In this 92nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the latest downward movement of the U.S. dollar, even though U.S. bond yields are rising, which traditionally has lead to a stronger dollar. How much has recently announced tariffs impacted the U.S. dollar value? Is the U.S. dollar importance declining around the world? Will the U.S. dollar recover from the 10% drop since the start of 2025? 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 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--podcastEP92)
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.
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8:22
Potential response from China on the latest tariff tensions
In this 91st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui catches us up on the latest economic data on the Chinese economy and what impact is likely from the recent tariff tensions. What areas of the Chinese economy are performing well? Which areas will likely need stimulus from the central government in order to hit the country's growth target for 2025? How will the Chinese yuan and U.S. dollar trend in the coming months? 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 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--podcastEP91)
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.
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7:32
What have we learned since President Trump's Liberation Day?
In this 90th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the past 2 weeks since U.S. President Trump's market impacting Liberation Day on April 2nd. There have been tariff postponements, rising tensions with multiple trading partners, and stock markets feeling like a roller coaster ride since the start of April. What's been the impact on the U.S. economy? Will U.S. treasury yields continue to move higher? How have the uncertain tariff policies impacted the way companies proceed with their own business planning? 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 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--podcastEP90)
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.
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8:21
What should investors do following the U.S. tariff announcement?
In this 88th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the overnight announcement of new tariffs by President Trump for imports into the U.S. across a large swath of countries globally. What are the tariff amounts being applied and to which countries? How has the market reacted since the announcement? With so much uncertainty facing businesses, which investment areas could be more resilient? 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 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--podcastEP88)
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.
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10:13
U.S. Tech and what's next after all the volatility
In this 87th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Joseph Wilson, portfolio manager and research analyst covering the technology sector with the U.S. Equity Group, to take a closer look at the recent performance of the U.S. tech sector amidst a lot of recent market volatility. What are the risks and opportunities that investors should be mindful of in the U.S. tech area? How does China's recent AI development compare to similar innovation taking place in the U.S.? Will semiconductors continue to lead the next phase of tech growth? Listen now to Tai and Joseph's discussion 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 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP87)
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.
Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening the financial markets from our Asia Pacific headquarters in Hong Kong
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