On Investors’ Minds - APAC Edition
By JP Morgan Asset Management Market Insights
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Episodes: 99
Description
Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening the financial markets from our Asia Pacific headquarters in Hong Kong
| Episode | Date |
|---|---|
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U.S. Wrap Up: Rising bond yields, a ratings downgrade, and a much critiqued budget bill
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May 23, 2025 |
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U.S. and China strike a deal! What's next?
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May 13, 2025 |
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VIDEO: Is the U.S. Fed ready to cut interest rates?
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May 09, 2025 |
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Is USD's dominance being challenged?
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Apr 29, 2025 |
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Potential response from China on the latest tariff tensions
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Apr 22, 2025 |
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What have we learned since President Trump's Liberation Day?
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Apr 16, 2025 |
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VIDEO: Understanding tariffs and market volatility using the new Guide to the Markets - Asia (Q2 2025)
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Apr 09, 2025 |
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What should investors do following the U.S. tariff announcement?
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Apr 03, 2025 |
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U.S. Tech and what's next after all the volatility
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Mar 25, 2025 |
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Can European equities make your portfolio better?
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Mar 13, 2025 |
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Are uncertainties in U.S. government policies leading to the overnight market drop?
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Mar 11, 2025 |
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What is causing the recent U.S. market volatility? Tariffs, immigration, jobs and taxes.
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Mar 05, 2025 |
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How do transportation assets generate income for investors?
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Mar 03, 2025 |
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A new lease of life for Chinese equities?
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Feb 18, 2025 |
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The Essentials of Sustainable Investing
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Feb 10, 2025 |
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Volatile markets after Lunar New Year: Tariffs, AI and the Fed
|
Feb 04, 2025 |
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VIDEO: The new Trump administration and what investors need to focus on
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Jan 27, 2025 |
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2025 Bond Markets: A closer look at Europe and U.S.
|
Jan 20, 2025 |
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Challenging the 2025 market consensus
|
Jan 07, 2025 |
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Rate Cuts and Market Reactions: What the December Fed moves mean for investors
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Dec 19, 2024 |
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VIDEO: Guide to Alternatives - How policy twists and market volatility are impacting real estate, infrastructure, and private credit
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Dec 13, 2024 |
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How impactful are tariffs to the U.S. and Chinese economies?
|
Dec 09, 2024 |
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Highlighting 5 possible investment risks in 2025
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Nov 28, 2024 |
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What are the key investment themes for 2025?
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Nov 26, 2024 |
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Navigating tax changes: What Trump's policies mean for investors
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Nov 22, 2024 |
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Is the recent market rally sustainable with a strong U.S. Dollar?
|
Nov 13, 2024 |
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VIDEO: U.S. Presidential Election Update - What's the impact on investors?
|
Nov 07, 2024 |
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Fed lowers interest rate, but bond yields increase? Why and what's next?
|
Oct 29, 2024 |
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Across the Pacific - What's on U.S. investors' minds?
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Oct 23, 2024 |
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VIDEO: Deep dive into the U.S. elections and market trends with the 4th Quarter 2024 Guide to the Markets - Asia
|
Oct 10, 2024 |
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A closer look at the Chinese market rally ... can it continue?
|
Oct 02, 2024 |
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[Chinese version] 影片：聯準會九月份利率決策會議：讓寬鬆政策開始嗎?
|
Sep 26, 2024 |
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Will China's coordinated policies boost the economy?
|
Sep 24, 2024 |
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Aggressive start by the Fed but more volatilities ahead...
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Sep 19, 2024 |
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What are the potential market impacts of the U.S. Presidential election?
|
Sep 16, 2024 |
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How should investors be positioned ahead of the Fed's first rate cut?
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Sep 04, 2024 |
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What's next for the U.S. Fed? And the likely impact on Asian central banks' options...
|
Aug 27, 2024 |
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VIDEO: Latest private equity trends in 2024
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Aug 22, 2024 |
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VIDEO: Guide to Investing in Asia - 3 key questions
|
Aug 20, 2024 |
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Taking stock after recent market volatilities
|
Aug 13, 2024 |
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VIDEO: How should investors navigate the recent market volatility in Japan and across Asia?
|
Aug 08, 2024 |
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U.S. and Japan market moves are causing some summer blues...
|
Aug 05, 2024 |
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VIDEO: U.S. interest rate cuts are coming... when?
|
Aug 01, 2024 |
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VIDEO: Investment implications of President Biden's withdrawal
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Jul 23, 2024 |
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Time to take another look at Japanese equities?
|
Jul 16, 2024 |
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VIDEO: Looking forward with the latest 3rd Quarter 2024 Guide to the Markets - Asia
|
Jul 12, 2024 |
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Which global markets will grow the most over the next year? What areas of fixed income are most interesting?
|
Jun 26, 2024 |
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2024 Mid-Year Outlook: Playing both offense and defense with diversification
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Jun 17, 2024 |
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What's changed with the June U.S. Fed's outlook?
