7 days ago
Jitta Wealth unveils mid-year investment strategy
Jitta Wealth Asset Management has unveiled its mid-year investment strategy for 2025, spotlighting the power of artificial intelligence (AI) in navigating global market volatility.
According to Trawut Luangsomboon, chief executive and and co-founder of Jitta Wealth, while geopolitical tensions have slightly subsided, inflationary pressure and interest rate uncertainty continue to pose significant market risks in the second half of 2025.
To address these challenges, Jitta Wealth recommends an 80:20 split between Core (global exchange-traded funds [ETFs]) and Satellite (Jitta Ranking Alpha) allocations which strike a balance between stability and the potential for enhanced returns through strategic market targeting.
Jitta Wealth's Core portfolio utilises global ETFs that invest in high-quality equities and bonds worldwide.
Meanwhile, the Satellite portion employs Alpha AI, Jitta's proprietary country-selection algorithm, to pinpoint the most promising stock markets at the right time.
This 80:20 strategy was stress-tested early this year, resulting in limited drawdowns and a return to positive performance by mid-year.
Despite US equities hitting new highs, Mr Trawut cautioned investors to watch rising US debt levels and diminishing demand for US treasuries.
In contrast, China continues to demonstrate strong fundamentals. Though consumer sentiment remains cautious, China's GDP consistently grew above 5.5% from 2021 to 2024, nearly 2 percentage points higher than the global average -- highlighting its economic resilience.
According to Jitta Market Prediction, the firm's AI-powered analytics platform, the attractiveness of US equities is waning.
The ratio of undervalued to overvalued stocks in the US dropped to 0.61 times in July 2025, down from 0.72 times at year-end 2024.
In contrast, China's ratio surged to 15.6 times, up from 9 times over the same period -- indicating a significantly more favourable valuation landscape.
"The global economy is increasingly shaped by US–China dynamics. While it remains uncertain who will emerge as the global leader in the next decade, both markets will remain key growth drivers," Mr Trawut said.
"Our AI continues to flag China as a high-potential investment market in the second half of 2025."
So far this year, China-focused themes have outperformed, with: Healthcare, +29.3%; Clean Energy, +26.1%; Broad China Equity, +23.1%; and Hong Kong stocks, +22.5%.
