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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

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All Episodes

39:05

[Chinese version] 影片：聯準會九月份利率決策會議：讓寬鬆政策開始嗎?

On Investors’ Minds - APAC Edition ·

2024/09/26

[For the English version of this episode, please listen to the earlier released episode titled, "Aggressive start by the Fed but more volatilities ahead..."]聯準會於9月的會議宣佈降息 50 個基點。儘管市場較早已消化了大幅降息 50

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07:34

Will China's coordinated policies boost the economy?

On Investors’ Minds - APAC Edition ·

2024/09/24

In this 64th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the announcement by China’s central bank (PBOC), securities regulator (CSRC) and financial regulator (NFRA) on a series of policies to boost the housing market, economy and the stock market. Will this help to turn around the recent Chinese economic slowdown? Will housing prices stop its downward movement? Listen now to get up to date and find out what this all means for investors.The J.P. Morgan

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09:37

Aggressive start by the Fed but more volatilities...

On Investors’ Minds - APAC Edition ·

2024/09/19

In this 63rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the U.S. Federal Reserve's September meeting results, where the FOMC voted to cut the policy rate by 50bps. This is larger than expected and shows the Fed is keen to start its rate cut cycle with a bang. How did the market react immediately following this aggressive cut? What additional actions did the Fed include in their press release? Listen now to get up to date and find out what this all means for

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22:35

What are the potential market impacts of the U.S....

On Investors’ Minds - APAC Edition ·

2024/09/16

In this 62nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Stephanie Aliaga, Global Market Strategist based in the U.S., to discuss likely market implications from the two U.S. presidential candidates. What are the two candidates views on taxes and government spending? How could each candidate's views on trade policy and tariffs impact investments in Asia? How should investors incorporate the many different political developments into their

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10:24

What's next for the U.S. Fed? And the likely impact...

On Investors’ Minds - APAC Edition ·

2024/08/27

In this 60th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Fed's position on monetary policy, and then discusses in detail what this means for Asian central banks in the months ahead. Will we see the first U.S. interest rate cut in September? Which Asian central banks are likely to also cut their interest rates before the end of the calendar year? Listen now to get up to date and find out what this all means for investors.The J.P. Morgan Guide to the Markets

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42:58

VIDEO: Latest private equity trends in 2024

On Investors’ Minds - APAC Edition ·

2024/08/22

In this 59th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Kerry Craig discussing with Ashmi Mehrotra, Co-head of Private Equity Group at J.P. Morgan Asset Management, the latest trends, opportunities, and risks across the private equity landscape, including the importance of the growing secondary market. In addition to the discussion, Kerry and Ashmi also leverage charts from the Guide to Alternatives to help visualize some of the points

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07:51

VIDEO: Guide to Investing in Asia - 3 key questions

On Investors’ Minds - APAC Edition ·

2024/08/20

In this 58th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui leverages the recently published 3Q 2024 Guide to Investing in Asia to help address 3 key questions: i.) whether investors should still invest in Japanese equities, ii.) outlook for AI & tech related companies in Asia, and iii.) how the upcoming U.S. elections impact Asian equities. Listen or watch now to get up to date and find out what this all means for investors.The J.P. Morgan Guide to Investing in Asia

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09:41

Taking stock after recent market volatilities

On Investors’ Minds - APAC Edition ·

2024/08/13

In this 57th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a second look at the recent significant market volatility that has taken place across multiple global markets. The past week has reinforced why diversification is so important in riding out the occasional market turbulence, and with that behind us, how should investors prepare for the coming months ahead? Is a U.S. economy slowdown inevitable? How aggressive will the U.S. Fed cut rates through the end of 2024

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37:11

VIDEO: How should investors navigate the recent...

On Investors’ Minds - APAC Edition ·

2024/08/08

In this 56th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Kerry Craig, Global Market Strategist, discussing with Aisa Ogoshi, Asia Pacific Equities Portfolio Manager, and Nicholas Weindling, Japan Equities Portfolio Manager, the latest market volatility taking place globally, but very dramatically in Japan and other key Asian markets. Kerry, Aisa, and Nicholas dive into not only the primary factors that have led to the recent market drops

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10:23

U.S. and Japan market moves are causing some summer...

