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Look to Asia for AI-themed investments, says JP Morgan Apac equities head

The region’s equities are buttressed by a substantial valuation gap against US peers and a macro environment of lower interest rates

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Genevieve Cua

Genevieve Cua

Published Tue, Oct 21, 2025 · 05:08 PM
    • Anuj Arora (left), JP Morgan Asset Management head of emerging markets and Apac equities, and Alexander Treves, head of investment specialists (Apac). Arora says the valuation gap between the top 10 tech hardware names in US and Asia is nearly 50 per cent.
    • Anuj Arora (left), JP Morgan Asset Management head of emerging markets and Apac equities, and Alexander Treves, head of investment specialists (Apac). Arora says the valuation gap between the top 10 tech hardware names in US and Asia is nearly 50 per cent. PHOTO: JP MORGAN ASSET MANAGEMENT

    [SEOUL] Investors fret about the overvaluation risks in artificial intelligence (AI)-themed investments, but Asian equities are a fertile hunting ground – buttressed by a substantial valuation gap against US peers and a macro environment of lower interest rates.

    This was the view of heads of regional and global equities at the JP Morgan Asset Management Asia Media Summit in Seoul last week.

    Expectations of US equities remained “constructive”, as a global CIO panel expressed. But investors need to “keep expectations realistic”, said Paul Quinsee, the firm’s global head of equities.

    Artificial IntelligenceInvestment outlookAsian equitiesNasdaq

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