In this 67th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Gabriela Santos, Chief Market Strategist for the Americas based in New York, to discuss what's happening in the U.S., and what's on U.S. investors' minds.  Is the often mentioned soft landing for the U.S. economy actually materializing? Are investments in AI still able to continue its recent strong growth?  What are the financial market impacts of the upcoming U.S. presidential election?  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--podcastEP67) 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 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。  

In this 64th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the announcement by China’s central bank (PBOC), securities regulator (CSRC) and financial regulator (NFRA) on a series of policies to boost the housing market, economy and the stock market.  Will this help to turn around the recent Chinese economic slowdown?  Will housing prices stop its downward movement?  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--podcastEP64) 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 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.

In this 60th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Fed's position on monetary policy, and then discusses in detail what this means for Asian central banks in the months ahead.  Will we see the first U.S. interest rate cut in September?  Which Asian central banks are likely to also cut their interest rates before the end of the calendar year?  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--podcastEP60) 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 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.

In this 57th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a second look at the recent significant market volatility that has taken place across multiple global markets.  The past week has reinforced why diversification is so important in riding out the occasional market turbulence, and with that behind us, how should investors prepare for the coming months ahead?  Is a U.S. economy slowdown inevitable?  How aggressive will the U.S. Fed cut rates through the end of 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 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/) 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 56th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Kerry Craig, Global Market Strategist, discussing with Aisa Ogoshi, Asia Pacific Equities Portfolio Manager, and Nicholas Weindling, Japan Equities Portfolio Manager, the latest market volatility taking place globally, but very dramatically in Japan and other key Asian markets.  Kerry, Aisa, and Nicholas dive into not only the primary factors that have led to the recent market drops and subsequent recoveries, but also talk through areas of opportunity that could drive strong growth through the rest of the year.  Listen or watch 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--podcastEP56) 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 55th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig summarizes the recent market volatility in the U.S. and Asia following the release of the U.S. July job numbers and earlier U.S. Fed meeting notes.  Will these recent market moves impact the timing of Fed interest rate cuts?  Will the Japanese authorities step in to influence the yen / U.S. dollar rate?  Can the Japanese economy maintain it's recent growth?  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/) 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 54th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Kerry Craig, Global Market Strategist, diving into the latest developments from the Federal Market Open Committee's July meeting.  Kerry summarizes the Fed's decision to hold current U.S. interest rates steady, their dovish tone towards the U.S. economy, their policy rate trajectory and the potential for a rate cut in September.  Listen or watch 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--podcastEP54) 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 53rd episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Dr. David Kelly, Chief Global Market Strategist, and Elizabeth Herman, Federal Government Relations Director, recapping U.S. President Joe Biden's withdrawal from the 2024 U.S. Presidential Election, and the market impact that is likely to result.  Listen or watch 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--podcastEP53) 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 52nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent positive performance of the Japanese economy, the major drivers impacting its positive momentum, and attractiveness to foreign investors.  What's next for the Yen? Will the Bank of Japan shift its bond purchasing strategy?  Can Japanese equities continue its recent growth?  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/) 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 51st episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui and Grace Teh from the Global Strategic Relationships team discussing the latest developments in the global markets over the first half of 2024, and what to look out for through the rest of the year.  Listen and watch Tai and Grace leverage slides from the just released 3rd quarter Guide to the Markets Asia to get up to date on likely central bank moves, inflation numbers, job market developments and other critical factors of the financial markets 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/) 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 50th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Sylvia Shang, Multi-Asset Strategist from the Multi-Asset Solutions team, to discuss key highlights from the recently released 3rd quarter Global Asset Allocations Views publication.  Will the U.S. continue to lead global growth?  Can European consumers and manufacturing boost its performance?  How will potential central bank rate cuts impact fixed income?  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 2nd 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/) 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 48th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui previews key points from the Market Insights Asia 2024 Mid-Year Outlook publication.  Global economic growth is converging, inflation is settling within the target range for most Asian economies, and earnings growth looks to stay positive in multiple global markets.  Diversification will continue to be key, much like team sports needing to have the right mix of athletes, an investment portfolio will need a good balance of both offensive and defensive strategies.  Listen now to get up to date and find out what this all means for investors. The Market Insight Mid-Year Outlook 2024 aims to address key topics/themes that investors need to consider for the second half of the year.  View the full 2024 Mid-Year Outlook from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/market-updates/bulletins/mid-year-outlook-2024/?utm_source=podcast-podbean/) 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 48th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Federal Reserve's June meeting results, where the FOMC voted to leave the Federal funds rate unchanged, but did indicate some interesting takeaways that has caused a bit of a rollercoaster ride in the markets this week.  What are likely impacts to equities and fixed income?  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 2024 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 47th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recent surprising India election results, and what it means for India being able to continue its strong performing equity market.  Can current Indian equity market valuations be sustained or grow even higher?  Will more businesses create manufacturing capacity in India?   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 2nd quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/wr/en/asset-management/institutional/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 46th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores whether the traditional 60/40 stock-bond portfolio still works in today's markets.  Are there changes in the world that now require a rethink?  How does inflation, fiscal deficits, and other asset classes impact 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 1st quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/wr/en/asset-management/institutional/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 45th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui, Howard Wang, and Rachel Moy discussing the most pressing concerns from investors regarding the latest developments around Chinese equities.  Listen and watch Tai and Howard leverage slides from the Guide to the Markets and additional sources 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 2nd quarter 2024 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 44th episode of the On Investors' Minds - APAC Edition podcast, we share this special video episode of Tai Hui introducing the newly updated and revised Guide to Investing in Asia.  Tai walk through 5 specific charts (out of 77 in total) to highlight investing opportunities in Japan, India, Taiwan and other Asia markets.  Watch or listen now to get up to date and find out how investors can better invest throughout the Asia region. The 2Q 2024 Guide to Investing in Asia can be downloaded from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/institutional/insights/market-insights/guide-to-investing-in-asia/) 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 43rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Federal Reserve's May FOMC meeting results, the key factors that led the Fed to maintain the current interest rate, and the market reaction, including impact to the ongoing Japanese Yen weakness.  What are likely trends for equities, the U.S. Dollar, and major Asian economies.  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 2024 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 42nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the recent market volatility across global markets, what are the latest developments potentially impacting investor sentiment and 3 main takeaways for managing portfolios going forward.  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 2024 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.

