On Clients‘ Minds - Asia

Research evidence excerpt

On Clients‘ Minds - Asia

ASIA-PACIFIC | Asia Insights EquityJuneResearch26, 2026

On Clients' Minds - Asia Global Insights: GEM - In Case You Missed

It

We are pleased to present a selection of research from across the region

Europe Insights: In Case You Missed It...that was of greatest interest to readers over the past week. This includes

select top-down pieces, stock and sector research, plus the most-read US Insights: [Video] Weekly Jumpstart:

research from our Asia co-brand partners. Crosscurrents Intensify

On Clients' Minds - Japan

The most-read strategy and economics research this week...

India Strategy Recent easing in Middle-East concerns has reopened the equity issuance

tap, with supply rebounding in June already after a subdued start to CY26. A sizeable IPO

pipeline, likely higher Govt disinvestment & other offerings point to sustained supply ahead.

While domestic investors remain an important anchor, signs of softer incremental flows and

continued FPI outflows will likely limit broader market upside. Select ideas in power / other

hard assets should OPF.

India Quantitative Strategy We analyze India's result seasons since 2021 to build a playbook.

Misses are penalized nearly twice as hard as beats are rewarded, sectors behave differently,

and pre-result momentum signals who beats. Analyst revisions in the weeks before results are

worth watching, and price reaction on the results day is a strong signal for what comes next.

We screen stocks by performance track record around the results, beat/miss ratio, and pre-

result momentum/revisions.

India Themes & Tactics Korean culture in India has shifted from a niche interest to mainstream

consumption, anchored by K-pop and K-dramas, driving rapid adoption across beauty, food,

fashion, & lifestyle.