ASIAN & EUROPEAN MARKET DAILY PULSE REPORT, January 5, 2026

North Asia & Europe Lead Risk-On Surge Amid AI Frenzy; Vietnam & India Struggling—A Data-Driven Deep Dive into 326 Markets & Stocks

In the opening days of 2026, Asian and European equities are exhibiting a powerful but highly selective risk-on regime, driven predominantly by AI, semiconductors, and cyclical sectors. This report analyzes 326 instruments—including 24 major exchanges, 150 leading Asian/Australian stocks, and 152 leading European stocks—using the Bill Cara INSTAT System…