Specialist Sales APAC Specialist Sales 18 August 2026 J P M O R G A N JPM | APAC THEMATICS - Rising Yields: Fiscal excesses & monetary complacency / Bonds & Equities: 4x key points / India Cross Asset: 4pm outlook call today / China Internet: Baidu misses, Alibaba tomorrow Matthew See +852 2800 8889 matthew.see@jpmorgan.com APAC Thematics focuses on key macro views, market debates, and favoured investment themes. The rise in bond yields - Fiscal excess & monetary complacency. The rise in global bond yields ...