# Asia Cross Asset: Taking stock of the North Asian equity surge

Page: https://stenobird.com/podcast/at-any-rate-94814/asia-cross-asset-taking-stock-of-the-north-asian-equity-surge
Text version: https://stenobird.com/podcast/at-any-rate-94814/asia-cross-asset-taking-stock-of-the-north-asian-equity-surge.md
Podcast: [At Any Rate](https://stenobird.com/podcast/at-any-rate-94814)
Published: 2026-05-18T15:16:41+00:00
Episode link: https://atanyrate.podbean.com/e/asia-cross-asset-taking-stock-of-the-north-asian-equity-surge/
Audio file: https://mcdn.podbean.com/mf/web/mk32a6bm2k8gddwe/0516-Asia_cross_asset-Korea_Taiwan_equities_and_FX.mp3
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JSON: https://stenobird.com/v1/public/podcasts/at-any-rate-94814/episodes/asia-cross-asset-taking-stock-of-the-north-asian-equity-surge
Duration seconds: 1283

## Resource

Featured in this podcast are Arindam Sandilya and Mixo Das take stock of the North Asian equity surge, as Korea and Taiwan extend AI-led rallies amid improving monetization and shifting flows – assessing where the two markets may diverge and a readthrough to FX. This podcast was recorded on May 18, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5268762-0, https://jpmorganmarkets.com/research/content/GPS-5291814-0, https://jpmorganmarkets.com/research/content/GPS-5274426-0 and https://jpmorganmarkets.com/research/content/GPS-5243037-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved.

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## Transcript

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