Standard Chartered Money Insights

Daniel discusses our latest views on USD/JPY and Japanese equities, how they interact with one another, and the investment opportunities current markets offer.  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 news of government support in China, and why it is likely to help near-term sentiment as well as tactical 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 pullback in oil and energy stocks, and why it is worth looking to slowly accumulate, as inflation and US-election hedge. 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 with Raymond about the implications of the recent set of US economic and inflation data, what to make of the Q1 earnings season and whether we expect the Chinese equity market rally to continue. To view our latest Weekly Market View, please click here , or visit our Market views on-the-go page. Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fix...

Daniel discusses the latest set of US consumer inflation data, how it extends the shift in the market narrative towards a “slowing US economy at a measured pace”, and why we expect more investor rotation back into US assets. 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...

Daniel discusses the factors affecting the performance of electric vehicles and related stocks, and why they maybe interesting at this stage. 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 interplay of equities and currency performances in Japan and why there is still strong tailwind for Japan 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 the recent strong performance in Chinese equities, and how investors may be positioning themselves. 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 Manpreet to discuss the recent equity rebound, China USD bonds and industrial metals. To view our latest Weekly Market View, please click here , or visit our Market views on-the-go page.  Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Stra...

Daniel discusses the strong performance of Asian high-yield bonds YTD, and what to expect going forward this year. 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 low interest rate environment is unlikely to return in a long, long time, and why investors should be concentrating upon inflation-hedges in the near-future. 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 what the latest US non-farm payroll means for the EUR vs. USD. 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 importance of the non-farm payroll last Friday, and how it can help to alleviate hawkish Fed narrative. 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 with Rajat about what to make of the recent Fed meeting, his read of a potential rotation towards Asia ex-Japan equities and what to make of the recent volatility in the JPY. To view our latest Weekly Market View, please click here , or visit our Market views on-the-go page.  Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency...

Daniel discusses the Fed’s latest policy meeting, its tough fight against inflation and how it may lead to volatility in 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 the evolving Fed rate cut narrative, what are the indicators, and how investors should be positioning themselves. 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 BoJ has been “erring on the side of caution” in the latest BoJ meeting, by keeping policies unchanged, and how investors should be positioning themselves. 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 Manpreet to discuss how to position following the recent pullback. To view our latest Global Market View Report, 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 Chartered Bank Zhong Liang Han, Invest...

Daniel discusses how drivers of US sector performances have become much more idiosyncratic, and what are the sectors to be watching out for. 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 mild green-shoots continue to emerge in China, and the stabilisation in Chinese equities versus low expectations and positioning. 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 over-crowdedness is leading to a pullback in US equities, and what are the key levels to watch out for. 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 short-term trend in the USDJPY, and how what levels investors may aim to buy Japanese 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 with Raymond about the outlook for financial assets in the context of today’s heightened geopolitical tensions and where he sees opportunities today in Indian and Chinese equities. To view our latest Weekly Market View, please click here , or visit our Market views on-the-go page.  Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Cu...

Daniel concludes the discussion on the change in narrative in financial markets over the last few weeks, looking into EM equities, and potential rotation amongst markets there. 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 continues the discussion on the change in narrative in financial markets over the last few weeks, concentrating upon the impact on Fixed Income and Forex. 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.