Asia Is Home to ‘Picks and Shovels’ of AI Supply Chain, JPMorgan’s Shen Says

JPMorgan Asset Management’s Joanna Shen says the firm does “not think US exceptionalism should be at the cost of Asian equities in 2025.” Shen tells Bloomberg Television that there are different themes to consider in the region, particularly the AI sector. She says Asia is home to “the picks and shovels” of the semiconductor supply chain, which presents opportunities for investors. (Source: Bloomberg)Read More