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PODCAST

On Investors’ Minds - APAC Edition

JP Morgan Asset Management Market Insights

Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening the financial markets from our Asia Pacific headquarters in Hong Kong

business investing

All Episodes

07:32

Potential response from China on the latest tariff...

On Investors’ Minds - APAC Edition ·

2025/04/22

In this 91st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui catches us up on the latest economic data on the Chinese economy and what impact is likely from the recent tariff tensions. What areas of the Chinese economy are performing well? Which areas will likely need stimulus from the central government in order to hit the country's growth target for 2025? How will the Chinese yuan and U.S. dollar trend in the coming months? Listen now to get up to date and find out what

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08:21

What have we learned since President Trump's...

On Investors’ Minds - APAC Edition ·

2025/04/16

In this 90th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the past 2 weeks since U.S. President Trump's market impacting Liberation Day on April 2nd. There have been tariff postponements, rising tensions with multiple trading partners, and stock markets feeling like a roller coaster ride since the start of April. What's been the impact on the U.S. economy? Will U.S. treasury yields continue to move higher? How have the uncertain tariff policies impacted the way

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30:52

U.S. Tech and what's next after all the volatility

On Investors’ Minds - APAC Edition ·

2025/03/25

In this 87th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Joseph Wilson, portfolio manager and research analyst covering the technology sector with the U.S. Equity Group, to take a closer look at the recent performance of the U.S. tech sector amidst a lot of recent market volatility. What are the risks and opportunities that investors should be mindful of in the U.S. tech area? How does China's recent AI development compare to similar innovation taking place in

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15:06

Can European equities make your portfolio better?

On Investors’ Minds - APAC Edition ·

2025/03/13

In this 86th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Regina Liu, Head of Investment Specialist team in Asia for the International Equities Group, to take a closer look at the significant outperformance by European equities over U.S. equities since the start of 2025. What recent global events have created this favorable environment for European companies? How can exposure to European equities help with portfolio diversification for investors? What is the

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11:43

Are uncertainties in U.S. government policies leading...

On Investors’ Minds - APAC Edition ·

2025/03/11

In this 85th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the large overnight market drop in the U.S. (March 11th, 2025), and highlights some of the underlying reasons leading to the negative investor sentiment. How are businesses adjusting to the latest tariff developments and cutbacks on U.S. government spending? What were the market bright spots when many companies had large downward movements? With financial markets showing significant concerns, could future

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17:22

What is causing the recent U.S. market volatility? ...

On Investors’ Minds - APAC Edition ·

2025/03/05

In this 84th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Dr. David Kelly, Chief Global Strategist, to shed light on what's causing the latest U.S. financial markets volatility. Which U.S. government policies have impacted the markets the most? How confident are American businesses in navigating the recent changes in tariffs? Can the U.S. economy traverse through these recent challenges? Listen to Tai and David discuss their views and find out what this all

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28:43

How do transportation assets generate income for...

On Investors’ Minds - APAC Edition ·

2025/03/03

In this 83rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Anurag Aggarwal, Head Portfolio Manager for the Global Transportation Group at J.P. Morgan, to take a deeper look at the world of investing in the transportation world. Ships, planes, trains, and electric buses? What are the assets worth considering when talking about transportation investing? How is investing in transportation different from other parts of the Alternatives world? What are the

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26:43

The Essentials of Sustainable Investing

On Investors’ Minds - APAC Edition ·

2025/02/10

In this 81st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Tomomi Shimada, Head of Sustainable Investing Client Solutions for Asia Pacific, to discuss the importance of sustainable investing for investors, and the latest areas of focus that clients have been asking about, such as AI, help in scouting future growth opportunities, and food security. Why do clients want to incorporate sustainable objectives into their investment portfolio? What are some of the

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11:09

Volatile markets after Lunar New Year: Tariffs, AI...

On Investors’ Minds - APAC Edition ·

2025/02/04

In this 80th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui welcomes everyone back from the Lunar New Year break, and takes a closer look at the recent market volatility that has stemmed from recent tariff tensions, new AI engines, and the U.S. Fed taking a pause. Listen now to get up to date and find out what this all means for investors.The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through

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53:48

VIDEO: The new Trump administration and what...

On Investors’ Minds - APAC Edition ·

2025/01/27

In this 79th episode of the On Investors' Minds - APAC Edition podcast, we are excited to share this special video replay of our Market Insights strategists based in the U.S. diving into the first couple days of the new Trump administration. Led by Dr. David Kelly - Chief Global Strategist, and joined by Gabriella Santos - Chief Market Strategist for the Americas, and Brandon Hall - Research Analyst, this special episode features an insightful discussion on where the current U.S. economy stands,

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09:23

Rate Cuts and Market Reactions: What the December Fed...

