The Gemini team discusses today's European & Asia-Pacific market reports from Bill Cara

Today’s report identifies a dominant bullish momentum in defense, aerospace, semiconductors, and financials. While nations like Korea, Taiwan, and Italy show strong upward trajectories driven by the global AI cycle, the report highlights persistent weakness in Chinese equities and select consumer staples. Investors in these markets are advised to maintain overweight positions in high-quality industrial and tech stocks while exercising caution regarding telecoms and defensive assets showing bearish signals. The text serves as a strategic guide for navigating regional growth and policy risks through data-driven performance metrics.