On Investors’ Minds - APAC Edition

After rallying impressively, what role can gold play in an investor's portfolio?

In this 116th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recent strong performance of gold, up over 50% in 2025 alone, and what role it can serve within an investor's portfolio.  How has lower interest rates globally impacted the attractiveness of gold as an investment?  How have central bank actions impacted gold prices?  What's the outlook for gold when compared to equities or fixed income?  Listen now to Tai 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 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--podcastEP116).  

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: From tech standouts to government shutdown volatility, Q4 could be a turning point for markets.

In this 115th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig being joined by Grace Teh, Global Strategic Relationships Client Advisor, summarizing the global markets going into the last quarter of 2025 using the just released Guide to the Markets - Asia for the 4th Quarter 2025.  After a strong first 9 months of 2025, what are the top questions from investors heading into 2026?  How impactful will the current U.S. government shutdown be on both the U.S. economy and overall financial markets?  What is the outlook for China's economy and could there be any upcoming government stimulus to help improve business profitability?  Listen or watch now to Grace, Kerry, and Tai 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 4th 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--podcastEP115)

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.

Asia markets are on a tear in 2025. What are the keys for the rally to continue?

In this 114th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Mark Davids, Senior Portfolio Manager and Co-Head of the Asia Pacific Regional team within the Emerging Markets and Asia Pacific (EMAP) Equities team, to take a closer look at the strong 2025 year Asian markets have had so far.  Which specific markets have performed the strongest and what has been their underlying drivers?  How has the U.S. dollar weakness this year impacted Asian markets?  Which sectors are best placed to continue the growth for Asia?  Listen now to Tai and Mark 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 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--podcastEP114).  

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: The U.S. Fed cuts 25bps as expected, what's next?

In this 113th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui summarizing the overnight U.S. Federal Reserve (Fed) decision to cut policy rate by 25bps to a range of 4%-4.25%.  How did the market react to the rate cut?  Did Fed chair Powell's press conference give any indications of further cuts through the end of the year?  What are the economic impacts of this now lower policy rate?  Listen or watch now to Tai 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 3rd 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--podcastEP103)

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.

China's export resilience: remaining optimistic despite global trade challenges

In this 112th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jennifer Qiu, Global Market Strategist, to take a closer look at how China's export performance continues to surprise with growth, despite increased U.S. import tariffs. What markets are Chinese exporters increasing trade with, as previous exports to U.S. continue to decline?  What are transshipments and how does it impact China export numbers?  How has Chinese equities performed so far this year given the export challenges are so well known by investors?  Listen now to Tai and Jennifer 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 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--podcastEP110).  

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.

Identifying key ETF growth trends in the U.S. and Asia

In this 111th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jon Maier, Global Chief ETF Strategist, to understand the latest developments around ETFs globally using the recently released Guide to ETFs.  What are the latest trends around active vs passive ETFs?  What is the Guide to ETFs - Asia and how can investors benefit from the Guide?  How can ETFs help with building a diversified portfolio?  Listen now to Tai and Jon 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 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--podcastEP111).  

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.

India's economy continues to impress

In this 110th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at strong growth of the Indian economy, its robust fiscal management and how Indian equities are faring so far in 2025.  How have the recent increase in U.S. tariffs impacted the domestic economy?  How are current valuations for Indian equities when compared again other emerging market peers?  Which sectors are primed for the most growth over the next year?  Listen now to Tai 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 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--podcastEP110).  

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.

Checking in on Asian corporate earnings, tariffs impact, and riding the AI wave

In this 109th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Adrian Wong, Global Market Strategist, to check in on the second quarter corporate earnings in Asia.  How have the second quarter earnings results been so far?  What has been the impact from tariffs so far?  With AI seeing so much investor interest globally, has Asian tech hardware and software companies benefited during the second quarter?  Listen now to Tai and Adrian 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 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--podcastEP109).  

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.