1 Jul 2026
APAC Market Sentiment Report 2026
The new TMT Finance APAC Market Sentiment Report 2026 is now live.
Discover the highlights in the executive summary, where you'll gain insight into this exclusive, data-driven view of APAC's digital infrastructure M&A and financing dealmaking sentiment for the year ahead.
Based on insights from 146 senior industry participants at the TMT Finance APAC 2026 conference in Singapore, this report combines polling, proprietary deal intelligence and expert editorial analysis to provide a comprehensive outlook on the opportunities, challenges and strategic priorities driving digital infrastructure dealmaking across the region.
Download the Executive Summary to get a preview of the full report. Key findings include:
- APAC Deal Optimism Accelerates – 85% expect digital infrastructure M&A activity to increase over the next 12 months, up from 53% in 2025.
- Premium Valuations Hold Firm – 51% expect contracted hyperscale datacentres to trade at 17–20x EBITDA, while 18% forecast multiples above 20x.
- Debt Markets Stay Supportive – 50% expect debt availability to improve and spreads to tighten over the next 12 months. 28% expect stable conditions.
- Australia and Southeast Asia Lead Growth – Malaysia, Indonesia, Thailand and Australia are viewed as the strongest datacentre investment markets for 2026 and beyond.
- Geopolitical Risks Overtake Valuation Concerns – 50% cite geopolitical and supply chain disruption as the biggest barrier to dealmaking, ahead of energy constraints and financing costs.
