J.P. Morgan Asset Management · consulting-deck
guide to the markets asia
92 pages · 5 arc beats · 0 loops
guide to the markets asia
J.P. Morgan Asset Management arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 112 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 4 slides 100% 4/4 slides 100% 4/4 slides · 17 hits — 0/4 slides
25% 1/4 slides 25% 1/4 slides 100% 4/4 slides · 5 hits — 0/4 slides
Regional Insights 10 slides 100% 10/10 slides 100% 10/10 slides · 56 hits — 0/10 slides
50% 5/10 slides — 0/10 slides
100% 10/10 slides · 20 hits — 0/10 slides
Data Table 64 slides 100% 64/64 slides 100% 64/64 slides · 364 hits — 0/64 slides
48.4% 31/64 slides · 33 hits 3.1% 2/64 slides 100% 64/64 slides · 107 hits — 0/64 slides
Industry Trends 30 slides 100% 30/30 slides 100% 30/30 slides · 171 hits — 0/30 slides
46.7% 14/30 slides · 16 hits 3.3% 1/30 slides 100% 30/30 slides · 64 hits — 0/30 slides
Peer Benchmark 4 slides 100% 4/4 slides 100% 4/4 slides · 24 hits — 0/4 slides
100% 4/4 slides · 6 hits — 0/4 slides
100% 4/4 slides · 12 hits — 0/4 slides
Slide inventory
92 every slide · same image gating as the playbook
02
The slide uses a map-based organizational structure to visualize team presence globally.other
Open slide detailBeat · Setup
04
The slide uses a combination of a stacked bar/line chart for GDP components and a dual-line chart for PMI indices.analyze_data
Open slide detailBeat · Setup
05
The charts show a significant volatility spike around 2020, likely reflecting COVID-19 impacts.analyze_data
Open slide detailBeat · Regional Insights
06
Part of J.P. Morgan Guide to the Markets - Asia series.analyze_data
Open slide detailBeat · Regional Insights
07
The slide uses two line charts to visualize inflation metrics. The left chart shows Headline vs Core CPI from 2013-2025. The right chart shows China PPI vs U.S.analyze_data
Open slide detailBeat · Regional Insights
08
The slide uses two line charts to illustrate the downturn in the Chinese property sector, with a table inset for inventory levels.analyze_data
Open slide detailBeat · Regional Insights
09
The slide uses dual line charts to correlate macroeconomic indicators with industry-specific profitability trends.analyze_data
Open slide detailBeat · Regional Insights
10
Includes a line chart for fiscal revenue/expenditure and a cumulative line chart for bond issuance quotas.analyze_data
Open slide detailBeat · Regional Insights
11
The slide uses a dual-chart layout to correlate interest rate policy with credit flow dynamics.analyze_data
Open slide detailBeat · Regional Insights
12
The chart highlights specific trade tension events between 2018-2019 and the recent 'Liberation Day' trade tensions.analyze_data
Open slide detailBeat · Regional Insights
13
Part of the J.P. Morgan Guide to the Markets - Asia series.analyze_data
Open slide detailBeat · Regional Insights
14
The slide uses a line chart for historical trends and a heatmap for recent regional performance.analyze_data
Open slide detailBeat · Data Table
15
The heatmap uses z-scores of year-over-year inflation relative to each market's own 10-year history, where red indicates inflation above trend and blue indicateanalyze_data
Open slide detailBeat · Data Table
16
The slide uses a combination of range charts for inflation targets and bar charts for interest rate forecasts.analyze_data
Open slide detailBeat · Data Table
17
The chart uses a step-line format to represent discrete policy rate changes and dashed lines for market-implied forward rate forecasts.analyze_data
Open slide detailBeat · Data Table
18
The slide uses a line chart for debt-to-GDP trends and a stacked bar chart for fiscal deficit components (primary balance vs interest/other factors).analyze_data
Open slide detailBeat · Data Table
19
Part of J.P. Morgan Asset Management 'Guide to the Markets - Asia' series.analyze_data
Open slide detailBeat · Data Table
20
Includes specific annotations for tariff peaks and legislative triggers (IEEPA, Section 122).analyze_data
Open slide detailBeat · Data Table
21
The chart includes a forecast for the final data point (March 2026).analyze_data
Open slide detailBeat · Data Table
22
The slide uses shaded vertical bars to denote recession periods and dashed horizontal lines to indicate historical averages for each metric.analyze_data
Open slide detailBeat · Data Table
23
The inflation expectations axis is inverted. Data sources include University of Michigan, Chief Executive Group, and NFIB.analyze_data
Open slide detailBeat · Data Table
24
Includes recession shading and specific data points for 2026.analyze_data
Open slide detailBeat · Data Table
25
The slide uses a dual-axis line chart for JOLTS data and a stacked bar chart for labor force growth.analyze_data
Open slide detailBeat · Data Table
26