On Investors’ Minds - APAC Edition ·

2024/08/05

In this 55th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig summarizes the recent market volatility in the U.S. and Asia following the release of the U.S. July job numbers and earlier U.S. Fed meeting notes. Will these recent market moves impact the timing of Fed interest rate cuts? Will the Japanese authorities step in to influence the yen / U.S. dollar rate? Can the Japanese economy maintain it's recent growth? Listen now to get up to date and find out what this all

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34:15

VIDEO: U.S. interest rate cuts are coming... when?

On Investors’ Minds - APAC Edition ·

2024/08/01

In this 54th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Kerry Craig, Global Market Strategist, diving into the latest developments from the Federal Market Open Committee's July meeting. Kerry summarizes the Fed's decision to hold current U.S. interest rates steady, their dovish tone towards the U.S. economy, their policy rate trajectory and the potential for a rate cut in September. Listen or watch now to get up to date and find out

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09:47

Time to take another look at Japanese equities?

On Investors’ Minds - APAC Edition ·

2024/07/16

In this 52nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent positive performance of the Japanese economy, the major drivers impacting its positive momentum, and attractiveness to foreign investors. What's next for the Yen? Will the Bank of Japan shift its bond purchasing strategy? Can Japanese equities continue its recent growth? 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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53:40

VIDEO: Looking forward with the latest 3rd Quarter...

On Investors’ Minds - APAC Edition ·

2024/07/12

In this 51st episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui and Grace Teh from the Global Strategic Relationships team discussing the latest developments in the global markets over the first half of 2024, and what to look out for through the rest of the year. Listen and watch Tai and Grace leverage slides from the just released 3rd quarter Guide to the Markets Asia to get up to date on likely central bank moves, inflation numbers,

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14:00

Which global markets will grow the most over the next...

On Investors’ Minds - APAC Edition ·

2024/06/26

In this 50th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Sylvia Shang, Multi-Asset Strategist from the Multi-Asset Solutions team, to discuss key highlights from the recently released 3rd quarter Global Asset Allocations Views publication. Will the U.S. continue to lead global growth? Can European consumers and manufacturing boost its performance? How will potential central bank rate cuts impact fixed income? Listen now to get up to date and

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06:41

2024 Mid-Year Outlook: Playing both offense and...

On Investors’ Minds - APAC Edition ·

2024/06/17

In this 48th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui previews key points from the Market Insights Asia 2024 Mid-Year Outlook publication. Global economic growth is converging, inflation is settling within the target range for most Asian economies, and earnings growth looks to stay positive in multiple global markets. Diversification will continue to be key, much like team sports needing to have the right mix of athletes, an investment portfolio will need a good balance

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08:45

What's changed with the June U.S. Fed's outlook?

On Investors’ Minds - APAC Edition ·

2024/06/14

In this 48th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Federal Reserve's June meeting results, where the FOMC voted to leave the Federal funds rate unchanged, but did indicate some interesting takeaways that has caused a bit of a rollercoaster ride in the markets this week. What are likely impacts to equities and fixed income? 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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08:22

After India's elections, what's next?

On Investors’ Minds - APAC Edition ·

2024/06/05

In this 47th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recent surprising India election results, and what it means for India being able to continue its strong performing equity market. Can current Indian equity market valuations be sustained or grow even higher? Will more businesses create manufacturing capacity in India? 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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07:20

Is a simple 60/40 stock-bond portfolio good enough?

On Investors’ Minds - APAC Edition ·

2024/05/29

In this 46th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores whether the traditional 60/40 stock-bond portfolio still works in today's markets. Are there changes in the world that now require a rethink? How does inflation, fiscal deficits, and other asset classes impact portfolio construction? 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

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42:50

VIDEO: What's next for China equities - Addressing...

On Investors’ Minds - APAC Edition ·

2024/05/21

In this 45th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui, Howard Wang, and Rachel Moy discussing the most pressing concerns from investors regarding the latest developments around Chinese equities. Listen and watch Tai and Howard leverage slides from the Guide to the Markets and additional sources 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

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07:32

VIDEO: Introducing the new Guide to Investing in Asia

On Investors’ Minds - APAC Edition ·

2024/05/14

In this 44th episode of the On Investors' Minds - APAC Edition podcast, we share this special video episode of Tai Hui introducing the newly updated and revised Guide to Investing in Asia. Tai walk through 5 specific charts (out of 77 in total) to highlight investing opportunities in Japan, India, Taiwan and other Asia markets. Watch or listen now to get up to date and find out how investors can better invest throughout the Asia region. The 2Q 2024 Guide to Investing in Asia can be downloaded

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