Broker Name: CGS International
Date of Report: February 22, 2026
Excerpt from CGS International report.
- Report Summary
- The Asia Pacific and US markets saw North Asia outperform amid recent rallies, with market breadth improving, especially in blue chips and traditional sectors. Large-cap stocks in industrials, materials, and consumer industries are expected to continue gaining, while select tech segments remain strong.
- The Supreme Court ruling limiting the US president’s ability to impose emergency tariffs has shifted bargaining power to China ahead of US-China trade negotiations, particularly impacting leverage over rare earths and agricultural purchases.
- Technical analysis of key indices (Hang Seng, CSI 300, Nikkei 225, SET, Jakarta Composite, Dow Jones) indicates near-term corrections or consolidations are likely, but the long-term outlook remains bullish for most major markets, with upgraded targets for several indices.
- The report maintains an overweight stance for regions including America, Japan, Korea, Hong Kong/China, and Singapore, reflecting ongoing confidence in those markets.
- Sector and country ratings are defined, with the majority of covered stocks rated as “Add” (expected to exceed 10% total return in 12 months).
- The report includes extensive disclaimers and distribution restrictions for various jurisdictions, emphasizing that it is for professional or institutional clients and not a public offer or recommendation.
Above is an excerpt from a report by CGS International. Clients of CGS International can be the first to access the full report from the CGS International website: https://www.cgsi.com
