On Investors’ Minds - APAC Edition

In this 65th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent China market rally that has seen the CSI 300 index surge by 25% and similarly large gains in H-shares and the MSCI China index.  What were the government policy changes that helped to start the rally?  How did previous rallies in the past few years perform over time?  What factors will help sustain this latest rally?  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 3rd 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--podcastEP65) 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.

[For the English version of this episode, please listen to the earlier released episode titled, "Aggressive start by the Fed but more volatilities ahead..."] 聯準會於9月的會議宣佈降息 50 個基點。儘管市場較早已消化了大幅降息 50 個基點的可能性，但本次會議的關鍵是確定未來幾個月的政策利率路徑。最新發布的經濟預測摘要對於衡量聯邦公開市場委員會成員對經濟和政策利率前景的變化至關重要，反映出他們的重點從對抗通膨轉向保護就業市場。這也意味著資產配置策略從高利率轉向降利率的轉變。 亞太區首席市場策略師許長泰先生討論了有關聯準會會議的最新消息，美國的經濟前景及其如何影響資產配置。 摩根資產管理《環球市場縱覽》通過清晰的圖表展示了全面的市場和經濟歷史、趨勢和統計數據。立即下載最新的《環球市場縱覽》:https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP63-ZH。 立即收聽及訂閱以關注《On Investors’ Minds》的未來更新。如欲了解更多金融市場分析，請瀏覽摩根資產管理網站https://am.jpmorgan.com。  

China's recent coordinated policies aim to revive its economy and boost the housing market. The central bank's adjustments to reserve requirements and mortgage rates could restore investor confidence. However, challenges like inflation and market saturation complicate the outlook. The discussion delves into economic indicators, weighing potential benefits against risks. Will these measures effectively turn around the economic slowdown? Tune in to explore what this means for investors in the region.

In this 63rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the U.S. Federal Reserve's September meeting results, where the FOMC voted to cut the policy rate by 50bps.  This is larger than expected and shows the Fed is keen to start its rate cut cycle with a bang.  How did the market react immediately following this aggressive cut?  What additional actions did the Fed include in their press release?  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 3rd 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--podcastEP63) 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 62nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Stephanie Aliaga, Global Market Strategist based in the U.S., to discuss likely market implications from the two U.S. presidential candidates.  What are the two candidates views on taxes and government spending?  How could each candidate's views on trade policy and tariffs impact investments in Asia?  How should investors incorporate the many different political developments into their portfolio construction?  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 3rd 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--podcastEP62) 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 61st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a deeper look at an increasingly likely upcoming U.S. Fed rate cut, and what adjustments to investment portfolios investors should keep an eye on.   How have equities and fixed income investments faired in previous rate cut cycles?  Does investing in cash make sense?  Where should investors allocate capital ahead of the rate cuts?  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 3rd 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--podcastEP61) 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.

Tai Hui, a savvy expert in monetary policy with a focus on Asian markets, shares insights on the U.S. Federal Reserve's recent stance. He discusses the potential for the first U.S. interest rate cut and what this could mean for Asian central banks. Will they follow suit by cutting rates by year-end? The conversation delves into the balance between economic stability and the impact of global monetary shifts, especially highlighting China's aggressive rate strategy and the strategic options available to investors in this evolving landscape.

In this 59th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Kerry Craig discussing with Ashmi Mehrotra, Co-head of Private Equity Group at J.P. Morgan Asset Management, the latest trends, opportunities, and risks across the private equity landscape, including the importance of the growing secondary market.  In addition to the discussion, Kerry and Ashmi also leverage charts from the Guide to Alternatives to help visualize some of the points being discussed.  Listen or watch now 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/?utm_campaign=-en--podcastEP59) For over 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.

In this 58th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui leverages the recently published 3Q 2024 Guide to Investing in Asia to help address 3 key questions: i.) whether investors should still invest in Japanese equities, ii.) outlook for AI & tech related companies in Asia, and iii.) how the upcoming U.S. elections impact Asian equities.  Listen or watch now to get up to date and find out what this all means for investors. The J.P. Morgan Guide to Investing in Asia seeks to help investors understand the many opportunities and risks in the region through clear charts and graphs. Download the 3rd quarter 2024 Guide to Investing in Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-investing-in-asia/?utm_campaign=-en--podcastEP58) 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.

Tai Hui, a market volatility expert, shares keen insights on recent fluctuations in global markets. He emphasizes the necessity of diversification to weather market turmoil. The discussion delves into the potential slowdown of the U.S. economy and anticipates the Federal Reserve's rate cuts. Hui also highlights persistent investment themes, such as artificial intelligence and renewable energy, stressing the importance of education and risk assessment for investors navigating uncertain times.