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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

9:36

Is investor optimism sustainable amid ongoing Middle...

On Investors’ Minds - APAC Edition ·

2026/04/20

In this 145th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the three most important recent developments for investors; 1.) latest in the U.S.-Iran conflict, 2.) central banks' reaction, and 3.) U.S. first quarter corporate earnings. What factors helped to move U.S. markets higher in recent weeks? Where in the global economy is inflation showing up with the most impact? Will any of the major central banks look to raise interest rates in the coming months? Listen now

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46:01

VIDEO: Assessing Middle East, AI, and other key...

On Investors’ Minds - APAC Edition ·

2026/04/14

In this 144th 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 Q2 2026 edition of the Guide to the Markets - Asia, to walk through the latest developments in the U.S.-Iran cease-fire negotiations, the global macro implications on oil prices, and how they will affect the markets through the rest of 2026. What are the asks from both the U.S. and Iranians in what is a very challenging and complex set

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24:56

Investing in AI Opportunities Across Markets: Part 1

On Investors’ Minds - APAC Edition ·

2026/03/27

In this 142nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Aaron Mulvihill, Global Alternatives Strategist, and Stephanie Aliaga, Global Market Strategist, both based in New York, to dive into how AI is reshaping opportunities and risks beyond the public market headlines. They discuss which sectors are most vulnerable to AI disruption, why private markets have become the home to many of the world’s leading AI companies, and the trends she’s seeing across the AI

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12:47

How much longer will oil prices stay elevated?

On Investors’ Minds - APAC Edition ·

2026/03/24

In this 141st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the impact of elevated oil and wider energy prices with the U.S.-Iran conflict now entering its 4th week. How significant has the damage to energy production infrastructure in the gulf region been since the start of the conflict? What is the latest impact from ships not being able to travel through the Strait of Hormuz? With higher energy prices leading to higher inflation globally, will

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22:44

VIDEO: What investors are asking - U.S.-Iran conflict

On Investors’ Minds - APAC Edition ·

2026/03/12

In this 138th episode of the On Investors' Minds - APAC Edition podcast, we present a special video episode where Tai Hui is joined by Raisah Rasid and Marcella Chow to summarize the top questions the Market Insights Asia Pacific team is receiving from clients regarding the latest developments in the Middle East. What's the latest situation that investors should be aware of? How has the financial markets moved since the start of the U.S.-Iran conflict? What investment portfolio adjustments could

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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

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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?

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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

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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

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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

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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

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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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108 results

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