Aisa Ogoshi of JPMorgan Asset Management says "risk obviously is in the tech trade" due to the market concentration. But she adds that "there's more upside to the tech trade" in terms of the AI data center supply chain. Ogoshi also discusses the outlook for the Bank of Japan. (Source: Bloomberg)
Aisa Ogoshi of JPMorgan Asset Management says "risk obviously is in the tech trade" due to the market concentration. But she adds that "there's more upside to the tech trade" in terms of the AI data center supply chain. Ogoshi also discusses the outlook for the Bank of Japan. (Source: Bloomberg)
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