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JPM updates its Asia-Pacific transportation investment strategy for H2 2025

Sat, 27 Sep 2025 16:00:00 -0400

JPMorgan is bullish on the logistics sector, sees railways and airlines on a par, and takes a wait-and-see position on shippers, says a recent note on the firm’s 2025 Asia Pacific transportation investment strategy.

The firm has updated its investment strategy for 2H 2025 and recommends “a barbell strategy of favoring domestic demand and defensiveness combined with external demand and cyclicality.”

Furthermore, the updated strategy maintains the firm’s preference order, which places logistics and airlines first, marine transport second, and railways third.

Changing previous assumptions, JPMorgan analysts observed that factors like expanded investment in the US have prevented the Yen’s appreciation, and this

JPM updates its Asia-Pacific transportation investment strategy for H2 2025

Sat, 27 Sep 2025 16:00:00 -0400

The firm has updated its investment strategy for 2H 2025 and recommends “a barbell strategy of favoring domestic demand and defensiveness combined with external demand and cyclicality.”

Furthermore, the updated strategy maintains the firm’s preference order, which places logistics and airlines first, marine transport second, and railways third.

Changing previous assumptions, JPMorgan analysts observed that factors like expanded investment in the US have prevented the Yen’s appreciation, and this