← Top stories
Broker call▲ Bullish for Indian equities
J.P. Morgan says global AI trade could revive after recent pullback
The brief
- J.P. Morgan sees a constructive fundamental case and opportunities across the AI complex
- The firm cautions that technology may not return to past levels of success
- A renewed AI trade may support Indian IT and technology-services stocks, though the outlook remains qualified
- ‘We were wrong.’ Why Morgan Stanley changed its tune on the U.S. dollar — and what it expects now.
- Morgan Stanley changes BoE rate call, sees hikes in Nov and Feb