Pact could trigger a global rally
Finnomena sees AI infrastructure and the AI supply chain as the clearest beneficiaries of improving market conditions.
The artificial intelligence (AI) supply chain is one of the most attractive investment themes should a potential peace agreement between the US and Iran materialise, says Finnomena Funds, noting it could be a catalyst for a global market rally.The investment firm believes the anticipated ceasefire deal between Washington and Tehran represents a turning point for global financial markets, as geopolitical tensions that have weighed on investor sentiment begin to ease.
According to Jessada Sookdhis, chief executive and co-founder of Finnomena Funds, a successful agreement would create a favourable environment for risk assets, supported by a weaker dollar, declining bond yields and renewed investor confidence in technology and AI-related sectors.
"We view this as an important investment window for investors seeking opportunities from a weakening dollar and lower bond yields, while also benefiting from positive sentiment across the AI supply chain," he said.
