JPMorgan: Iran tensions are an opportunity to buy on dips, not a reason to exit stocks

JPMorgan has assessed the escalating geopolitical tensions involving Iran not as a signal to exit the stock market, but as an opportunity to buy on price dips. According to analyst Mislav Matejka, now is the time to leverage short-term weakness to increase positions. He predicted that the current conflict is likely to be temporary and that the surge in oil prices will also ease over time. JPMorgan anticipates that fundamentals will remain robust and inflation will stay within a manageable range. The bank also analyzed that the repricing in the technology and AI sectors has largely been completed, which could limit further downward pressure. JPMorgan maintained its overweight recommendation for international stocks, emerging markets, and eurozone equities.