On Investors’ Minds - APAC Edition

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.

[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.