July 31, 2026 01:15 AM GMT Asia Compass | Asia Pacific M Idea Asia's Strongest Industrial Capex Cycle in 20 Years? Asia's industrial super-cycle has become a defining framework for regional macro and markets. While the Middle East conflict and resulting commodity-market impacts remain in focus, we see Asia entering its strongest industrial capex cycle since the mid- 2000s, driven by AI demand, energy security and geopolitics. Investment is set to accelerate sharply, supporting capex, job creation, wages and ...