JPMorgan explains why it's cautious about ASEAN markets
Rajiv Batra of JPMorgan cites a possible U.S. recession and fading tailwinds from China's reopening as factors that could weigh on emerging markets.

Rajiv Batra, of JPMorgan, cites as factors a possible U.S. economic recession and the fading effects of China's reopening. He also mentions the recent spike in virus cases, which could be a headwind to the market.