May 4, 2026 09:00 PM GMT China Industrials | Asia Pacific M Idea Capex Cycle to Boost Growth in Key Sub-Sectors Capital goods companies are benefiting from supportive capex cycle trends. We focus on stocks with favorable demand outlooks, sustainable margin profiles, and attractive valuations. Key Takeaways Robust 1Q26 results across our industrials coverage. Around 75% of companies delivered double-digit revenue growth, supporting our view that China's capital goods fundamentals are recovering, led by indus ...