The World’s Hottest Stock Market Can Jump Another 37%, JPMorgan Says. How to Play It.
The articles argue equity markets remain strong and have further upside. JPMorgan sees South Korea’s KOSPI extending its torrid rally, raising targets to 7,000 (13% above current levels) and 8,500 (37% higher), citing a 37% rise in 2026 earnings estimates led by memory-chip names. Separately, U.S. coverage highlights an AI-driven breakout in the S&P 500, with a bullish view that the index could reach 7,500 by year-end as mega-cap tech gains have added trillions to market value and energy prices retreat. For U.S. investors, ETFs are suggested as access points. Overall market impact: bullish momentum across major equity markets, driven by AI/tech and cyclical earnings, with potential for further multiple-driven gains and index-level forecasts pushing new highs.