On Investors’ Minds - APAC Edition

22. Looking for validation, U.S. Fed stays the course

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.

21. Is it time for Asian equities to shine again?

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.

20. What does the latest Chinese economic data tell us?

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 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, 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. 

19. Could the Fed really stick with ”higher for longer”?

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.

[Chinese Version] 18. 鷹派暫停升息下的三大投資意涵 (archived)

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team

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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.

18. Higher for longer by the U.S. Fed (archived)

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team

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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.

17. How can China’s property market recover from current concerns? (archived)

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team

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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.

16. Weaker Chinese economic data and what policy options can help boost the economy (archived)

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team

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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.