In this 24th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the three most impactful macro areas for the upcoming 2024 year, i.) U.S. chances of recession, ii.) China's recovery, and iii.) the 2024 U.S. Presidential election.  Listen now to get up to date and find out what this all means for investors trying to get off to a strong start in the new year ahead. 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 2023 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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. 

In this 23rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui and guest host Gabriella Santos, Head of Market Insights - Americas, discuss just how strong is the current U.S. economy and what risks could trip up the current positive moment and possibly lead to a slowdown in the U.S. economy. In addition Tai and Gabriella also summarize the latest with i.) the U.S. Presidential election next year, ii.) increased U.S. investor interest in certain China sectors, India, Japan and iii.) income opportunities in Latin America. 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 2023 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

In this 22nd episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig summarizes the overnight decision by the U.S. Federal Reserve's (Fed) November FOMC meeting to keep the existing interest rate the same. The message from the Fed is clear, they're looking for validation that both a downward shift in economic activity is coming and also the labor market is returning to balance after a larger jump in the September job numbers. 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 2023 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

The podcast discusses investment opportunities in Asian equities, covering the macroeconomic environment, market specific issues, corporate earnings, manufacturing purchasing manager indices, valuations, dividend growth, and potential impacts on Asian assets.

In this 20th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the latest Chinese economic data released over the past week, and whether there is improvement in the underlying economy. Tai also highlights three key takeaways for investors to consider when adjusting their portfolio allocations. 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, tends and statistics through clear charts and graphs. Download the 4th quarter Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/adv/insights/market-insights/guide-to-the-markets/). 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. 

This podcast discusses the impact of a hawkish US Federal Reserve on Asian markets, the strength of the US economy, and concerns about inflation due to oil supply cutbacks and geopolitical conflicts.

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team ---------------------------------------- 在本集音頻內，摩根資產管理市場洞察團隊，針對聯準會9月利率決策會議的決議和聲明，為您分析三大投資意涵。儘管聯準會暫停升息，但鷹派聲明意味著高利率可能維持更長一段期間，加以油價反彈催化通膨預期，美國政府關門隱憂及歐亞經濟放緩皆增添短期消息面震盪，不排除使得金融市場波動再起，從當天的美股主要指數下跌可見一斑。現在就點擊收聽策略師的最新看法。 For the English version, please download episode "18. Higher for longer by the U.S. Fed" or visit the J.P. Morgan Asset Management website to find out more.

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team ---------------------------------------- In this 18th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the September U.S. Federal Open Market Committee (FOMC) meeting that just wrapped a few hours earlier today.  Overall, the Fed continues with a slight hawkish bias and keeping the option open for another hike before the end of the year, which had the market reacting negatively.  Markets were down immediately following the Fed's meeting conclusion.  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 Guide to the Markets from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

This podcast discusses the impact of sluggish sales in residential properties on Chinese banks, the potential effects of a slowing Chinese economy on global inflation, and investing opportunities once the Chinese economy starts to recover.

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team ---------------------------------------- In this 16th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the i.) July Chinese economic data recently released, ii.) overall slowing growth momentum and iii.) more challenges facing specific property developers and investment funds.  Listen now to get up to date and find out what this all means for investors and what monetary easing actions can help boost the economy. 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 Guide to the Markets from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.