JPMorgan Chase said investors can take advantage of the weak stock market to increase allocation.

J.P. Morgan strategists stated that investors can increase their equity allocation during market weakness, despite frequent geopolitical risks, as military, political, and economic constraints indicate that the situation is unlikely to escalate in the long term. Strategists like Mislav Matejka expressed a constructive view on global equities even after experiencing a V-shaped rebound, citing resilient corporate earnings momentum, potential improvements in liquidity and interest rate environment. Unlike last year's narrow market rally driven by a few large companies, this year's market leaders are expected to be more diverse. Despite recent significant declines, strategists are cautious about "artificial intelligence risk stocks", but believe these stocks may experience tactical rebounds in the short term, ultimately suggesting selling opportunities in 12-18 months. At a regional level, they anticipate outstanding performance in international equities as the US dollar index and yields decrease and market participation increases, maintaining a higher allocation to emerging markets rather than developed markets, and remaining optimistic about the mining sector.