Asian Investors Repositioning Portfolios, JPMorgan's Craig Says

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Asian investors are repositioning their portfolios, driven by rotation within portfolios rather than a flight away from risk assets, according to JPMorgan's Craig.

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Market impact analysis based on neutral sentiment with 80% confidence.

Sentiment
Neutral
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80%
Time Horizon
Short Term

Article Context

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Kerry Craig of JPMorgan Asset Management says Asian markets are experiencing continued repositioning by investors. He sees the moves as driven by rotation within portfolios rather than thinking about "a big flight away from risk assets at the moment." (Source: Bloomberg)

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Original article published by Bloomberg on March 4, 2026.
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