On Investors’ Minds - APAC Edition

Potential response from China on the latest tariff tensions

In this 91st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui catches us up on the latest economic data on the Chinese economy and what impact is likely from the recent tariff tensions.  What areas of the Chinese economy are performing well?  Which areas will likely need stimulus from the central government in order to hit the country's growth target for 2025?  How will the Chinese yuan and U.S. dollar trend in the coming months?  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 2025 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--podcastEP91)

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.

What have we learned since President Trump's Liberation Day?

In this 90th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the past 2 weeks since U.S. President Trump's market impacting Liberation Day on April 2nd.  There have been tariff postponements, rising tensions with multiple trading partners, and stock markets feeling like a roller coaster ride since the start of April.  What's been the impact on the U.S. economy?  Will U.S. treasury yields continue to move higher?  How have the uncertain tariff policies impacted the way companies proceed with their own business planning?  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 2025 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--podcastEP90)

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.

VIDEO: Understanding tariffs and market volatility using the new Guide to the Markets - Asia (Q2 2025)

In this 89th episode of the On Investors' Minds - APAC Edition podcast, we are excited to share this special video replay of Kerry Craig using the recently published Guide to the Markets - Asia (Q2 2025 edition) to better understand the impact of the latest tariff developments and how the markets have reacted.  Which charts best visualize the current state of the U.S. economy?   How has European markets held up so far this year?  What are the trade and policy options available for China to counter the U.S. tariffs?  Listen or watch now to Kerry summarize all the latest market developments using the Guide to the Markets - Asia 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 2025 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--podcastEP89)

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.

What should investors do following the U.S. tariff announcement?

In this 88th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the overnight announcement of new tariffs by President Trump for imports into the U.S. across a large swath of countries globally.  What are the tariff amounts being applied and to which countries?  How has the market reacted since the announcement?  With so much uncertainty facing businesses, which investment areas could be more resilient?  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 2025 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--podcastEP88)

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.

U.S. Tech and what's next after all the volatility

In this 87th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Joseph Wilson, portfolio manager and research analyst covering the technology sector with the U.S. Equity Group, to take a closer look at the recent performance of the U.S. tech sector amidst a lot of recent market volatility.  What are the risks and opportunities that investors should be mindful of in the U.S. tech area?  How does China's recent AI development compare to similar innovation taking place in the U.S.?  Will semiconductors continue to lead the next phase of tech growth?  Listen now to Tai and Joseph's discussion 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 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP87)

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.

Can European equities make your portfolio better?

In this 86th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Regina Liu, Head of Investment Specialist team in Asia for the International Equities Group, to take a closer look at the significant outperformance by European equities over U.S. equities since the start of 2025.  What recent global events have created this favorable environment for European companies?  How can exposure to European equities help with portfolio diversification for investors?  What is the market outlook for Europe through the rest of 2025?  Listen now to Tai and Regina's discussion 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--podcastEP86)

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.

Are uncertainties in U.S. government policies leading to the overnight market drop?

In this 85th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the large overnight market drop in the U.S. (March 11th, 2025), and highlights some of the underlying reasons leading to the negative investor sentiment.  How are businesses adjusting to the latest tariff developments and cutbacks on U.S. government spending?  What were the market bright spots when many companies had large downward movements?  With financial markets showing significant concerns, could future U.S. government policies shift to be more supportive of businesses and markets?  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 2025 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--podcastEP85)

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.

What is causing the recent U.S. market volatility? Tariffs, immigration, jobs and taxes.

In this 84th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Dr. David Kelly, Chief Global Strategist, to shed light on what's causing the latest U.S. financial markets volatility.  Which U.S. government policies have impacted the markets the most?  How confident are American businesses in navigating the recent changes in tariffs?  Can the U.S. economy traverse through these recent challenges?  Listen to Tai and David discuss their views 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 2025 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--podcastEP84)

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.