<2>Why JPMorgan says the international stock story still has legs
<3>The Case for International Stocks
JPMorgan’s analysts have been singing the praises of international stocks, citing a combination of factors that make them an attractive investment opportunity. In this article, we will explore the reasons behind their optimism and why international and emerging stocks are likely to continue their outperformance.
<4>Decent Growth Forecasts
One of the key drivers of JPMorgan’s positive outlook is the decent growth forecasts for international stocks. According to a recent report by the bank, emerging markets are expected to grow at a rate of 4.5% in 2024, while developed markets are forecast to grow at a rate of 2.5%. This growth is driven by a combination of factors, including a pick-up in global trade and a recovery in commodity prices.
<5>Benign Inflation Environment
Another factor that is working in favor of international stocks is the benign inflation environment. With inflation rates remaining low, central banks are less likely to raise interest rates, which in turn makes it more attractive for investors to put their money into stocks. JPMorgan’s analysts believe that the low inflation environment will continue to support economic growth and make it easier for companies