JPMorgan Asset Management's global market strategist, Raisah Rasid, has identified robotics and autonomous driving as potential leaders in the next wave of AI-driven market growth. Rasid emphasized that the AI sector is still evolving, with mass adoption accelerating, particularly in generative AI. She noted that as AI-related success extends beyond large-scale enterprises, earnings growth, especially in hardware, is propelling returns in major markets. However, Rasid cautioned that the significant gains seen in South Korea's KOSPI index during the first half of the year are unlikely to continue at the same pace. She anticipates a moderation in growth as companies may face challenges in sustaining strong pricing power in the hardware sector.