Oil, AI and a wobbly yen: JP Morgan's Raisah Rasid on what investors should consider now
Escalating military tensions between the US and Iran have renewed concerns over energy prices, while volatility in AI-linked technology stocks, particularly in East Asia continues to rise. S&P Dow Jones follows MSCI in potentially downgrading the Indonesia market to ‘frontier’ status, while traders remain alert for Japan’s yen intervention.
In this episode of Market Focus Weekly, JP Morgan Asset Management’s Raisah Rasid unpacks the market moves for the week – revealing the direction of travel for oil prices, how the AI story is evolving, and why South Korea’s tech sell off is not an exit signal.
Highlights:
01:24 Oil unlikely to return to pre Iran war levels soon
04:33 AI story is not broken, but evolving
06:37 Reducing concentration risk in tech heavy markets
10:11 Active stock selection crucial in Indonesia market
13:35 Yen intervention provides short-term relief
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Hosted by: Claressa Monteiro (claremb@sph.com.sg)
Written by: Nicole Teo
With Raisah Rasid, global market strategist, JP Morgan Asset Management
Edited by: Nicole Teo & Claressa Monteiro
Produced by: Nicole Teo & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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