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09:42
Jan 16
Jan 16
JPMorgan bets on security supply-chain resiliency.
Dimon says JPMorgan is committing $1.5 trillion over 10 years to security and resiliency investments because the US has become too reliant on potential adversaries and even allies for critical goods. Research across 28 industry groups identified rare earths, active pharmaceutical ingredients, military production, drones, air, cyber, satellite, and shipbuilding as key resiliency areas. He says there has been a deluge of interest, JPMorgan hired Todd Combs, will invest $10 billion and likely more, will partner with companies needing growth capital, and will extend the effort to Europe, Australia, Japan, and South Korea.
HIGH
About Active pharmaceutical ingredients Investor Commentary
Across the available history and selected sources, Buzzberg tracks Active pharmaceutical ingredients across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Jamie Dimon.