JPMorgan sees 4-6 weeks of volatility in Asian markets, stays bullish on AI and financials

Mixo Das, Asia Equity & Quant Strategist, JPMorgan, expects equity markets in Asia, including India, to remain volatile over the next four to six weeks amid geopolitical risks, oil price uncertainty and global rate moves. The brokerage continues to prefer AI and financials while keeping a neutral stance on India. What is driving this investment strategy?