42. Rising energy prices, Middle East conflicts, and latest inflation data … what’s causing the current market correction?
In this episode, Tai Hui summarizes recent market volatility, the latest developments and 3 main takeaways
On Investors' Minds - APAC Edition
Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening in the financial markets from our Asia Pacific headquarters in Hong Kong
02/05/2024
In this episode, Tai Hui recaps the May FOMC meeting results, and the immediate market reaction, including impact to the ongoing Japanese Yen weakness.
In this episode, Tai Hui summarizes recent market volatility, the latest developments and 3 main takeaways
In this special Mandarin video episode, Tai Hui is joined by Agnes Lin to review the latest market updates from the first three months of 2024, complemented by several newly added charts from the 2Q24
In this special video episode, Tai Hui is joined by David Kelly, Karen Ward, and Gabriela Santos to cover the global economy and more importantly, the investment opportunities available.
In this episode, Tai Hui and Sylvia Sheng reviews the MAS team outlook from Q2 2024 through to the end of the year.
In this episode, Tai Hui recaps the U.S. Federal Reserve's March FOMC meeting results and how the markets have reacted.
In this episode, Kerry Craig and Anya Schiess provide clarity and insights on how impactful life sciences and healthcare overall have been as an investment category.
In this episode, Tai Hui and Gary Leung summarize how different kinds of alternative assets can strengthen an investor’s portfolio.
In this episode, Tai Hui summarizes the just completed China National People's Congress and the key points outlined by Chinese Premier, Li Qiang.
In this episode, Tai Hui takes a closer look at the recent Japanese equities market going through a bull market run, and what factors will impact how long the positive run continues for.
In this episode, Tai Hui highlights three market risks that investors should keep an eye on, i.) U.S. Fed rate cuts, ii.) supply chain disruptions, and iii.) U.S. regional banking sector stress.
In this episode, Tai Hui and Dr. David Kelly review the U.S. Federal Reserve’s January FOMC meeting results, the likelihood of a U.S. recession, and the upcoming 2024 U.S. presidential elections.
In this episode, Tai Hui takes us on a quick trip back to what has happened in previous cycles of the U.S. Fed cutting interest rates.
In this episode, Tai Hui summarizes the just released Chinese economic numbers that investors should focus on.
In this episode, Tai Hui is joined by James Burdis, to address key topics including U.S., Europe, China, fixed income, and equity opportunities.
In this episode, Tai Hui discusses the different sources of returns from both fixed income and equities markets for the new year.
In this episode, Tai Hui dives into the pessimistic FOMC statement and shines a light on why the markets cheered.
In this episode, Kerry Craig digs into the recent rally in bonds, the declining U.S. Treasury yield, and the next central bank moves globally.
In this episode, Tai Hui highlights some of the investment opportunities and risks that investors need to keep an eye on in 2024.
In this episode, Tai Hui summarizes the three most impactful macro areas of 2024, U.S. chances of recession, China's recovery, and the 2024 U.S. Presidential election.
In this episode, Tai Hui and Gabriella Santos discuss just how strong is the current U.S. economy and what risks lay ahead.
In this episode, Kerry Craig summarizes the Fed's overnight decision to keep the existing interest rate the same.
In this episode, Tai Hui explores the investment opportunities in Asian equities.
In this episode, Tai Hui recaps the latest Chinese economic data and whether there is improvement in the underlying economy.
In this episode, Tai Hui discusses the key points from the 4Q GTMA, and highlights the recent spike in yields on the back of a hawkish US Fed.
In this episode, Tai Hui summarizes the September FOMC meeting that just wrapped up, and its immediate and longer-term impacts on the markets
In this episode, Tai Hui summarizes the different factors impacting the Chinese property market and possible next steps.
In this episode, Tai Hui summarizes the July Chinese economic data, overall momentum, and other challenges to the economy.
In this episode, Tai Hui reviews the ongoing resilience of the U.S. economy despite the interest rate hikes.
In this episode, Kerry Craig provides a timely update on initial takeaways from the latest U.S. Fed rate increase.
In this episode, Kerry Craig is joined by Jonathan Liang to check on whether the global economy is still heading down the path of a recession.
In this episode, Tai Hui highlights the key takeaways from the 3rd quarter 2023 Guide to the Markets - Asia.
In this episode, Tai Hui is joined by Gary Leung, Head of Alternatives, to take a closer look at the world of real estate, infrastructure, hedge funds, private equities, and private credit.
In this special episode, Tai Hui gives an update on the U.S. Federal Reserve’s decision to maintain the current interest rate amid signs of a slowing U.S. economy.
In this episode, Tai Hui is joined by guest speaker, Alexander Treves, to take a closer look at the economic, structural, and technical factors impacting Japanese equities
In this episode, Tai Hui updates the latest on: i) the US Fed and other central banks, ii) recap of 1Q corporate earnings, iii) and China's gradual economic recovery
In this episode, Tai Hui is joined by guest speaker David Kelly to break down the increasing investor interest in the U.S. debt ceiling.
In this episode, 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.
In this episode, 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.
In this episode, Tai Hui reviews keys of investing in China: i) current economy, ii) growth drivers, and iii) have we already missed the rally?
In this episode of the On Investors' Minds - APAC Edition podcast, Dr. David Kelly provides his insights and thoughts on the developing situation that has led to the shutting down of SVB.
On this episode of the On Investors' Minds - APAC Edition podcast, Tai Hui breaks down how generating income in an investment portfolio can help improve returns in a world of heightened inflation
In the first episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores three topics that have had significant changes ince the end of 2022
Diversification does not guarantee positive returns or eliminate risk of loss.
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