Global poll suggests a new era of upskilling- Asia Asset Management

• Oliver Light, a member of the RE:UK Sustainability Committee, is urging real estate investors to prioritize and embrace the energy transition. • Current data indicates that four-fifths of European assets under management (AUM) remain tied up in active funds.

• European equity markets traded lower on Monday, with the STOXX 600 slipping 0.2%, the FTSE 100 falling 0.4%, and the DAX and IBEX 35 both declining. • The downturn follows a sharp global sell-off in technology stocks last week as investors began reassessing valuations related to artificial intelligence.

• The S&P 500 and Nasdaq Composite rebounded on Tuesday morning, rising 0.3% and 0.5% respectively, while the Dow Jones Industrial Average dipped 0.2%. • Market gains were primarily driven by a recovery in chipmaker stocks as investors shifted focus toward upcoming big tech earnings reports.

• US stocks edged higher, driven by a rebound in semiconductor shares and gains from Alphabet as investors anticipate upcoming earnings from major tech firms. • Treasury yields for the 2-year and 10-year notes both rose, reflecting shifting market expectations regarding future interest rate movements.

• The Sensex surged by over 960 points and the Nifty climbed more than 1% on Friday, fueled by strong Q1 earnings optimism. • Market gains were primarily driven by increased buying in the banking and IT sectors, reflecting a positive outlook on corporate performance.

• The Nasdaq Composite and S&P 500 rose at the start of a busy earnings week, rebounding from a previous week of declines led by technology shares. • Chip stocks drove the recovery, helping the broader market recover losses despite ongoing volatility in the tech sector.

• Wall Street is bracing for increased volatility as a wave of Big Tech corporate earnings reports and major artificial intelligence announcements begin this week. • Market attention shifts to the European Central Bank's policy decision on Thursday and upcoming flash PMI data, as Federal Reserve officials are currently in a blackout period.

• The European Central Bank (ECB) reports that firms continue to view the general economic outlook as the primary constraint on accessing external financing, with the net percentage rising to 29% from 26%. • Despite these constraints, there has been a slight improvement in banks' willingness to lend, increasing from a net 5% to 6%.

• The European Central Bank (ECB) has released a survey analyzing the access to finance for enterprises within the euro area for the second quarter of 2026. • The analysis utilizes firm-level survey data collected from Q2 2024 through Q2 2026, focusing on changes occurring in three-month intervals.

• Most major Western European stock indices closed lower on Friday, with declines including Italy's FTSE MIB (-0.94%), France's CAC 40 (-0.47%), Spain's IBEX 35 (-0.45%), and Germany's DAX (-0.34%). • The UK's FTSE 100 was the sole exception to the downward trend, remaining resilient while other regional markets fell.

• Indian markets are expected to remain volatile with a positive bias as investors focus on June quarter earnings and the impact of renewed West Asia tensions on oil prices and the rupee. • Global attention will shift to the European Central Bank's policy meeting on July 23, where economists generally expect interest rates to remain unchanged.

• The Indian stock market ended the previous week with solid gains, with the Nifty 50 rising 0.53% to 24,334.30 and the Sensex advancing nearly 0.75% to 78,151.45. • Positive momentum was driven by strong domestic economic fundamentals, fresh buying in financial stocks, and better-than-expected Q1 FY27 earnings from the IT sector, particularly TCS.