在2024年第一季，股票表現優於固定收益，主要受到穩健的經濟及盈利數據支持。與此同時，市場對美國聯準會減息的預期已經降低。雖然美國經濟放緩的跡象不多，但投資人都關注股票估值可能過高的風險。亞洲方面，中國的經濟復甦仍然不夠強勁和持久，但至少該地區出口已在改善。 考慮到股票和固定收益的相對估值，投資人需要構建適當的資產組合，而且在地域上作出分散配置，從而實現財務目標 亞太區首席市場策略師許長泰先生將運用2024年第二季《環球市場縱覽 – 亞洲版》的內容，與您共同探討最新市場及經濟趨勢，並剖析近期的重要投資主題。 這次線上會議由市場策略師林雅慧主持，許長泰先生將討論下列議題： 股票估值過高的風險及分散投資的機會 有何契機可推動固定收益的回報迎頭趕上？ 固定收益以外有何收益機會？這些機會為何重要？ 全球經濟可能出現甚麼問題？ 立刻點擊收聽環球市場策略師的最新看法

In this 40th episode of the On Investors' Minds - APAC Edition podcast, we share this special video episode of a conversation with our global market strategists team heads, Tai Hui (Asia), David Kelly (Global), Karen Ward (Europe), and Gabriella Santos (Americas), covering the shifting tides of global growth, central bank actions, inflation, and most importantly today's investment opportunities.  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 2nd quarter 2024 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 39th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Sylvia Sheng, Global Strategist from the Multi-Asset Solutions team, to talk through the key areas the Multi-Asset Solutions team is tracking as part of their outlook from Q2 through to the end of the year.  Sylvia and Tai specifically talk through why global growth is likely to continue, inflation steadily cooling and supportive monetary policy that will be supportive of certain regional equities and corporate credit.  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 2024 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.

