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Artwork for On Investors’ Minds

On Investors’ Minds - APAC Edition

JP Morgan Asset Management Market Insights
Federal Reserve
Inflation
Asset Allocation
India
60/40 Portfolio
US Economy
U.S. Federal Reserve
Consumer Spending
Central Bank Policies
GDP Growth
European Economy
China
FOMC Meeting
Guide To Investing In Asia
Artificial Intelligence
Macroeconomic Data
Government Bonds
BJP
Japanese Equities
Investing

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

PublishesWeeklyEpisodes100Founded3 years ago
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InvestingBusiness

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Artwork for On Investors’ Minds

Latest Episodes

In this 119th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig recaps the outcome from the October U.S. FOMC meeting where Fed Chair Jerome Powell confirmed the largely expected 25 basis point cut in the benchmark interest rate.... more

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In this 118th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recently wrapped up 4th Plenum of the Chinese Communist Party, where the focus was in setting the 15th Five-Year Plan (FYP) for the period covering 2026-2030.... more

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In this 117th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Stephanie Aliaga, Global Market Strategist based in New York, to dive into the latest AI developments around circular deals where AI model developers, hyper... more

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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 globall... more

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Recent Guests

Mark Davids
Senior Profitability Manager and co-head of the Asia Pacific Equity Investment Team
J.P. Morgan Asset Management
Episode: Asia markets are on a tear in 2025. What are the keys for the rally to continue?
Jon Maier
Global Chief ETF Strategist
J.P. Morgan Asset Management
Episode: Identifying key ETF growth trends in the U.S. and Asia
Marcella Chow
Global market strategist who wrote on the dynamics of the Chinese equity markets.
JP. Morgan Asset Management
Episode: Decoding China's economic resilience through T.E.A. - Opportunities in Chinese equities
Jennifer Qiu
Global market strategist based in Hong Kong
J.P. Morgan Asset Management
Episode: How will the One Big Beautiful Bill act impact the U.S. economy?
Brian Lam
Portfolio manager within the Private Market Equity Group.
J.P. Morgan Asset Management
Episode: VIDEO: Navigating the current Private Equity market | Guide to Alternatives
Joseph Wilson
Lead portfolio manager for the JP Morgan US Technology Strategy
JP Morgan Asset Management
Episode: U.S. Tech and what's next after all the volatility
Regina Liu
APAC Head of Investment Specialists for the International Equity Group
J.P. Morgan Asset Management
Episode: Can European equities make your portfolio better?
Dr. David Kelly
Global Chief Strategist
J.P. Morgan Asset Management
Episode: What is causing the recent U.S. market volatility? Tariffs, immigration, jobs and taxes.
Anurag Aggarwal
Global Head of Portfolio Management for the Global Transportation Group
JP Morgan Asset Management
Episode: How do transportation assets generate income for investors?

Host

Tai Hui
Chief Market Strategist for Asia Pacific at J.P. Morgan Asset Management.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#109
Indonesia/Business/Investing
Apple Podcasts
#109
Hong Kong/Business/Investing
Apple Podcasts
#173
South Korea/Business/Investing
Apple Podcasts
#179
Switzerland/Business/Investing
Apple Podcasts
#217
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

VIDEO: From tech standouts to government shutdown volatility, Q4 could be a turning point for markets.
Q: What should we expect from China's new five-year plan?
China's new five-year plan may continue focusing on enhancing global trade, improving self-dependence from imports of critical components, and strengthening the service sector.
VIDEO: From tech standouts to government shutdown volatility, Q4 could be a turning point for markets.
Q: What risks and opportunities may lie ahead with respect to the current economic conditions?
Investors are concerned about the government shutdown and its potential impact on economic momentum, but many still see opportunities due to strong consumer and corporate spending.
Asia markets are on a tear in 2025. What are the keys for the rally to continue?
Q: How do you see the development of AI creating investment opportunities in APAC?
There is substantial demand from the US driving AI capital expenditures in Asia, benefiting numerous companies in Taiwan, South Korea, and Japan.
Asia markets are on a tear in 2025. What are the keys for the rally to continue?
Q: What are the challenges facing India over the next three to five years?
India faces a cyclical soft patch with muted private sector response, but the long-term story remains positive due to structural growth potential.
Identifying key ETF growth trends in the U.S. and Asia
Q: Can you give us a perspective of the overview of developments of global, as well as the US ETF markets in 2025?
The ETF marketplace has seen significant growth, especially in the US, with trends indicating a shift towards actively managed ETFs.

Audience Metrics

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Frequently Asked Questions About On Investors’ Minds

What is On Investors’ Minds about and what kind of topics does it cover?

This podcast provides insights into the financial markets primarily focusing on trends impacting the Asia Pacific region. The discussions, led by a Chief Market Strategist, center around various macroeconomic factors, including trade relationships, tariffs, and monetary policies, with a specific emphasis on their implications for investors. Episodes often feature expert guests from J.P. Morgan Asset Management, bringing forth analysis on economic resilience, market dynamics, and investment strategies relevant for both retail and institutional investors. Unique highlights include in-depth discussions on the intricacies of ETF markets, the impact of geopolitical events, and specialized segments on emerging markets like India and China.

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Which podcasts are similar to On Investors’ Minds?

These podcasts share a similar audience with On Investors’ Minds:

1. Making Sense
2. Insights Now
3. At Any Rate
4. Global Data Pod
5. The Markets

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On Investors’ Minds launched 3 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on On Investors’ Minds?

Recent guests on On Investors’ Minds include:

1. Mark Davids
2. Jon Maier
3. Marcella Chow
4. Jennifer Qiu
5. Brian Lam
6. Joseph Wilson
7. Regina Liu
8. Dr. David Kelly

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