Asia ex-China Loading... : Investor Sentiment and Bull/Bear Views

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17:41
Aug 03
Mary Ann Bartels Chief Investment Strategist, Sanctuary Wealth Bloomberg Markets
International equities enter new cycle.
International markets, especially Europe, Japan, and Asia ex-China, have entered a brand-new secular cycle. Positive earnings revisions in Europe, defense spending, and Japan's export strength with a weaker yen support this structural shift.
MED
22:57
Jan 23
Chetan Ahya Chief Asia Economist, Morgan Stanley Morgan Stanley
Asia ex-China exports drive 2026 recovery.
Asia ex-China should benefit in 2026 as the non-tech export story turns around after a weak 2025. That should broaden the regional recovery from tech exports alone into non-tech exports, capex, job growth, and consumption, with particularly meaningful improvement in export growth, real GDP, and nominal GDP for the non-China part of Asia.
HIGH

About Asia ex-China Investor Commentary

Across the available history and selected sources, Buzzberg tracks Asia ex-China across 2 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Mary Ann Bartels, Chetan Ahya.