在这第38集的播客中，許長泰回顾了美联储三月份FOMC会议的结果，以及其他中央银行，包括日本银行、澳大利亚储备银行和英格兰银行的最新动态。我们还将探讨市场对这些中央银行更新的反应。立即收听，了解最新情况，以及这对投资者意味着什么. For the English version, please download episodes "US economy continues to show strength, Fed patiently prepares to ease" or visit the J.P. Morgan Asset Management website to find out more. 

In this 38th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Federal Reserve's March FOMC meeting results, recent updates from other central banks, including the Bank of Japan, the Reserve Bank of Australia, and the Bank of England, and how the markets have reacted to these central bank updates. 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 2024 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 37th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Anya Schiess, Managing Partner - Life Sciences Private Capital, to provide clarity and insights on how impactful life sciences and healthcare overall have been as an investment category.  Anya and Kerry touch on a number of developments that have not only provided strong recent returns, but also paves way for continued outperformance in the coming years.  This is the second of 5 podcast episodes exploring the world of alternative assets with some of the most experienced alternative assets experts at J.P. Morgan Asset Management.  Listen 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/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.

In this 36th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Gary Leung, Head of Alternatives (APAC Client) to summarize how different kinds of alternative assets (Real Estate, Transport, Private Credit, Private Equity, etc.) can strengthen an investor's portfolio and make it more resilient in today's dynamic global markets.  This is the first of 5 podcast episodes exploring the world of alternative assets with some of the most experienced alternative assets experts at J.P. Morgan Asset Management.  Listen 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/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.

In this 35th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the just completed China National People's Congress and the key points outlined by Chinese Premier, Li Qiang.  Can China reach their 2024 target of 5% growth?  How much and what kinds of government stimulus are planned for 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 2024 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 34th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent Japanese equities market going through a bull market run, and what factors ranging from the Bank of Japan to the direction of the Japanese yen will impact how long the positive run continues for.  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 2024 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 33rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights three market risks that investors should keep an eye on, including i.) the timing and pace of U.S. Fed rate cuts, ii.) supply chain disruptions in the Red Sea, and iii.) U.S. regional banking sector stress. 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 2024 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 32nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Dr. David Kelly, Global Chief Strategist, to recap the U.S. Federal Reserve's January FOMC meeting results, the likelihood of a U.S. recession, and the increasingly hot topic of the upcoming 2024 U.S. presidential election. 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 2024 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 31st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes us on a quick trip back to what has happened in previous cycles of the U.S. Fed cutting interest rates.  How quickly did interest rates get cut?  How did the financial markets perform as a result?  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 2024 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 30th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the just released Chinese economic numbers and takes a closer look at the areas of strengths and the areas of concerns that investors should focus on.  Could there be some bright spots for equity investors?  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 2024 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 29th episode of the On Investors' Minds - APAC Edition podcast, we take the opportunity to share a replay of the 1st Quarter 2024 Guide to the Markets - Asia launch web conference. Tai Hui is joined by James Burdis, Head of Global Strategic Relationships, Asia Pacific to address key topics including: i) gauging the risk of recession in the U.S. and Europe, ii) the pace of Asia and China recovery, iii) fixed income allocation following the drop in government bond yields in 4Q 2023, and iv) Asian equity opportunities - is it time for a new game plan? 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 2024 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 28th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui discusses the different sources of returns from both fixed income and equities markets for the new year.  Tai summarizes a number of concerns including when the U.S. Fed will start cutting rates, where inflation trends are pointing towards, and how long the current S&P 500 winning run can continue for.  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 2024 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 27th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the Federal Open Markets Committee (FOMC) statement from the just completed final meeting of the year.  Tai shines a light on why the markets cheered with strong increases in both the S&P 500 and the NASDAQ, with both increases largely coming after the release of the FOMC statement.  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 26th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig digs into the recent rally in bonds, the declining U.S. Treasury yield, and the potential next moves by the U.S. Federal Reserve, the European Central Bank, and other central banks.  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.

