On Investors’ Minds - APAC Edition

In this 106th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Raisah Rasid, Global Market Strategist, to summarize the latest developments around the "Liberation Day" tariffs previously announced by U.S. President Trump and the subsequent delaying of the higher tariff rates until this past week.  Which countries are now being threatened with higher tariff rates over the past few days / week?  What is now the average tariff rate across all imports into the U.S.?  What has been the impact so far on the U.S. economy?  Listen now to Tai and Raisah 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 clear charts and graphs. Download the 3rd quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP106).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

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 term?  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 comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 3rd quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP104).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

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 2025?  What is "anti-involution" and how is its recent expansion benefiting Chinese companies?  How does the onshore (A-shares) and offshore (H-shares) investment opportunities compare?  Listen now to Tai and Marcella 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 clear charts and graphs. Download the 3rd quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP104).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

In this 103rd episode of the On Investors' Minds - APAC Edition podcast, we are excited to share this special video replay of Tai Hui and Grace Teh, Global Strategic Relationships Client Advisor, using the recently published Guide to the Markets - Asia (Q3 2025 edition) to better understand the impact latest U.S. government budget that just passed, the latest tariff developments, and the potential opportunity to invest in European equities.  Which charts best visualize the current state of the U.S. economy?   How has European markets held up so far this year?  What are the trade and policy options for Asian markets in response to the latest tariffs?  Listen or watch now to Tai and Grace summarize all the latest market developments using the Guide to the Markets - Asia 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 clear charts and graphs. Download the 3rd quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP103) For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

In this 102nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jennifer Qiu, Global Market Strategist, to dive into details on the very controversial, but eventually passed One Big Beautiful Bill act (OBBBA) in the U.S.  Who are the winners and losers of the now passed bill?  What does the bill mean for the overall U.S. economy, taking into account the timing on some of the tax and spending cuts included in the OBBBA?  What are the biggest risks to the financial markets?  Listen now to Tai and Jennifer 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 clear charts and graphs. Download the 2nd quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP102).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

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 year?  Watch or listen now to Brian and Kerry to get up to date and find out what this all means for investors. The J.P. Morgan Guide to Alternatives is designed to simplify the complex world of alternative investments to help you make more informed decisions.  Download the Guide to Alternatives from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-alternatives/) For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

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 classes have reacted in similar or diverging ways.  Listen now to hear our diverse and expansive team to get caught up to date. The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 2nd quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP100).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

In this 98th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the just published Mid-Year Outlook, which is highlighted by 3 key themes: T: Trade policy, U: Unintended consequences, and F: Fiscal discipline, or shortened to TUF.  Will U.S. exceptionalism continue through to the rest of 2025?  What's the outlook difference between U.S. equities with that of International equities through to the end of the year?  How can investors balance portfolio diversification with income generation?  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 comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 2nd quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP98).  Click here to read the full 2025 Mid-Year Outlook (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/mid-year-outlook-2025/) For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios.  With the growing popularity of alternative investments, there's an increasing need for thought leadership to guide investors through the historic and current dynamics of various alternative asset classes.  In this episode, Aaron Mulvihill is joined by Kerry Craig and Aaron Hussein, both Global Market Strategists at J.P. Morgan Asset Management.  Together they will delve into the alternative investment industry across different markets worldwide and share valuable insights gathered from clients on the road. The J.P. Morgan Guide to Alternatives is designed to simplify the complex world of alternative investments to help you make more informed decisions.  Download the Guide to Alternatives from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-alternatives/) For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

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. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 2nd quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP96) For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.