x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

9:44

Initial market & economic implications of the U.S....

On Investors’ Minds - APAC Edition ·

2026/03/02

In this 136th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides an initial assessment of the impact post the U.S. and Israel air strikes on Iran (and its retaliatory actions) during the weekend of February 28th. What people and leadership changes have occurred? Has there be any impact to energy prices and the overall energy markets so far? Which equity sectors are expected to be impacted by this weekend's developments and which sectors could experience positive

en

15:40

Is now the time for Value style investing to shine?

On Investors’ Minds - APAC Edition ·

2026/02/26

In this 135th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Kyle Williams, Portfolio Manager within the International Equity Group, based in London, to assess how Value style investing is well placed in the current financial markets. What exactly is Value style investing? How has the growth of U.S. tech stocks over the past couple of years lead to the appeal of international equities? Are there Value investment opportunities along the AI supply chain?

en

9:50

U.S. Supreme Court rules against Trump's tariffs

On Investors’ Minds - APAC Edition ·

2026/02/23

In this 134th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides a timely update on the U.S. Supreme Court's ruling that U.S. President Trump exceeded his authority to impose "reciprocal" tariffs globally, as well as targeted import taxes intended to address fentanyl trafficking. How did President Trump react to the Supreme Court's decision? Will there be refunds of the tariffs paid so far to date? Did the financial markets experience any significant movements, up or

en

5:38

U.S. Fed shifting towards neutral

On Investors’ Minds - APAC Edition ·

2026/01/29

In this 131st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the January 2026 FOMC meeting that kept the federal funds rate unchanged at 3.50-3.75%. What did Chair Powell say about future potential rate cuts? Did any other Fed board members vote differently? How did the market react to the Fed keeping the rate unchanged? Listen now to Tai to get up to date and find out what this all means for investors.The J.P. Morgan Guide to the Markets illustrates a

en

7:50

Could U.S. pre-election policies upset market returns?

On Investors’ Minds - APAC Edition ·

2026/01/20

In this 130th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the latest U.S. policies leading up to the 2026 mid-term elections. From concerns by American consumers regarding affordability and cost of living, to suggestions by the U.S. President to limit credit card interest rates, through to possible additional tariffs, there are a number of policies under consideration that could impact the financial markets. Listen now to Tai to get up to date and

en

46:25

How will global politics, AI, and central banks...

On Investors’ Minds - APAC Edition ·

2026/01/15

In this 129th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig leveraging the just released Q1 2026 edition of the Guide to the Markets - Asia, to walk through the latest developments in the U.S., Asia, and Europe and how they will affect the markets in 2026. How many more rate cuts are expected by major central banks in 2026? Can AI investments continue to lift Asian financial markets into 2026? Will Chinese consumers

en

8:00

Investors' new year resolutions for 2026?

On Investors’ Minds - APAC Edition ·

2026/01/06

In this 128th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui kicks off the new year like so many of us do, by taking a look at what new year resolutions investors should consider when it comes to portfolio management. How much further can U.S. tech companies continue to grow? Which Asian markets will see the biggest AI-related gains? What benefits can income generation bring to an investor's 2026 portfolio? Listen now to Tai to get up to date and find out what this all

en

32:00

Highlighting private market opportunities with the...

On Investors’ Minds - APAC Edition ·

2025/12/11

In this 124th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Aaron Mulvihill, Global Market Strategist, to dive into the world of alternative assets through the just released Guide to Alternatives for Q4 2025. What are the private market opportunities surrounding the rise of Artificial Intelligence (AI)? What diversification advantages are present when investing in alternatives? How has the recent pickup in IPO activity affected the private equity market

en

19:41

A strong Q3 for Asia Pacific earnings: AI demand...

On Investors’ Minds - APAC Edition ·

2025/12/05

In this 123rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Adrian Wong, Global Market Strategist, to break down the Q3 earnings for Asia Pacific corporates. Has the Artificial Intelligence (AI) growth story been too focused on U.S. based companies, and not enough on those based in APAC? Which specific APAC markets are benefiting the most from AI's growth over the past year? What are the recent APAC fiscal policy shifts that have contributed to the positive

en

34:10

U.S. Fed makes a second consecutive rate cut ... will...

On Investors’ Minds - APAC Edition ·

2025/10/31

In this 119th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig recaps the outcome from the October U.S. FOMC meeting where Fed Chair Jerome Powell confirmed the largely expected 25 basis point cut in the benchmark interest rate. What comments did the Fed share regarding the current and potential future state of the U.S. economy? Are there further rate cuts expected through the end of 2025? How is the current U.S. government shutdown impacting the Fed's rate cut decision

en

7:07

Summarizing China's top priorities from their latest...