The slide uses stacked bar charts to decompose inflation into its constituent parts over time.analyze_data
Open slide detailBeat · Data Table
27
Includes a table of FOMC March 2026 forecasts for GDP, unemployment, and inflation.analyze_data
Open slide detailBeat · Data Table
29
The table uses color-coding to represent performance rankings for each year.analyze_data
Open slide detailBeat · Data Table
30
The chart uses a stacked bar format to show the components of total return, with a diamond marker indicating the total return value.analyze_data
Open slide detailBeat · Data Table
31
Part of the J.P. Morgan Guide to the Markets - Asia series.analyze_data
Open slide detailBeat · Data Table
32
Data reflects 15-year historical ranges and averages for valuation metrics.compare_peers
Open slide detailBeat · Data Table
33
The slide uses two line charts to illustrate the cyclical nature of Value vs. Growth performance and valuation.analyze_data
Open slide detailBeat · Data Table
34
Includes a scatter plot for risk-return and a dual-axis line chart for valuation and yield differentials.analyze_data
Open slide detailBeat · Data Table
35
The slide uses scatter plots to compare regional equity performance metrics.compare_peers
Open slide detailBeat · Data Table
36
The slide uses stacked bar charts to show dividend distribution and grouped bar charts for buyback trends.analyze_data
Open slide detailBeat · Data Table
37
The chart uses a broken axis for Korea (162.6%) and Information Technology (103.3%) to accommodate high growth outliers.analyze_data
Open slide detailBeat · Data Table
38
The scatter plot shows a negative correlation between P/B ratio and subsequent 12-month returns. The line chart shows a strong inverse relationship between the analyze_data
Open slide detailBeat · Data Table
39
The table provides a comparative view of sector performance and valuation metrics against 10-year averages.analyze_data
Open slide detailBeat · Data Table
40
The slide uses a line chart for time-series correlation and a stacked bar chart for geographic revenue segmentation.analyze_data
Open slide detailBeat · Data Table
41
The slide uses two different categorical breakdowns for the stacked bars: geographic regions on the left and industry sectors on the right.analyze_data
Open slide detailBeat · Data Table
42
The slide uses a line chart for performance and a 100% stacked bar chart for market share segmentation.analyze_data
Open slide detailBeat · Data Table
43
The slide uses a dual-chart layout to contrast growth expectations with valuation multiples across various sectors.analyze_data
Open slide detailBeat · Data Table
44
The slide uses a dual-chart layout to compare growth expectations against valuation multiples across various sectors in India.analyze_data
Open slide detailBeat · Data Table
45
Includes sector weightings and percentage of companies with P/B < 1.0x.analyze_data
Open slide detailBeat · Data Table
46
The slide uses a dual-axis line chart for market correlation and a stacked bar chart for buyback data.analyze_data
Open slide detailBeat · Data Table
47
The slide uses dual-axis line charts to compare macroeconomic indicators with market performance metrics.analyze_data
Open slide detailBeat · Data Table
48
The slide uses a dual-chart layout to compare growth projections (bar chart with markers) and valuation ranges (floating bar chart with averages).analyze_data
Open slide detailBeat · Data Table
49
Includes historical data and consensus analyst estimates for 2026-2028.analyze_data
Open slide detailBeat · Data Table
50
The slide uses a line chart to show historical margin trends and a waterfall chart to decompose growth by sector.analyze_data
Open slide detailBeat · Data Table
51
The slide uses a combination of a bar-line chart for capex and a scatter plot for model performance vs. cost.analyze_data
Open slide detailBeat · Data Table
52
The slide uses two distinct chart types: a grouped horizontal bar chart for industry adoption and a grouped vertical bar chart for agent deployment status.analyze_data
Open slide detailBeat · Data Table
53
Includes a line chart for P/E ratios, a grouped bar chart for earnings growth, and a grouped bar chart for annual price returns.analyze_data
Open slide detailBeat · Data Table
54
The slide uses a combination of a bar chart with markers for valuation and a stacked bar chart with diamond markers for EPS growth.analyze_data
Open slide detailBeat · Data Table
55
The slide uses a line chart for performance indexing and a box-plot style chart for valuation ranges.compare_peers
Open slide detailBeat · Data Table
56
The table uses color-coded cells to represent different asset classes, with a vertical label 'Fixed income' on the left.analyze_data
Open slide detailBeat · Data Table
57
