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JPMorgan's base case for India's Nifty 50: 30,000 by end-2026

Rajiv Batra, head of Asia equity strategy and co-head of global EM equity at JPMorgan, explains why JPM is overweight on Indian equities. Batra highlights earnings recovery and potential double-digit growth in the upcoming quarters.

MSN·
US
JPM
+0.36%
MSN·
US
JPM
+0.36%

JPMorgan Chase 2026 Storage Market Outlook: This year's giant market capitalization approaches $1 trillion, $1.5 trillion in 2027

JPMorgan Chase predicts that the storage chip industry will experience the longest boom cycle in history: the market value of leading manufacturers is expected to approach USD 1 trillion this year and soar to USD 1.5 trillion by 2027, an increase of over 50%. The demand for HBM continues to squeeze traditional DRAM production capacity, and AI inference consumes three times the memory compared to training, leading to a supply-demand gap that will persist until 2027. It is forecasted that DRAM prices will surge by 53% in the fiscal year 2026, with strong enterprise market performance completely offsetting pressure from the consumer side

Wallstreetcn·
US
JPM
+0.36%
Wallstreetcn·
US
JPM
+0.36%

Citi forecasts 2 RBA rate hikes in 2026, February followed by May, as inflation risks rise

Citi now forecasts two 25 basis point rate hikes by the Reserve Bank of Australia in 2026, starting in February and followed by May, due to rising inflation risks. This shift reflects a tight labor market, higher inflation forecasts, and strong housing and household consumption. Citi warns that delaying action could entrench inflation pressures. Market pricing has adjusted, with traders assigning a 23% probability of a February hike. The housing market is highlighted as a key source of inflation risk, driven by faster-than-expected activity and government policies.

Investinglive·
US
C
+0.05%
Investinglive·
US
C
+0.05%

Booms/Busts Have Become The Norm: BofA Breaks Down The New Bubble Era

Some say clear bubble, others say nonsense. As we have pointed out previously, a bubble may be hard to avoid as big tech leaps since 19th century led to big bubbles - and AI is government-backed.As BofA's Global Research team warns

ZeroHedge·
US
BAC
+1.06%
ZeroHedge·
US
BAC
+1.06%
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