On Investors’ Minds - APAC Edition JP Morgan Asset Management Market Insights

In this 8th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui updates the latest across three main areas including: i) the US Fed's steady interest rate increases as well as some of the other market impacting central banks in Europe and Asia Pacific, ii) recap of 1Q corporate earnings in the U.S. and Asia, iii) and China's gradual economic recovery. 
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 JP Morgan Asset Management website. 

In this 7th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker David Kelly, Chief Global Strategist, to break down the increasing investor interest in the U.S. debt ceiling.  There's a lot at stake if the U.S. debt ceiling does not get raised.  Listen to Tai and David dive into the politics and economics involved, so that you can better navigate your next investment decisions.
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 JP Morgan Asset Management website.

In this 6th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui outlines the preferred areas of the markets the Market Insights team as well as many professional investors and portfolio managers have for the 2nd quarter of 2023.  Along with why these preferred areas have positive outlooks in the medium term, Tai also plays devil's advocate and identifies risks of each area that an investor should pay close attention to.
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 JP Morgan Asset Management website.

In this 5th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui reviews the recent problems in the U.S. and European banking sectors, and what this all means for investors in the coming months and quarters, including i.) the positives now that the market and banks have stabilized, ii.) the threat of recession (negatives), and iii.) where we see better returns.
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 JP Morgan Asset Management website.

In this episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into what to watch out for when investing in China, quickly summarized into three important topics: i) what's currently happening in the Chinese economy, ii) what are some of the long-term growth drivers, and iii) have we already missed the rally in Chinese equities?
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 JP Morgan Asset Management website.

In this episode of the On Investors' Minds - APAC Edition podcast, Dr. David Kelly, Global Chief Market Strategist, provides his insights and thoughts on the developing situation that has led to the shutting down of both Silicon Valley Bank and Signature Bank and the involvement of the U.S. Fed and Treasury departments. Dr. Kelly dissects what has happened so far (as of March 13, 2023), what this means for the U.S. economy, Fed considerations / monetary policy and investment implications.
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 on On Investors' Minds - APAC Edition.  For more analysis on the financial markets, visit the JP Morgan Asset Management website.