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Fitch says Eastern Europe’s economic growth is resilient but constrained by limited policy space.

2026-10-12

Fitch says Eastern Europe’s economic growth is resilient but constrained by limited policy space.

Other News
2026-10-12

South Korea's KOSPI index slid below 6,400, down 3.43% on the day.

South Korea's KOSPI index slid below 6,400, down 3.43% on the day.
2026-10-12

JP Morgan analysts say AI stocks could account for as much as half of Asia index weight and may drive 70% of the region's 2027 earnings growth. They say Asia's AI exposure is concentrated in hardware and expect supply tightness to persist at least th

JP Morgan analysts say AI stocks could account for as much as half of Asia index weight and may drive 70% of the region's 2027 earnings growth. They say Asia's AI exposure is concentrated in hardware and expect supply tightness to persist at least through 2028, a dynamic that would grant suppliers significant pricing power. JP Morgan flags the most acute shortages in advanced logic chips, chip packaging (Ajinomoto build-up-film/ABF substrates), semiconductor equipment, high-end copper-clad laminates, HBM and high-speed optical components. The bank projects the AI ecosystem will generate net profits above $1 trillion and free cash flow around $700bn by 2028. JP Morgan retains overweight ratings on technology and on Taiwan and Korea equities.
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