London · Delayed Price · Currency is GBP · Price in GBX GlobalData Earnings Call Transcripts
Fiscal Year 2026
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Geopolitical risk is now the main driver of asset allocation in APAC, prompting more defensive and selective investor behavior. Demand is rising for active ETFs, managed mandates, and alternatives, while ESG and tokenization remain key trends. Millennials lead in investment penetration, favoring digital and hybrid advice models.
Fiscal Year 2025
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Asia-Pacific auto production is flat outside China, with U.S. tariffs set to hit Japan and Korea hard. India remains a growth bright spot, while Thailand and Indonesia face economic and credit challenges. Electrification is advancing, led by hybrids and a BEV rebound in India.
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Freight and trucking markets face uncertainty from tariffs, inflation, and regulatory delays, with carrier profitability at lows and vehicle demand weakening. Brazil and Chile face headwinds while Argentina rebounds. Zero-emission vehicle adoption lags in the West but accelerates in China amid policy uncertainty.