INSTAT A European Asia–Asia-Pacific Markets Daily Pulse Report, February 12, 2026
Northeast Asia’s Momentum Extension vs. European Digestion – Institutional Rotation Away from China and Indian IT
Executive Summary:
Global equity capital flows today revealed a sharp divergence between two distinct regimes: momentum extension in Northeast Asia and tactical digestion in Europe, set against ongoing distribution in China and Indian IT services.
In Europe, the story is one of consolidation, not reversal. Seven of ten countries posted positive INSTAT sco…
