Our Scans · (LF.8) Decent Work and Growth · Weekly Summary

• [New] Analysts forecast continued growth in hyperscaler spending, with capital expenditures reaching $650 billion in 2026 and surpassing $1.1 trillion in 2027. Fortune
• [New] Industries with complex supply chains - particularly manufacturing, and wholesale and retail trade - are expected to have the highest growth rates between 2025 and 2031. Default
• [New] SCARA robots are projected to outpace articulated robots, with a compound annual growth rate of 5.9% between 2025 and 2030, driven by robust demand from the electronics and semiconductor industries. Modern Materials Handling
• [New] Collaborative robots will be the fastest growing segment, with an average annual shipment growth rate of 17.4% between 2025 and 2030, compared with just 5.0% for articulated robots. Modern Materials Handling
• [New] Analysts project APAC will experience the strongest shipment growth across the major regions, with an average annual growth rate of 7.1% from 2025-30. Modern Materials Handling
• [New] On a more granular level, India will see the highest levels of growth, at 12.5% over the forecast period. Modern Materials Handling
• [New] Material Handling and assembly are anticipated to be the key applications driving growth with 2025-30 compound growth rates of 7.0% and 6.9% respectively, as demand for efficient logistics and precise manufacturing-line assembly rises fast. Modern Materials Handling
• [New] China, India and other Asian economies are expected to remain the main drivers of oil demand growth next year, supported by air travel, road mobility and manufacturing activity. Ship & Bunker
• [New] International air travel is projected to exceed 5.6 billion passengers annually by 2027, representing a 4.5% year-over-year growth rate from 2024-2027 baseline levels, with particularly robust expansion in emerging markets including India, China, and Southeast Asia. Persistence Market Research
• [New] Asia is expected to experience the fastest growth, driven by the expansion of regulations aligned with ISSB standards and increasing demand for globally comparable disclosures. Default
• [New] The edge AI segment is expected to experience significant growth in the coming years with a CAGR of 12%. Precedence Research
• [New] Microsoft will invest US$ 2.5 billion in a new AI engineering business that will deploy 6,000 experts to work with enterprise customers. Fintech Singapore
• [New] The S&P 500's companies showed 27% profit growth - more than double what the experts predicted in their spreadsheets. investing.com
• [New] While Bloom Energy offers high-octane growth potential, Brookfield Corporation represents the foundational bedrock of the AI infrastructure trade. investing.com
• [New] Beneo sees growth potential in functional confectionery NPD, with concepts such as energy candies and coated gums tapping into better-for-you indulgence and fibermaxxing trends. CNS Media
• [New] We see an attractive risk-reward profile for Hong Kong / China equities given the considerable growth potential powered by significant technological innovation, scale and efficiency along with undemanding valuations. Bank of Singapore
• [New] Despite pain at the pump for U.S. drivers, analysts at BMO Capital Markets expect oil companies to accelerate share buybacks in the second half of 2026, extending a post-pandemic focus on returns over production growth. gCaptain
• [New] Work on the next iteration of the trust framework, focusing on authentication, orchestration, and trusted attributes, is already underway, with a target release in 2027. UKAuthority
• [New] Asia Pacific offers large-scale growth opportunities due to rapid urbanization, transport modernization, and extensive public infrastructure programs. ReAnIn
• [New] If Claude becomes a core operating layer for enterprise work, Anthropic could become one of the defining AI platforms of the decade. investing.com
• [New] Analysts expect core price growth, excluding energy and food, to stay at 2.6%, significantly above the ECB's target. financialpost

Last updated: 06 July 2026