The chart uses color coding to distinguish between developed market government bonds, investment grade bonds, high yield bonds, and Asia & emerging market bondsanalyze_data
Open slide detailBeat · Data Table
58
The chart illustrates the price sensitivity of different fixed income instruments to interest rate changes, highlighting the inverse relationship between duratianalyze_data
Open slide detailBeat · Data Table
59
The chart uses a stacked bar approach to show components of return, with a diamond marker for total return.analyze_data
Open slide detailBeat · Data Table
60
The chart uses a box-and-whisker style representation to show valuation ranges over a 10-year period.analyze_data
Open slide detailBeat · Data Table
61
The slide uses a dual-chart layout to contrast historical bond yields (since 1970) with more recent market-based inflation expectations (since 2007).analyze_data
Open slide detailBeat · Data Table
62
The slide uses a J.P. Morgan 'Guide to the Markets' template. The left chart is a time-series line chart, and the right chart is a multi-line yield curve chart.analyze_data
Open slide detailBeat · Data Table
63
Includes recession shading and return breakdown by price and coupon.analyze_data
Open slide detailBeat · Data Table
64
Includes recession shading and a summary table of 10-year average vs latest values.analyze_data
Open slide detailBeat · Data Table
65
The slide uses scatter plots to show yield-return correlations and a line chart for upgrade ratios.analyze_data
Open slide detailBeat · Data Table
66
The slide compares JACI spreads (2008-2026) with rolling 12-month net rating upgrades and net supply (2022-2026).analyze_data
Open slide detailBeat · Data Table
67
This is a classic 'Periodic Table of Returns' visualization, often used in financial services to demonstrate asset class volatility and lack of correlation.analyze_data
Open slide detailBeat · Data Table
68
The slide highlights 15 specific historical events where the VIX exceeded 35, tracking subsequent market performance and time to mean reversion.analyze_data
Open slide detailBeat · Data Table
69
The chart displays standard deviations from the long-term average (since 2014).analyze_data
70
The slide uses a bar chart for current hedging costs vs 15-year averages and a multi-line chart for historical yield pickup trends.analyze_data
71
The slide uses a dual-chart layout: a time-series line chart for historical performance and a 100% stacked bar chart for current market share.analyze_data
72
The chart uses a range bar to show historical min/max and a diamond marker for the current price, plotted against a Z-score axis.analyze_data
73
The slide contains two charts: a line chart for gold prices and a stacked bar chart for gold demand by sector.analyze_data
74
The slide uses a combination of line charts to illustrate market volatility and supply-demand balance.analyze_data
75
The slide uses a stacked bar chart for production (exported vs rest) and a waterfall-style bar chart for trade balance.analyze_data
76
The chart illustrates the risk/return/correlation profile of alternative investments compared to a traditional 60/40 portfolio.analyze_data
77
The slide uses two line charts to compare default rates and yields over time, highlighting the performance of private credit against public market equivalents.analyze_data
78
The chart uses color coding to distinguish between Equity (orange), Fixed income (grey), and Alternatives (blue).analyze_data
79
The chart illustrates that despite significant intra-year volatility, annual returns are frequently positive.analyze_data
80
The chart uses a dual-representation (bar for annual return, dot for intra-year decline) to demonstrate market resilience.analyze_data
81
The chart illustrates that despite frequent intra-year declines, annual returns are often positive.analyze_data
82
Includes a chart showing market drawdowns over time with numbered markers corresponding to a detailed data table below.analyze_data
83
The slide uses a heatmap-style color coding (red to green) to indicate performance intensity.analyze_data
84
The slide uses a 2x2 matrix structure to categorize economic cycles based on PMI data.analyze_data
86
The chart uses a risk-return framework to map asset classes and portfolios. Includes a table inset for portfolio composition.compare_options
87
The chart uses a stacked bar approach to show the composition of returns, with a diamond marker indicating the total portfolio return.analyze_data
88
The chart illustrates the resilience of a 60/40 portfolio over longer time horizons following market shocks.analyze_data
89
The chart compares S&P 500/U.S. bonds with MSCI AC World/Global bonds, highlighting periods of positive and negative correlation.analyze_data
90
This is a standard disclosure/appendix slide providing technical definitions for the indices referenced throughout the deck.appendix