JPMorgan Asset Management’s Ogoshi Sees Risk in Concentrated Tech Trade, Still Upside in AI Supply Chain
2026-06-17 03:05:56
Aisa Ogoshi of JPMorgan Asset Management said “risk obviously is in the tech trade” because of market concentration. According to Bloomberg, she added there is “more upside to the tech trade” tied to the AI data center supply chain and also discussed the outlook for the Bank of Japan.
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