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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

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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14:55

Celebrating 100 - What has the past taught us about...

On Investors’ Minds - APAC Edition ·

2025/06/26

In this 100th episode of the On Investors' Minds - APAC Edition podcast, the Market Insights team celebrates reaching 100 podcast episodes covering the global financial markets for Asia Pacific based investors. Rather than having one or two members of the team host, for this episode the entire Market Insights team in Asia Pacific highlight their favorite podcast episode to date, and connects it with the current market today and what investors can learn from looking back at how certain asset

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07:15

Going global on equity allocation

On Investors’ Minds - APAC Edition ·

2025/05/27

In this 96th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui assesses the complexities of investing in global equities in a world where recent tariff announcements are significantly shifting market dynamics. Can the European markets continue its recent positive growth? What are the tail winds helping Japanese companies outperform? How is AI impacting the China tech sector performance? Listen now to get up to date and find out what this all means for investors.The J.P

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16:44

U.S. Wrap Up: Rising bond yields, a ratings...

On Investors’ Minds - APAC Edition ·

2025/05/23

In this 95th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Meera Pandit, Global Market Strategist based in New York, to take a closer look at the extremely busy and much discussed recent developments out of the U.S. From what is and is not included in the latest budget bill working its way through the U.S. government, to this week's Moody's ratings downgrade of U.S. long-term issuer and senior unsecured ratings, get caught up to date as Meera and Tai help

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08:22

Is USD's dominance being challenged?

On Investors’ Minds - APAC Edition ·

2025/04/29

In this 92nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the latest downward movement of the U.S. dollar, even though U.S. bond yields are rising, which traditionally has lead to a stronger dollar. How much has recently announced tariffs impacted the U.S. dollar value? Is the U.S. dollar importance declining around the world? Will the U.S. dollar recover from the 10% drop since the start of 2025? Listen now to get up to date and find out what this all means for

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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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97 results

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