On Investors’ Minds - APAC Edition ·

2025/10/28

In this 118th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recently wrapped up 4th Plenum of the Chinese Communist Party, where the focus was in setting the 15th Five-Year Plan (FYP) for the period covering 2026-2030. What are the top priorities set forth by the Chinese government? How can investors best position their portfolios to complement China's top priorities? What are the potential risks that need to be kept on focus? Listen now to Tai to get up to date

en

6:51

After rallying impressively, what role can gold play...

On Investors’ Minds - APAC Edition ·

2025/10/14

In this 116th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recent strong performance of gold, up over 50% in 2025 alone, and what role it can serve within an investor's portfolio. How has lower interest rates globally impacted the attractiveness of gold as an investment? How have central bank actions impacted gold prices? What's the outlook for gold when compared to equities or fixed income? Listen now to Tai to get up to date and find out what this all means

en

36:24

Asia markets are on a tear in 2025. What are the keys...

On Investors’ Minds - APAC Edition ·

2025/09/29

In this 114th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Mark Davids, Senior Portfolio Manager and Co-Head of the Asia Pacific Regional team within the Emerging Markets and Asia Pacific (EMAP) Equities team, to take a closer look at the strong 2025 year Asian markets have had so far. Which specific markets have performed the strongest and what has been their underlying drivers? How has the U.S. dollar weakness this year impacted Asian markets? Which sectors

en

18:08

Identifying key ETF growth trends in the U.S. and Asia

On Investors’ Minds - APAC Edition ·

2025/09/09

In this 111th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jon Maier, Global Chief ETF Strategist, to understand the latest developments around ETFs globally using the recently released Guide to ETFs. What are the latest trends around active vs passive ETFs? What is the Guide to ETFs - Asia and how can investors benefit from the Guide? How can ETFs help with building a diversified portfolio? Listen now to Tai and Jon to get up to date and find out what this

en

7:31

India's economy continues to impress

On Investors’ Minds - APAC Edition ·

2025/09/04

In this 110th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at strong growth of the Indian economy, its robust fiscal management and how Indian equities are faring so far in 2025. How have the recent increase in U.S. tariffs impacted the domestic economy? How are current valuations for Indian equities when compared again other emerging market peers? Which sectors are primed for the most growth over the next year? Listen now to Tai to get up to date and

en

17:13

Checking in on Asian corporate earnings, tariffs...

On Investors’ Minds - APAC Edition ·

2025/08/29

In this 109th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Adrian Wong, Global Market Strategist, to check in on the second quarter corporate earnings in Asia. How have the second quarter earnings results been so far? What has been the impact from tariffs so far? With AI seeing so much investor interest globally, has Asian tech hardware and software companies benefited during the second quarter? Listen now to Tai and Adrian to get up to date and find out what

en

08:10

Exploring fixed income investing ahead of a possible...

On Investors’ Minds - APAC Edition ·

2025/08/21

In this 108th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the world of fixed income and explores why it remains a critical part of investors' asset allocation. With the U.S. Fed likely to cut rates in the coming months, what areas of fixed income has the most upside? How will Asia high-yield debt hold up if multiple central banks cut their respective rates? Will there be increasing default rates for high-yield corporate debt? Listen now to Tai to get up to

en

08:39

How will the financial markets be affected if...

On Investors’ Minds - APAC Edition ·

2025/07/30

In this 105th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent interactions between U.S. President Trump, and U.S. Federal Reserve Chairman, Jerome Powell, and the friction between the two. How important is it for the U.S. Fed to be independent of political influence? What would likely be changes to the Fed if Powell were to step down as Fed Chair at the end of his current term in 2026? What is the potential impact on Fed policy in the medium

en

17:10

Decoding China's economic resilience through T.E.A. -...

On Investors’ Minds - APAC Edition ·

2025/07/24

In this 104th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest host - Marcella Chow, Global Market Strategist - to take a closer look at the Chinese and Hong Kong equities outperformance in 2025. Despite a number of economic and tariff-related challenges, the MSCI China index is up 21.5% year-to-date, and the Hang Seng (HK) index has reached its highest point in 4 years. How have China's exports held up against recent tariff uncertainties in the first half of

en

20:25

VIDEO: Navigating the current Private Equity market |...

On Investors’ Minds - APAC Edition ·

2025/07/04

In this 101st episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Brian Lam, Portfolio Manager from the Private Equity Group (PEG), to cover together a wide swath of the private equity market so far this year. Has the number of private equity exit opportunities disappointed after a strong forecast for 2025? How big is the private equity secondaries market today? What parts of the market does the PEG team see being the most opportunistic through the rest of the

en

103 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...