Latest Search
Quote
| Back Zoom + Zoom - | ||||
|
<Research>JPM Suggests Investors to Buy in Lagging Sectors Like Property/ Biotech During Quarterly Results Period, Trim Holdings in AI Investment Targets
Recommend 227 Positive 382 Negative 174 |
||||
|
||||
|
The 4Q24 earnings season for Chinese companies has just begun, and is expected to last until the end of April, according to a research report issued by JPMorgan. YTD, the MSCI China Index has led the world in terms of USD return, likely due to a lower-than-expected US tariff impact, the AI boom led by DeepSeek and a slightly better-than-expected consumption during the Lunar New Year (LNY). Most of the current investors' focus is on AI and related areas, JPMorgan added. Considering that the two worst-performing sectors since February 2021, naming real estate and healthcare, have both recovered in the next 12-month EPS forecasts, investors are advised to invest in lagging sectors such as real estate and biotechs during the quarterly results period, and to trim their holdings in overbought AI investment targets. AAStocks Financial News |
||||
Copied to Clipboard
 |
||||
