Episodes

Tuesday Mar 25, 2025
U.S. Tech and what's next after all the volatility
Tuesday Mar 25, 2025
Tuesday Mar 25, 2025
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.

Thursday Mar 13, 2025
Can European equities make your portfolio better?
Thursday Mar 13, 2025
Thursday Mar 13, 2025
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.

Tuesday Mar 11, 2025
Tuesday Mar 11, 2025
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.

Wednesday Mar 05, 2025
What is causing the recent U.S. market volatility? Tariffs, immigration, jobs and taxes.
Wednesday Mar 05, 2025
Wednesday Mar 05, 2025
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.

Monday Mar 03, 2025
How do transportation assets generate income for investors?
Monday Mar 03, 2025
Monday Mar 03, 2025
In this 83rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Anurag Aggarwal, Head Portfolio Manager for the Global Transportation Group at J.P. Morgan, to take a deeper look at the world of investing in the transportation world. Ships, planes, trains, and electric buses? What are the assets worth considering when talking about transportation investing? How is investing in transportation different from other parts of the Alternatives world? What are the opportunities and risks that should be weighed? Listen now to Tai and Anurag leverage the Guide to Alternatives for their discussion 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 at https://am.jpmorgan.com.

Tuesday Feb 18, 2025
A new lease of life for Chinese equities?
Tuesday Feb 18, 2025
Tuesday Feb 18, 2025
In this 82nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui sheds a bit of light on the recent market rally by Chinese equities since the start of the year. How impactful was the recent release of the Deepseek AI model on the market outperformance? What was the reaction to President Trump's tariffs against China? Is the Chinese economy performing better so far in 2025 when compared to 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 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--podcastEP82)
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.

Monday Feb 10, 2025
The Essentials of Sustainable Investing
Monday Feb 10, 2025
Monday Feb 10, 2025
In this 81st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Tomomi Shimada, Head of Sustainable Investing Client Solutions for Asia Pacific, to discuss the importance of sustainable investing for investors, and the latest areas of focus that clients have been asking about, such as AI, help in scouting future growth opportunities, and food security. Why do clients want to incorporate sustainable objectives into their investment portfolio? What are some of the recent political changes impacting how investors think about sustainability? Listen now to Tai and Tomomi's discussion to get up to date and find out what this all means for investors.
The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 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--podcastEP81)
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.

Tuesday Feb 04, 2025
Volatile markets after Lunar New Year: Tariffs, AI and the Fed
Tuesday Feb 04, 2025
Tuesday Feb 04, 2025
In this 80th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui welcomes everyone back from the Lunar New Year break, and takes a closer look at the recent market volatility that has stemmed from recent tariff tensions, new AI engines, and the U.S. Fed taking a pause. 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--podcastEP80)
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.