How will global politics, AI, and central banks impact global markets? | Guide the Markets - Asia
In this 129th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig leveraging the just released Q1 2026 edition of the Guide to the Markets - Asia, to walk through the latest developments in the U.S., Asia, and Europe and how they will affect the markets in 2026. How many more rate cuts are expected by major central banks in 2026? Can AI investments continue to lift Asian financial markets into 2026? Will Chinese consumers increase their depressed spending and help lead to economic growth for this new year? Listen or watch…
The skinny
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