Tai Hui

Tai Hui is chief market strategist for the Asia-Pacific at J.P. Morgan Asset Management 
Tai Hui
Tai Hui is chief market strategist for the Asia-Pacific at J.P. Morgan Asset Management 

Latest from Tai Hui

Macroscope | The Fed, Bank of Japan and ECB are all signalling that the rate-tightening era may have passed … for now

The Fed has slowed its rate hikes, while there’s no sign of any monetary tightening at the BOJ and ECB for now. This could be good news for Hong Kong and risk assets, at least in the short term

22 Feb 2019 - 10:23PM

The Fed has slowed its rate hikes, while there’s no sign of any monetary tightening at the BOJ and ECB for now. This could be good news for Hong Kong and risk assets, at least in the short term

The Fed, Bank of Japan and ECB are all signalling that the rate-tightening era may have passed … for now
Macroscope | European politics is in flux, but the news is not all bad for investors

The EU has a headache on its hands this year with Brexit, fiscal discipline and mass protests, on top of volatile parliamentary elections in May. Even so, there are quality companies that are less sensitive to market volatility.

25 Jan 2019 - 10:46PM

The EU has a headache on its hands this year with Brexit, fiscal discipline and mass protests, on top of volatile parliamentary elections in May. Even so, there are quality companies that are less sensitive to market volatility.

European politics is in flux, but the news is not all bad for investors
Macroscope | For central banks in 2019, the catchword is caution

Now more than at any time in the past few years, central bankers will need to scrutinise and respond closely to evolving economic data, and be aware any miscommunication could adversely affect economic growth.

22 Dec 2018 - 1:53AM

Now more than at any time in the past few years, central bankers will need to scrutinise and respond closely to evolving economic data, and be aware any miscommunication could adversely affect economic growth.

For central banks in 2019, the catchword is caution
Macroscope | In 2018, cash outperformed most other asset classes. Will 2019 be different?

A survey of the regional outlooks shows economic fundamentals remain stable going into a new year, though risks will persist. As has been the case this year, the complex mix of geopolitical tension and economic challenges specific to the region will keep investors on their toes.

23 Nov 2018 - 10:24PM

A survey of the regional outlooks shows economic fundamentals remain stable going into a new year, though risks will persist. As has been the case this year, the complex mix of geopolitical tension and economic challenges specific to the region will keep investors on their toes.

In 2018, cash outperformed most other asset classes. Will 2019 be different?
Macroscope | Asian equities could see a rebound in 2019 – if three cogs in the wheel fall into place

Tai Hui says a weaker US dollar, resumption of dialogue between the US and China on trade, and more stimulus from China could turn the gloomy sentiment on Asian equities around.

26 Oct 2018 - 10:55PM

Tai Hui says a weaker US dollar, resumption of dialogue between the US and China on trade, and more stimulus from China could turn the gloomy sentiment on Asian equities around.

Asian equities could see a rebound in 2019 – if three cogs in the wheel fall into place
Macroscope | The next bear market is coming, but it should be less fierce than the last downturn

The global economy is showing decent momentum, and the US economy has become more stable. The next recession is more likely to resemble the mild ones of 1990 and 2001 than the 2008 monster.

29 Sep 2018 - 2:36PM

The global economy is showing decent momentum, and the US economy has become more stable. The next recession is more likely to resemble the mild ones of 1990 and 2001 than the 2008 monster.

The next bear market is coming, but it should be less fierce than the last downturn
Macroscope | Why the tech stocks bonanza may be ending and it’s time to hit the reset button on high hopes

As tech companies will face challenges in the near future, investors should temper expectations and focus on firms with a broad range of businesses.

29 Sep 2018 - 2:36PM

As tech companies will face challenges in the near future, investors should temper expectations and focus on firms with a broad range of businesses.

Why the tech stocks bonanza may be ending and it’s time to hit the reset button on high hopes
Macroscope | US economic indicators are blaring, but is it an alarm clock or a fire alarm?

Based on US Treasure yield curves, bond investors are more optimistic about near-term prospects than the long term. So does that mean it’s time to dump risky assets? Not exactly, but it’s a good idea to review your portfolio

27 Jul 2018 - 10:30PM

Based on US Treasure yield curves, bond investors are more optimistic about near-term prospects than the long term. So does that mean it’s time to dump risky assets? Not exactly, but it’s a good idea to review your portfolio

US economic indicators are blaring, but is it an alarm clock or a fire alarm?
Opinion | Bright spots in Asian stocks can be found amid trade war gloom

The fundamentals apply, particularly at a time of trade frictions and market turbulence: investors should stick to a diversified portfolio and seek out good companies and growing industries.

6 Jul 2018 - 10:29PM

The fundamentals apply, particularly at a time of trade frictions and market turbulence: investors should stick to a diversified portfolio and seek out good companies and growing industries.

Bright spots in Asian stocks can be found amid trade war gloom
Why the Fed’s predictable interest rate rises make high-yield bonds and even equities look attractive

A modest Federal Reserve interest rate increase every quarter should not rattle markets, but it will prompt a look beyond safer fixed-income options.

29 Sep 2018 - 2:36PM

A modest Federal Reserve interest rate increase every quarter should not rattle markets, but it will prompt a look beyond safer fixed-income options.

Why the Fed’s predictable interest rate rises make high-yield bonds and even equities look attractive
Macroscope | Don’t panic: emerging market volatility is not a sign of another 2013 ‘taper tantrum’

Argentina’s interest rate hikes and steep losses for some currencies may lead investors to fear a repeat of 2013 in under way, but abandoning emerging markets would be an overreaction.

11 May 2018 - 10:34PM

Argentina’s interest rate hikes and steep losses for some currencies may lead investors to fear a repeat of 2013 in under way, but abandoning emerging markets would be an overreaction.

Don’t panic: emerging market volatility is not a sign of another 2013 ‘taper tantrum’