On Investors’ Minds - APAC Edition ·

2024/12/19

In this 76th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the market reactions from the overnight U.S. Fed rate cut. Why did the U.S. equity markets react so negatively? What is the Fed's expected growth for the U.S. economy in the new year? How many more rate cuts will there be in 2025? Listen now to get up to date and find out what this all means for investors.The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market

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29:48

VIDEO: Guide to Alternatives - How policy twists and...

On Investors’ Minds - APAC Edition ·

2024/12/13

In this 75th episode of the On Investors' Minds - APAC Edition podcast, Jennifer Qiu and Kerry Craig are joined by special guest Gary Leung, Head of Alternatives (APAC Client), to discuss the latest the impact of recent election results on alternative asset classes. Will stronger growth and deregulation outweigh concerns around U.S. deb sustainability and higher tariffs? How can Alternatives help navigate investors through these upcoming policies? Listen now to Jennifer, Kerry, and Gary

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26:22

How impactful are tariffs to the U.S. and Chinese...

On Investors’ Minds - APAC Edition ·

2024/12/09

In this 74th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jennifer Qiu, Global Market Strategist, to discuss the potential impact of tariffs on both the U.S. and Chinese economies. During the first Trump administration back in 2017, how were tariffs applied and what was the impact to the financial markets? What kinds of tariffs have been mentioned so far, and what's likely to happen in reciprocal trade policies in 2025, after the new administration is sworn in

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08:36

Highlighting 5 possible investment risks in 2025

On Investors’ Minds - APAC Edition ·

2024/11/28

In this 73rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights 5 possible investment risk scenarios from the 2025 global market outlook. Could inflation start to rise again? How will a change in government in the U.S. impact fiscal discipline? Will border conflicts around the world impact commodity supply chains and shipping routes? Listen now to get up to date and find out what this all means for investors.The J.P. Morgan Guide to the Markets illustrates a

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07:55

What are the key investment themes for 2025?

On Investors’ Minds - APAC Edition ·

2024/11/26

In this 72nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights key investment themes from the 2025 global market outlook. With inflation easing and central banks adjusting policies, Tai summarizes how these dynamics shape investment strategies for the year ahead. Listen now to get up to date and find out what this all means for investors.The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics

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08:56

Navigating tax changes: What Trump's policies mean...

On Investors’ Minds - APAC Edition ·

2024/11/22

In this 71st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Meera Pandit, Global Market Strategist based in New York, to discuss what's to come with the incoming Trump administration, and the various mentioned tax cuts during the presidential election campaign. What could tax cuts mean for U.S. companies' earnings and the equity markets? Listen now to Tai and Meera's discussion to get up to date and find out what this all means for

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08:02

Is the recent market rally sustainable with a strong...

On Investors’ Minds - APAC Edition ·

2024/11/13

In this 70th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent U.S. dollar (USD) appreciation and the different political, policy, and economic factors that has caused it to get so strong. What's the near term direction for the USD? What's been the impact to bonds? What's the investment case for Asian equities amid a strong USD? Listen now to get up to date and find out what this all means for investors.The J.P. Morgan Guide to the

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53:49

VIDEO: U.S. Presidential Election Update - What's the...

On Investors’ Minds - APAC Edition ·

2024/11/07

In this 69th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui and Dr. David Kelly, our Chief Global Strategist based in New York, to provide an immediate reaction on the initial results from the U.S. presidential election along with the equally critical house and senate races. What does the election mean for the U.S. and global economy? What are the likely broader investment implications? Listen and watch Tai and Dr. Kelly to get up

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47:28

VIDEO: Deep dive into the U.S. elections and market...

On Investors’ Minds - APAC Edition ·

2024/10/10

In this 66th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui and Dr. David Kelly, our Chief Global Strategist based in New York, to preview the final stretch of 2024, when a combination of politics and policies in the U.S. take center stage. The Federal Reserve (Fed) has finally started its rate cut cycle, and the key question now is the pace of policy easing in the months had and the ultimate destination. For China, the economy is

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11:14

A closer look at the Chinese market rally ... can it...

On Investors’ Minds - APAC Edition ·

2024/10/02

In this 65th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent China market rally that has seen the CSI 300 index surge by 25% and similarly large gains in H-shares and the MSCI China index. What were the government policy changes that helped to start the rally? How did previous rallies in the past few years perform over time? What factors will help sustain this latest rally? Listen now to get up to date and find out what this all means for

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99 results

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