在本集音頻內，摩根資產管理市場洞察團隊將為您解析2024年的投資機會與資產配置相關意涵。儘管2024 年的經濟環境可能會更具挑戰性，不論是美國能否避免衰退、聯準會是否考慮降息，以及中國經濟走向和地緣政治等均值得進一步留意然而，我們認為透過股債均衡多元化資產配置可以幫助投資者掌握趨勢之外，並管理市場波動參與中長線投資機會。 現在就點擊收聽環球市場策略師的最新看法 For the English version, please download episodes "24. What are the macroeconomic opportunities and challenges in 2024?" and "25. Investment opportunities in 2024 ... What can go wrong?" or visit the J.P. Morgan Asset Management website to find out more. 

In this 25th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights some of the investment opportunities in 2024 from the recently published Year Ahead 2024 investment outlook.  And of course along with those opportunities, the risks that investors need to ensure they keep an eye on in 2024.  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. Read more on the Year Ahead 2024 from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/year-ahead/). 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 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.

In this 21st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores the investment opportunities in Asian equities, including diving into the macroeconomic environment and some of the market specific issues relating to Asian equities. 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, 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 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 takeaway 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. 

In this 19th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui discusses the key points from the 4th quarter Guide to the Markets Asia, including highlighting the spike in yields in the past few weeks on the back of a hawkish U.S. Federal Reserve. 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 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.

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.

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.

In this 17th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the current impact of i.) sluggish sales in residential properties on Chinese banks, ii.) a slowing Chinese economy on global inflation, and iii.) where investing opportunities exist once the Chinese economy begins to recover.  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.

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.

In this 15th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui reviews the ongoing resilience of the U.S. economy despite the aggressive interest rate hiking by the U.S. Federal Reserve since the start of 2022, and how this has led to the resulting strong interest in high-yield corporate debt.  Listen now to get up to date and find out what this all means for investors in the region and how to allocate assets. 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.

In this 14th episode of the On Investors' Minds - APAC Edition podcast, guest host Kerry Craig, Global Market Strategist, provides a timely update on initial takeaways from the latest U.S. Fed rate increase, what has changed since the last rate decision by the U.S. Fed, and whether there will be any rate cuts expected later in 2023. Also follow along as Kerry summarizes the outlook for the equity and bond markets, U.S. recession likelihood, and overall asset allocation considerations on the back of this latest rate move. 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 13th episode of the On Investors' Minds - APAC Edition podcast, guest host Kerry Craig, Global Market Strategist, is joined by special guest speaker, Jonathan Liang, Head of Investment Specialists, GFICC, to check back in on whether the global economy is still heading down the path of a recession.  What are the growth, inflation and other factors that an investor needs to be aware of and account for?  Listen in to Kerry and Jonathan's discussion to get up to date with the market's latest. 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 12th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights the key takeaways from the 3rd quarter 2023 Guide to the Markets - Asia (published this past week). The key points include i.) the economic outlook of key economies, especially the U.S. and China, ii.) what are central banks options given that inflation is taking longer than expected to return to target, and iii.) what does this all mean for investors in the region and how to allocate assets. 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 (http://am.jpmorgan.com).  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 11th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker Gary Leung, Head of Alternatives, Asia Pacific Clients, to take a closer look at the world of alternative assets. Alternatives is quite a broad term covering a range of financial assets, from real estate to infrastructure, to hedge funds, private equities, and private credit.  Listen to Tai and Gary discuss the opportunities and challenges for alternative assets. 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 JP Morgan Asset Management webiste.

