Standard Chartered Money Insights

Daniel talks about the latest Indian budget, how it balances investment-led growth with stimulus for the rural and agriculture segments, likely building more solid Indian growth and positive for equities. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on...

Daniel talks about Trump’s desire for a weaker USD, how that stacks up against his proposed tariffs and fiscal policies, and the implications for the FX markets. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses how Biden’s withdrawal from the US Presidential race may lead to short-term volatility in the “Trump trades”, and why this should result in investment opportunities for investors. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube...

Daniel talks about the initial thoughts of its outcome and the investment implications for investors. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien to discuss the ‘Trump trade’, Euro area government bonds and gold. To view our latest Weekly Market View, please click here . Speakers: - Zhong Liang Han, Investment Strategist, Standard Chartered Bank - Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights,...

Daniel talks about the sharp rise in US small caps, the catalysts behind, and the expectations going forward.  Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses how the assassination attempt on Trump led to the rotation into Trump trades, and where are the potential opportunities for investors.   Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the latest Japan macro data, what it means for asset price and the investment opportunities. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the “buy the rumour, sell the fact” reactions in asset prices in the US after the latest US CPI data release, and how investors may position themselves in the near-term. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien to discuss the latest US inflation and payrolls data and opportunities in Euro area equities and China financial assets. To view our latest Weekly Market View, please click here . Speakers: - Zhong Liang Han, Investment Strategist, Standard Chartered Bank - Fook Hien Yap, Senior Investment Strategist, Standard C...

Daniel discusses the asset-price “playbook” in previous US elections, particularly focusing upon the 2016 election experience, and what it means for asset prices in H2’24. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses how more investors are looking at idiosyncratic factors, lending more importance to the upcoming US earnings season and its implications on equities. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses our views on Gold, and how the increasing demand from the official sector is a strong supporting factor in the long-term. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the latest US non-farm payroll, how it points towards a soft-landing in the economy, and what it means for investors in equities and bonds. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Manpreet speaks to Rajat about the potential market impact of US, UK and French elections, what to watch for in the upcoming US earnings season and what’s driving Japanese equities. To view our latest Weekly Market View, please click here . Speakers: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Charter...

Daniel discusses how potential BoJ intervention is unlikely to deter the rising trend in USD/JPY, until concrete steps from the Fed and the BoJ reverse the trend. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the positive price actions in India since the sharp fall post the elections, and why India is likely to emerge stronger in the long-term. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the first round of the French elections, the possibility of a "hung parliament", and the investment implications. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the important “Third Plenum” in the middle of July 2024, and what it means for Chinese equities. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Manpreet speaks to Audrey about how investors should plan around upcoming political events, why we remain Overweight the US tech sector and where USD/JPY is likely to go from here. Speakers: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank - Audrey Goh, Head of Asset Allocation,  Standard Ch...

Zhong Liang speaks to Manpreet about our outlook for bonds and currencies in H2 2024.  Download our H2 2024 Outlook (in-brief) here . Speaker:  - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank - Zhong Liang Han, Investment Strategist, Standard Chartered Bank For more of our latest market ins...

Daniel discusses the structural shift in Emerging Market debt, and why there are pockets of value in areas such as EM US Dollar-denominated government debt. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Zhong Liang speaks to Audrey about the merits of balanced portfolios and how they stack up against income portfolios. Download our H2 2024 Outlook (in-brief) here . Speaker: - Audrey Goh, Head of Asset Allocation,  Standard Chartered Bank - Zhong Liang Han, Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard C...

Daniel discusses how US economic data continues to outperform vs. other regions, and how it lends tailwind to the “tried-and-tested” investment themes in US equities. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Zhong Liang speaks to Daniel and Fook Hien about our outlook for equities in H2 2024, including our regional and sector preferences. Download our H2 2024 Outlook (in-brief) here . Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank - Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank - Zhong Liang Han, Investment Strategist, Standard Chartered Bank For more of...