Strong interest in Korea and China stocks J P M O R G A N Global Markets Strategy 01 September 2025 Consensus Asset Allocation (55-11) 4950-6684 emy.shayo@jpmorgan.com Banco J.P. Morgan S.A. David Aserkoff, CFA (44-20) 7134-5887 david.aserkoff@jpmorgan.com J.P. Morgan Securities plc Mixo Das (852) 2800-0511 mixo.das@jpmorgan.com J.P. Morgan Securities (Asia Pacific) Limited/ J.P. Morgan Broking (Hong Kong) Limited Anindita Gandhi Equity Macro Research Rajiv Batra AC (65) 6882-8151 rajiv.j.batra@jpmorgan.com ...