On Investors’ Minds - APAC Edition

In this 85th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the large overnight market drop in the U.S. (March 11th, 2025), and highlights some of the underlying reasons leading to the negative investor sentiment.  How are businesses adjusting to the latest tariff developments and cutbacks on U.S. government spending?  What were the market bright spots when many companies had large downward movements?  With financial markets showing significant concerns, could future U.S. government policies shift to be more supportive of businesses and markets?  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 1st 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--podcastEP85) 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 84th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Dr. David Kelly, Chief Global Strategist, to shed light on what's causing the latest U.S. financial markets volatility.  Which U.S. government policies have impacted the markets the most?  How confident are American businesses in navigating the recent changes in tariffs?  Can the U.S. economy traverse through these recent challenges?  Listen to Tai and David discuss their views 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 1st 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--podcastEP84) 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 83rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Anurag Aggarwal, Head Portfolio Manager for the Global Transportation Group at J.P. Morgan, to take a deeper look at the world of investing in the transportation world.  Ships, planes, trains, and electric buses?  What are the assets worth considering when talking about transportation investing?  How is investing in transportation different from other parts of the Alternatives world?  What are the opportunities and risks that should be weighed?  Listen now to Tai and Anurag leverage the Guide to Alternatives for their discussion 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/hk/en/asset-management/per/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 82nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui sheds a bit of light on the recent market rally by Chinese equities since the start of the year.  How impactful was the recent release of the Deepseek AI model on the market outperformance?  What was the reaction to President Trump's tariffs against China?   Is the Chinese economy performing better so far in 2025 when compared to 2024?  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 1st 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--podcastEP82) 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 81st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Tomomi Shimada, Head of Sustainable Investing Client Solutions for Asia Pacific, to discuss the importance of sustainable investing for investors, and the latest areas of focus that clients have been asking about, such as AI, help in scouting future growth opportunities, and food security.  Why do clients want to incorporate sustainable objectives into their investment portfolio?  What are some of the recent political changes impacting how investors think about sustainability?  Listen now to Tai and Tomomi's discussion 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 1st 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--podcastEP81) 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 80th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui welcomes everyone back from the Lunar New Year break, and takes a closer look at the recent market volatility that has stemmed from recent tariff tensions, new AI engines, and the U.S. Fed taking a pause.  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 1st 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--podcastEP80) 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 79th episode of the On Investors' Minds - APAC Edition podcast, we are excited to share this special video replay of our Market Insights strategists based in the U.S. diving into the first couple days of the new Trump administration.  Led by Dr. David Kelly - Chief Global Strategist, and joined by Gabriella Santos - Chief Market Strategist for the Americas, and Brandon Hall - Research Analyst, this special episode features an insightful discussion on where the current U.S. economy stands, and how the latest actions by the new Trump administration is likely to impact the investment environment.  How soon will new tariffs get applied?  What parts of the economy could benefit the most from the much hyped deregulation discussions?  And does anyone know what the U.S. government budget will be like?  Listen or watch now to Dr. Kelly, Gabi, and Brandon discuss their views 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 1st 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--podcastEP79) 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 78th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at why government bond yields in several developed economies have reached their highest levels since mid-2024.  What are the underlying drivers of this latest movement in European and U.S. bonds?  Are there more rate cuts expected in 2025?  How will political changes impact how central bank policies?  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 1st 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--podcastEP78) 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.

Explore the investment landscape as we approach 2025, focusing on the resilience of U.S. equities and challenges facing the Chinese market. Dive into the dynamics of high valuations and profit margin pressures influencing U.S. stocks. The discussion also highlights the need for diversified portfolios amidst uncertainty. Key economic indicators and geopolitical influences are examined, stressing the importance of adaptive thinking for savvy investors.

In this 76th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the market reactions from the overnight U.S. Fed rate cut.  Why did the U.S. equity markets react so negatively?  What is the Fed's expected growth for the U.S. economy in the new year?  How many more rate cuts will there be in 2025?  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 4th quarter 2024 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--podcastEP76) 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.