February 10, 2026 04:49 PM GMT Asia Economics | Asia Pacific The Viewpoint: Marketing Feedback – Where We Agree, Where We Disagree Investors are constructive on Asia. But investors are focused mainly on tech, while we see a broadening out to non-tech. That means investors are more bullish on North Asia ex China in a relative context. For China, investors are bullish on the micro but recognize the macro challenges. Key Takeaways In this report, we offer our thoughts on the following key debates that we have ...