In this 10th episode of the On Investors' Minds - APAC Edition podcast, we present a special episode with Tai Hui giving an update on the U.S. Federal Reserve' decision from just a few hours earlier (June 15th Asia morning) to maintain the current interest rate at 5.00-5.25% amid signs of a slowing U.S. economy.  Find out how the market reacted and a summary of the most impactful things to keep an eye on in the coming days, weeks and months ahead. 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 JP Morgan Asset Management website. 

In this 9th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker Alexander Treves, Asia Pacific Head of Investment Specialists for the Emerging Markets and Asia Pacific Equities team, to take a closer look at the Japanese investment opportunity.  Listen to Tai and Alex discuss the economic, structural, and technical factors impacting Japanese equities and how they might complement your investment portfolio. 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 JP Morgan Asset Management website.

In this 8th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui updates the latest across three main areas including: i) the US Fed's steady interest rate increases as well as some of the other market impacting central banks in Europe and Asia Pacific, ii) recap of 1Q corporate earnings in the U.S. and Asia, iii) and China's gradual economic recovery.  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 JP Morgan Asset Management website. 

In this 7th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker David Kelly, Chief Global Strategist, to break down the increasing investor interest in the U.S. debt ceiling.  There's a lot at stake if the U.S. debt ceiling does not get raised.  Listen to Tai and David dive into the politics and economics involved, so that you can better navigate your next investment decisions. 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 JP Morgan Asset Management website.

In this 6th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui outlines the preferred areas of the markets the Market Insights team as well as many professional investors and portfolio managers have for the 2nd quarter of 2023.  Along with why these preferred areas have positive outlooks in the medium term, Tai also plays devil's advocate and identifies risks of each area that an investor should pay close attention to. 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 JP Morgan Asset Management website.

In this 5th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui reviews the recent problems in the U.S. and European banking sectors, and what this all means for investors in the coming months and quarters, including i.) the positives now that the market and banks have stabilized, ii.) the threat of recession (negatives), and iii.) where we see better returns. 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 JP Morgan Asset Management website.

In this episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into what to watch out for when investing in China, quickly summarized into three important topics: i) what's currently happening in the Chinese economy, ii) what are some of the long-term growth drivers, and iii) have we already missed the rally in Chinese equities? 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 JP Morgan Asset Management website.

In this episode of the On Investors' Minds - APAC Edition podcast, Dr. David Kelly, Global Chief Market Strategist, provides his insights and thoughts on the developing situation that has led to the shutting down of both Silicon Valley Bank and Signature Bank and the involvement of the U.S. Fed and Treasury departments. Dr. Kelly dissects what has happened so far (as of March 13, 2023), what this means for the U.S. economy, Fed considerations / monetary policy and investment implications. 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 on On Investors' Minds - APAC Edition.  For more analysis on the financial markets, visit the JP Morgan Asset Management website.

On this episode of the On Investors' Minds - APAC Edition podcast, Tai Hui breaks down how generating income in an investment portfolio can help improve returns in a world of heightened inflation.  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 JP Morgan Asset Management website.  This content is intended for information only, based on assumptions in current market conditions and are subject to change. No warranty of accuracy is given. This content does not contain sufficient information to support investment decisions. It is not to be construed as research, legal, regulatory, tax, accounting or investment advice. Investments involve risks. Investors should seek professional advice or make an independent evaluation before investing. The value of investments and the income from them may fluctuate, including loss of capital. Past performance and yield are not indicative of current or future results. Forecasts and estimates may or may not come to pass. JP Morgan asset management is the asset management business of JP Morgan Chase and company and its affiliates worldwide.

In the first episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores three topics that have had significant changes since the end of 2022: i) China's reopening and potential impact on investing, ii) Divergence between the markets' view and the US Fed's view on the economy and iii) Why cash is less of a friend in 2023. 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 JP Morgan Asset Management website.