J.P. Morgan and Morgan Stanley said recent market weakness has created opportunities for long-term investors, citing resilient corporate earnings growth as a buffer against fallout from the Middle East conflict. The note is constructive on equities despite geopolitical risk, with a focus on earnings strength and a dip-buying setup rather than a near-term macro shock.
J.P. Morgan and Morgan Stanley said recent market weakness has created opportunities for long-term investors, citing resilient corporate earnings growth as a buffer against fallout from the Middle East conflict. The note is constructive on equities despite geopolitical risk, with a focus on earnings strength and a dip-buying setup rather than a near-term macro shock.
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mildly positive
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0.20
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