commitment
JPMorgan's global market strategist Dubravko recommends going long on stocks that performed strongly over the past 12 months and shorting stocks that performed strongly over the past 3 months.
A commitment by 摩根大通全球市场策略主管Dubravko. Statements are as reported by the cited publishers — not verified by DecisionGateway.
做多过去12个月表现强劲的股票、做空过去3个月表现强劲的股票
Related claims
The recommended stocks are for a one-to-six-month horizon.LiveMint · statementOverall, the long-term trend of the bond market is relatively strong, but the pace of phased increases may slow, making range-bound, box-range movements more likely, with pullback opportunities and lower cost-effectiveness of chasing highs.付裕 · predictionFrom a valuation and crowding trading perspective, long-end bond yields are already at historical lows and duration is crowded, meaning the risk-reward ratio has declined; once there is a negative disturbance, volatility will significantly amplify.付裕 · statementJefferies issued 7 'Buy' recommendations with 9% to 51% upside potential.thefinancialexpressonline · statementLow-volatility stocks have become less attractive; if still allocating, healthcare is the top choice, followed by utilities and consumer staples.摩根大通全球市场策略主管Dubravko · predictionThe J.P. Morgan indicator fell 25 points.axtronok · statement
More claims by 摩根大通全球市场策略主管Dubravko
Consumer cyclical stocks remain weighed down by high oil prices, borrowing costs and housing shortages, but apparel, restaurants and retail are favored over the long term.predictionLow-volatility stocks have become less attractive; if still allocating, healthcare is the top choice, followed by utilities and consumer staples.predictionLarge cloud computing providers have limited short-term upside, but over the medium term they are expected to benefit from tighter computing power supply, which improves pricing power, margins and cash flow.predictionAfter a concentrated selloff, an attractive buying point has emerged in the upstream AI supply chain.predictionThe strategy amounts to being bullish on tech stocks outperforming energy and defensive sectors.prediction
All claims by 摩根大通全球市场策略主管Dubravko