BlackRock, Inc.

1658

JPMorgan forecasts that emerging markets will continue to outperform developed markets, particularly in the AI sector, with a significant rally expected in the second half of 2026. Emerging-market stocks have already outperformed by 25% since early 2025, and JPMorgan highlights the potential for further gains, especially in Korea and Taiwan. The report emphasizes the attractive valuations of emerging markets compared to developed ones, with a lower price-to-earnings ratio. Additionally, a weaker dollar is anticipated, which historically benefits emerging markets. Overall, JPMorgan remains bullish on sectors like mining, semiconductors, and industrials in emerging markets.

Dow Jones

JPMorgan Chase

iShares MSCI Em

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

Taiwan Semiconductor

Krne Csi China Internet

TENCENT

Alibaba

BABA-W

NVIDIA

SPDR S&P Mtls & Mng

Invesco PHLX Semiconductor ETF

Spdr Select Indu

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

BABA-WR

Alibaba HK SDR 5to1

NVIDIA Corporation

AI plays in emerging markets offer more upside than in the U.S. at present, says JPMorgan

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The Nikkei 225 index closed up 15.88 points, or 0.03%, at 53,429.56 on Tuesday, April 7. The South Korean KOSPI index closed up 44.44 points, or 0.82%, at 5,494.77 on Tuesday, April 7. (Jinshi)

CoinLive

Kosei Securities Co., Ltd.

Sumitomo Mitsui Trust Holdings, Inc.

Asset Management One Co., Ltd.

Pro Ultrshrt Yen

Japanese and South Korean stocks closed higher, with South Korea's KOSPI index rising 0.82%.

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513880

513520

03153

1398

The Nikkei 225 index closed down 822.13 points, or 1.58%, at 51,063.72 on Tuesday, March 31. The South Korean KOSPI index closed down 224.7 points, or 4.26%, at 5,052.6 on Tuesday, March 31. (Jinshi)

TRMSCIKOREA

Huaan MUFG N225 ETF(QDII)

ChinaAMC Nomura N225 ETF(QDII)

CSOP NIKKEI225

Sumitomo Mitsui Financial Group, Inc.

Japanese and South Korean stocks closed lower.

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2525

AAXJ

1346

Asian stock markets fell sharply, influenced by a global downturn as concerns over escalating conflict in the Middle East and rising energy costs weighed on investor sentiment. The MSCI Asia-Pacific index dropped 1.4%, with significant losses in South Korea and Japan. Global bond yields surged amid inflation fears, with Norway's central bank signaling potential rate hikes. The U.S. dollar strengthened as a safe haven, while the Australian dollar hit a two-month low. Analysts warn that prolonged conflict could hinder global growth and increase recession risks, particularly for Asia due to reliance on imported fuel.

Japan Agricultural Cooperatives Group

iShares MSCI All Country Asia Ex Japan

The Vanguard Group, Inc.

BetaShares Holdings Pty Ltd.

Mitsubishi UFJ Financial Group, Inc.

SPDR S&P Em Asia

ISHRS MSCI Japan

Asian stocks extend global rout; bonds hammered as war drags on

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The Nikkei 225 index closed up 736.79 points, or 1.43%, at 52,252.28 on Tuesday, March 24. The South Korean KOSPI index closed up 148.18 points, or 2.74%, at 5,553.93 on Tuesday, March 24. (Jinshi)

Japanese and South Korean stocks closed higher, with the South Korean stock index rising nearly 3%.

Asian markets opened higher on Tuesday, with the Kospi surging over 3% amid cautious optimism following gains on Wall Street. The Dow Jones rose 631 points, while oil prices experienced volatility, swinging back to around $103.70 for Brent. Investors remain wary due to ongoing geopolitical tensions in the Middle East, despite US President Trump's announcement of productive talks with Iran. Japan's inflation data also contributed to market sentiment, indicating potential easing of policy pressure. Overall, while relief buying was evident, uncertainties lingered in the market.

Invezz

Occidental Petroleum

Nomura Holdings, Inc.

Pro Ultr Bloomberg Crude Oil

iShares US Oil Equip & Svcs

SPDR O&G Ex & Prd

Us Brent Oil

iShares US Oil & Gas Expl & Prod

SPDR Energy Select

Samsung Life Insurance Co., Ltd.

VanEck Oil Refiners ETF

United States Oil Fund LP

VG Energy

VanEck Oil Services ETF

Kospi surges 3% as Asia rallies, oil swings keep investors cautious

Geopolitical tensions between the US and Iran have led to significant declines in the stock markets of Japan and South Korea. On March 23, South Korea's KOSPI index fell by 375.45 points (6.49%) to close at 5405.75, while Japan's Nikkei 225 index dropped by 1857.04 points (3.48%) to finish at 51515.49.

Geopolitical tensions exacerbate market concerns, leading to sharp declines in Japanese and South Korean stock markets.

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Asian markets plunged on Monday, with Japan's Nikkei 225 falling 2,000 points (-5%) and South Korea's Kospi sinking 6%, amid escalating tensions over Iran's ultimatum regarding the Strait of Hormuz. The sell-off was driven by fears of an oil shock, as Japan relies heavily on Middle Eastern oil imports. Broader losses were seen across Asia, with Hong Kong's Hang Seng down 2.6% and Indian markets also declining. The situation is exacerbated by recent attacks on Qatar's LNG facility, raising concerns over fuel supply and prices.

BlackRock, Inc.(1658.JP)