Still See More Upside to Tech Trade: JPMorgan Asset Management

JPMorgan Asset Management’s Aisa Ogoshi said risk is concentrated in the tech trade, but argued there is still upside in the AI data center supply chain. Her comments point to a more selective tech outlook rather than a broad bearish call. She also discussed the Bank of Japan outlook, adding a monetary policy angle to the macro backdrop.

Analysis

JPMorgan Asset Management’s Aisa Ogoshi said risk is concentrated in the tech trade, but argued there is still upside in the AI data center supply chain. Her comments point to a more selective tech outlook rather than a broad bearish call. She also discussed the Bank of Japan outlook, adding a monetary policy angle to the macro backdrop.