Standard Chartered Favors US-Asia Equity Rotation, AI Supply Chain

Standard Chartered’s wealth management unit remains constructive on global equities even as Middle East tensions and doubts over returns on artificial-intelligence spending fuel sharper market swings. The bank views stocks as a preferred asset class, arguing that earnings resilience and structural growth themes continue to support risk appetite despite uncertainty over geopolitics and the payoff from heavy AI capital expenditure.

In its latest market outlook, Standard Chartered said it favors US and Asian equities and expects investment opportunities to emerge as capital rotates across markets and sectors. The bank advised investors to use pullbacks to build exposure to China and India, while targeting AI supply-chain beneficiaries in Taiwan and South Korea. The strategy seeks to capture longer-term technology demand without ignoring near-term volatility and valuation risks.