JPMorgan sees 4-6 weeks of volatility in Asian markets, stays bullish on AI and financials
CNBC-TV18 1 hr ago·21 Sept 2026, 3:41 am
JPMorgan's Asia equity strategist says markets in Asia, including India, are likely to see heightened volatility for the next month‑plus, citing lingering geopolitical tensions, uncertain oil prices and the impact of global interest‑rate moves.
The firm still sees upside in two themes – artificial‑intelligence related stocks and financial‑services firms – and therefore prefers those sectors, while it keeps a neutral view on the broader Indian market. For investors, that means sector exposure could matter more than broad market bets during the turbulent spell.
Going forward, traders will be watching any escalation or de‑escalation of geopolitical issues, oil‑price swings and signals from major central banks, as well as earnings from AI‑focused companies and banks, to gauge whether the volatility eases or the sector bias remains justified.
Key takeaways
- Category: Economy.
- Flagged as a high-impact, market-moving story.
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