Rajiv Batra
Head of Asia and Co-Head of Global Emerging Markets Equity Strategy at JPMorgan
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 21
$180.11
+12.2%
Batra is upbeat on Korean equities, stating that the KOSPI index is poised to reach its base case target of 10,000. Drivers include strong AI capital expenditure and memory market demand, manufacturing and defense resilience, policy support, and a favorable global backdrop. He notes the index has already been revised upward multiple times this year.
Macro
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