In this episode, Sian Goh, partner and head of Research and Strategy at Dymon Asia, sits down with Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, to explore evolving market dynamics in Asia, from supply chains and AI to the retail investor and Asian consumer influences. They then discuss how Dymon Asia, an Asia-based multi-strategy fund, bridges bottom-up local market knowledge and micro analysis with macro developments to analyse the global investment universe.

Shownotes:

https://www.dymonasia.com/

This episode was recoded on February 12, 2026. 

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