|
Jun 14, 2024 |
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After India's elections, what's next?
|
Jun 05, 2024 |
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Is a simple 60/40 stock-bond portfolio good enough?
|
May 29, 2024 |
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VIDEO: What's next for China equities - Addressing key questions from investors
|
May 21, 2024 |
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VIDEO: Introducing the new Guide to Investing in Asia
|
May 14, 2024 |
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Fed plans higher for longer, pressuring the JPY
|
May 02, 2024 |
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Rising energy prices, Middle East conflicts, and latest inflation data ... what's causing the current market correction?
|
Apr 23, 2024 |
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[Chinese version] 影片：41. 2024年第二季度 《環球市場縱覽》網絡會議
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Apr 17, 2024 |
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VIDEO: Investment opportunities from a global perspective
|
Apr 12, 2024 |
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Forecasting continued global growth ... where to find positive returns?
|
Apr 08, 2024 |
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[Chinese version] 38. 美国经济持续表现强劲
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Mar 25, 2024 |
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U.S. economy continues to show strength, Fed patiently prepares to ease
|
Mar 21, 2024 |
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Understanding alternatives: The investment opportunities in life sciences and healthcare
|
Mar 18, 2024 |
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36. The strengthening case for adding Alternatives to an investor's portfolio
|
Mar 11, 2024 |
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35. Can China get its growth back on track in 2024?
|
Mar 06, 2024 |
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34. Japanese stocks are in a bull market run ... can it last?
|
Feb 27, 2024 |
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33. Three market risks investors need to keep an eye on
|
Feb 15, 2024 |
|
32. VIDEO: Fed rate cuts are coming! ... but not just yet
|
Feb 05, 2024 |
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31. How quickly will the Fed cut interest rates?
|
Jan 30, 2024 |
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30. Latest China economic numbers ... an opportunity for equity investors?
|
Jan 18, 2024 |
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29. Highlighting the 1Q 2024 Guide to the Markets - Asia
|
Jan 15, 2024 |
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28. New year, where to look for returns?
|
Jan 04, 2024 |
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27. The U.S. Fed sees cloudy days ahead ... Markets cheer! Wait, what?!
|
Dec 14, 2023 |
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26. The bond rally has finally arrived
|
Dec 12, 2023 |
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[Chinese Version] 25. 2024年大市前瞻
|
Dec 06, 2023 |
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25. Investment opportunities in 2024 ... What can go wrong?
|
Nov 28, 2023 |
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24. What are the macroeconomic opportunities and challenges in 2024?
|
Nov 23, 2023 |
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23. Is the U.S. economy unstoppable?
|
Nov 14, 2023 |
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22. Looking for validation, U.S. Fed stays the course
|
Nov 02, 2023 |
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21. Is it time for Asian equities to shine again?
|
Oct 31, 2023 |
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20. What does the latest Chinese economic data tell us?
|
Oct 20, 2023 |
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19. Could the Fed really stick with ”higher for longer”?
|
Oct 12, 2023 |
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[Chinese Version] 18. 鷹派暫停升息下的三大投資意涵 (archived)
|
Sep 22, 2023 |
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18. Higher for longer by the U.S. Fed (archived)
|
Sep 21, 2023 |
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17. How can China’s property market recover from current concerns? (archived)
|
Aug 30, 2023 |
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16. Weaker Chinese economic data and what policy options can help boost the economy (archived)
|
Aug 16, 2023 |
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15. A resilient U.S. economy and how it impacts high-yield income generation (archived)
|
Aug 10, 2023 |
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14. The Fed raises again. Is this the last? (archived)
|
Jul 27, 2023 |
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13. A less likely recession? A closer look through the lens of Fixed Income (archived)
|
Jul 18, 2023 |
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12. Key takeaways from the 3Q Guide to the Markets - Asia (archived)
|
Jul 11, 2023 |
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11. The opportunities and challenges for alternative assets (archived)
|
Jun 28, 2023 |
|
10. The Fed pauses in a slowing economy (archived)
|
Jun 15, 2023 |
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9. The investment opportunities in Japanese equities (archived)
|
Jun 01, 2023 |
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8. Central Banks, Earnings, and China’s Recovery (archived)
|
May 18, 2023 |
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7. Raising the U.S. debt ceiling: Simplifying for an investor’s perspective (archived)
|
May 04, 2023 |
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6. Playing devil’s advocate (archived)
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Apr 18, 2023 |
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5. What have we learned so far from the recent banking stress? (archived)
|
Apr 11, 2023 |
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4. What is the investment opportunity in China? (archived)
|
Mar 24, 2023 |
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3. Silicon Valley Bank rescue and investment implications (archived)
|
Mar 15, 2023 |
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2. Growing income to fight inflation (archived)
|
Mar 02, 2023 |
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1. China’s reopening, US Fed rate decisions, and why cash is less of a friend in 2023 (archived)
|
Feb 14, 2023 |