Jul 20, 2026 · 8 min · 8 segments
In this 160th episode of the *On Investors' Minds* podcast, Tai Hui summarizes the most recent pullback around technology stocks, what looks to be causing the correction, and what investors should be…
Tai HuiHost
With technology stocks pulling back and semiconductor giants facing profit-taking, investors are asking, what should I do with my portfolio? Today, we are cutting through the noise to explain what could be driving this correction and how investors should be positioned going forward.

I'm Tai Hui, the Chief Market Strategist for Asia Pacific at JPMorgan Asset Management.
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With technology stocks pulling back and semiconductor giants facing profit-taking, investors are asking, what should I do with my portfolio? Today, we are cutting through the noise to explain what could be driving this correction and how investors should be positioned going forward.

I'm Tai Hui, the Chief Market Strategist for Asia Pacific at JPMorgan Asset Management.