GlobalData Earnings Call Transcripts

Fiscal Year 2026

Status update

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.

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Investor Update

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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Investor Update

Freight and commercial vehicle markets face significant headwinds from policy uncertainty, weak carrier profitability, and high inventories. While China leads in battery electric truck adoption, Europe and North America lag due to infrastructure and regulatory delays. Regional outlooks are mixed, with Brazil and Chile facing economic pressures and Argentina rebounding strongly.

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