Can China equities carry its strong Q3 start and outperform through to the end of 2026?

In this 164th episode of the On Investors' Minds podcast, Tai Hui summarizes both the underperformance of China equities compared to the strong growth of global tech and AI sectors in the first half of 2026, as well as the strong start in Q3 that has outperformed expectations.  How has the Chinese economy performed recently and what does the latest economic data show?  What are the policy directions coming out of Beijing after the recent July politburo meeting?  What are the short, medium and long term outlook for China equities and more specifically where are there opportunities that investors should look closer at?  Listen now to Tai 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 2026 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--podcastEP164).  

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.