On Investors’ Minds - APAC Edition

In this 74th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jennifer Qiu, Global Market Strategist, to discuss the potential impact of tariffs on both the U.S. and Chinese economies.  During the first Trump administration back in 2017, how were tariffs applied and what was the impact to the financial markets?  What kinds of tariffs have been mentioned so far, and what's likely to happen in reciprocal trade policies in 2025, after the new administration is sworn in?  How will other countries besides the U.S. and China be impacted?  Listen now to Tai and Jennifer'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 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--podcastEP74) 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 73rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights 5 possible investment risk scenarios from the 2025 global market outlook.  Could inflation start to rise again?  How will a change in government in the U.S. impact fiscal discipline?  Will border conflicts around the world impact commodity supply chains and shipping routes?  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--podcastEP73) 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 72nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights key investment themes from the 2025 global market outlook.  With inflation easing and central banks adjusting policies, Tai summarizes how these dynamics shape investment strategies for the year ahead.  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--podcastEP72) 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 71st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Meera Pandit, Global Market Strategist based in New York, to discuss what's to come with the incoming Trump administration, and the various mentioned tax cuts during the presidential election campaign.  What could tax cuts mean for U.S. companies' earnings and the equity markets?  Listen now to Tai and Meera'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 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--podcastEP71) 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 70th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent U.S. dollar (USD) appreciation and the different political, policy, and economic factors that has caused it to get so strong.  What's the near term direction for the USD?  What's been the impact to bonds?  What's the investment case for Asian equities amid a strong USD?  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--podcastEP70) 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 69th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui and Dr. David Kelly, our Chief Global Strategist based in New York, to provide an immediate reaction on the initial results from the U.S. presidential election along with the equally critical house and senate races.  What does the election mean for the U.S. and global economy?  What are the likely broader investment implications?  Listen and watch Tai and Dr. Kelly 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--podcastEP69) 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 68th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at why bond yields have increased after the U.S. Fed cut the policy rate by 50 basis points.  Is the U.S. economy slowing down as previously expected?  Will the U.S. presidential election have an impact on what direction bond yields will go from here?  How many more rate cuts will there be in the near future?  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--podcastEP68) 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.

Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management, shares her insights on U.S. investor sentiments amidst evolving economic conditions. She discusses the intriguing possibility of a soft landing for the U.S. economy and the ongoing fervor for AI investments. As the U.S. presidential election approaches, the implications for financial markets become crucial. Santos also highlights a shift among investors toward Asian markets, reflecting growing interest in Japan, Taiwan, and India amidst challenges in China.

In this 66th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui and Dr. David Kelly, our Chief Global Strategist based in New York, to preview the final stretch of 2024, when a combination of politics and policies in the U.S. take center stage.  The Federal Reserve (Fed) has finally started its rate cut cycle, and the key question now is the pace of policy easing in the months had and the ultimate destination.  For China, the economy is in need of more economic stimulus, as well as stronger confidence.  Listen and watch Tai and Dr. Kelly leverage slides from the just released 4th quarter Guide to the Markets - Asia 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--podcastEP66) 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 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.