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Why Consumption Trumps Capital Expenditure in Current Market Conditions

real estate news

Why Consumption Trumps Capital Expenditure in Current Market Conditions

Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy at JPMorgan, emphasizes the importance of consumption over capital expenditure in the current market conditions, driven by fiscal policies and domestic demand in India.

August 22, 2025
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Why Consumption Trumps Capex in Current Market Conditions: JPMorgan's Rajiv Batra's Insights

Real Estate

Why Consumption Trumps Capex in Current Market Conditions: JPMorgan's Rajiv Batra's Insights

Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy at JPMorgan, discusses the shift towards domestic demand in India and other emerging markets. The focus is on consumption over capital expenditure, driven by fiscal policies supporting consumption. The portfolio is overweight on financials, consumer staples, discretionary (excluding auto), healthcare, power, defence, and real estate, while being underweight on IT, pharma, and auto.

August 22, 2025
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Wells Fargo Takes Legal Action Against JPMorgan Over $481 Million Real Estate Loan

Real Estate

Wells Fargo Takes Legal Action Against JPMorgan Over $481 Million Real Estate Loan

Wells Fargo has filed a lawsuit against JPMorgan Chase, alleging misconduct over a $481 million real estate loan that financed the 2019 purchase of 43 multifamily properties by the Chetrit Group, a private Manhattan real estate development firm.

March 11, 2025
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Wells Fargo Takes JPMorgan to Court Over $481 Million Real Estate Loan Dispute

real estate news

Wells Fargo Takes JPMorgan to Court Over $481 Million Real Estate Loan Dispute

In a significant legal battle, Wells Fargo, the fourth-largest U.S. bank, has filed a lawsuit against JPMorgan Chase, the largest U.S. bank, over a troubled $481 million real estate loan. The dispute hinges on allegations that JPMorgan failed to conduct p

March 11, 2025
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The Office Market's Struggle is Real: Can Lower Interest Rates Save the Day?

real estate news

The Office Market's Struggle is Real: Can Lower Interest Rates Save the Day?

The pandemic has taken a toll on the office market, with widespread remote work and companies reassessing their space needs. With $1.5 trillion in commercial real estate debt set to mature, can lower interest rates save the day?

September 15, 2024
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