On Investors’ Minds

After India's elections, what's next?

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.

Is a simple 60/40 stock-bond portfolio good enough?

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.

VIDEO: What's next for China equities - Addressing key questions from investors

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.

VIDEO: Introducing the new Guide to Investing in Asia

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.

Fed plans higher for longer, pressuring the JPY

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.

Rising energy prices, Middle East conflicts, and latest inflation data ... what's causing the current market correction?

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.

[Chinese version] 影片：41. 2024年第二季度 《環球市場縱覽》網絡會議

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？

您亦可以按此瀏覽我們的網站，以獲取更多環球市場策略師對經濟和關鍵市場的最新觀點。

VIDEO: Investment opportunities from a global perspective

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.