AI Bottlenecks Fuel the Next Growth Wave


Three steps forward, two steps back for global energy supply. The MOU between the United States and Iran has effectively unravelled over the past week, with negotiations deteriorating rapidly and giv...

Global Equities: Winners in an Age of Energy Security


US earnings focus: Sensitivity of corporate earnings to forward valuations. Market expectations are high as we head into the 2Q26 earnings season, with consensus forecasting US earnings growth of c.2...

US Equities: Riding the AI Capex Cycle via US Financials


FCF bottoming out as capex moderates. Street expects capex growth to moderate in FY27F and decelerate sharply in FY28F. Allianz Trade&rsquo;s economic research projects 51% capex growth in 2026, slow...

Hyperscalers’ Free Cash Flow May Surprise in 2027


ASEAN equity markets have navigated a challenging 1H26, shaped by the Middle East energy shock, renewed US dollar strength following the Fed's hawkish rhetoric, and heightened geopolitical uncertaint...

ASEAN Equities: Improving Investment Conditions


US automakers increasingly pivoting from EVs into battery storage. As auto sales and electric vehicle (EV) adoption growth moderates (Fig 1), major automakers are increasingly expanding into battery ...

US Auto: Pivot Toward Battery Storage


Elevated volatility as a defining feature in the near term. Korea equities are entering a phase of heightened volatility, driven by two key forces. Firstly, concentration risk has intensified sharply...

Korea Equities: Structural Thesis Holds Despite Elevated Volatility


US sectoral rotational shifts in motion. The sell-down on S&amp;P 500 last week probably came as a surprise given the downshift in energy prices and government bond yields which traditionally buoy ri...

CIO Insights 3Q26

Equities to Watch

Here are your #ideas2invest

Market Updates

AI Bottlenecks Fuel the Next Growth Wave

Global Equities: Winners in an Age of Energy Security

US Equities: Riding the AI Capex Cycle via US Financials

Hyperscalers’ Free Cash Flow May Surprise in 2027

ASEAN Equities: Improving Investment Conditions

US Auto: Pivot Toward Battery Storage

Korea Equities: Structural Thesis Holds Despite Elevated Volatility

US Equities: Sectoral Rotation Underway

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