Our Views and Market News | J.P. Morgan Asset Management

Sep 2010	Market Focus - China Eases Currency Control The State Administration of Foreign Exchange (SAFE), China’s foreign exchange regulator......
Aug 2010	Fund Focus - JF Asia Domestic Opportunities Fund China and India remain our Fund's core country allocation......
Aug 2010	Fund Focus - JF Taiwan We continue to stay constructive on Taiwan as the recovery remains intact and valuations are attractive with dividend yield support......
Aug 2010	Fund Focus - JF Hong Kong Sentiment remains key for short-term performance but the market is supported by strong fundamentals and reasonable valuations......
Aug 2010	Fund Focus - JPM Global Natural Resources (USD) With the exception of a strong performance for gold, it was a challenging quarter for commodities......
Aug 2010	Fund Focus - JF China Our portfolio continues to position for leverage to China's domestic growth plays while domestic cyclicals have been oversold......
Jul 2010	Market Focus - Asia in the Global Context Overall a picture emerged during the 1H’10 of uneven global recovery with the Asia ex-Japan region......
Jul 2010	Market Focus - GEM - Well-Supported by Fundamentals Given the market turmoil and loss of global risk appetite in much of 1H 2010, we thought it useful to give you......
Jul 2010	Investment Insights - Global Outlook for 2H 2010 June was another difficult month for global stockmarkets. The MSCI World Index fell 4.2% in local currency terms......
Jul 2010	Fund Focus - JF Asia Absolute Return May has been the worst month for the average hedge fund performance since the collapse of Lehman Brothers......
Jul 2010	Market Focus - IMF Optimism towards Asia In its July World Economic Outlook, the IMF has revised 2010 GDP growth forecasts for Asia Pacific......
Jul 2010	Market Focus - G12 Leading the Way The G20 summit in Toronto ended on 27 June with media hype over the pledges by the advanced economies (G7) ......
Jul 2010	Fund Focus - JF Pacific Securities External influences on Asia in 2H 2010 will continue to be mixed......
Jul 2010	Fund Focus - JF India Fund The current backdrop for India is looking attractive......
Jun 2010	Investment Insights - Will China Succeed in Boosting Consumption? Although fears of hard landing or policy risks in China and the debt crisis in Europe have dominated news headlines......
Jun 2010	Fund Focus - JF Taiwan Taiwan's economy grew 13.3% yoy in 1Q'2010, reflecting the low comparison base and the improving US economy......
Jun 2010	Fund Focus - JF Korea Fund We have recently upgraded Korea in our regional asset allocation from neutral to overweight driven......
Jun 2010	Fund Focus - JF Asian Total Return Bond The size of the EUR 750bn bail-out package was a positive surprise as was the speed of putting it together......
Jun 2010	Market Focus - RMB exits from the peg China recognises the need for greater RMB flexibility......
Jun 2010	Market Focus - China's Local Government Debt Media has given wide coverage to the risks of China’s hidden local government debt mountain this year......

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