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Bloomberg

India Earnings at Risk as Oil Shock Hits Growth

J.P. Morgan is warning that India's corporate earnings outlook faces rising risks from higher oil prices and prolonged Middle East tensions, with potential downside for equities and the rupee. The bank says elevated energy costs could pressure margins, weaken demand and force earnings downgrades if disruptions persist. The segment explores what this means for Indian markets, valuations and policy choices as the Reserve Bank of India balances currency stability against growth concerns. Rajiv Batra, Head of Asia and Co Head of Global Emerging Markets Equity Strategy at J.P. Morgan, spoke with Haslinda Amin on Insight with Haslinda Amin.

Read more: India Earnings at Risk as Oil Shock Hits Growth
Bloomberg

JPMorgan's Foley Sees Strong IPO Growth in HK, China

Kevin Foley, Co-Head of Global Investment Banking at JPMorgan, says deal-making activity remains strong globally despite the higher rates environment and inflationary pressures. He expects IPO activity to grow significantly in Hong Kong and mainland China, particularly in the AI and healthcare sectors. He spoke exclusively with Bloomberg's Haslinda Amin on the sidelines of the JPMorgan Global China Summit.

Read more: JPMorgan's Foley Sees Strong IPO Growth in HK, China