Standard Chartered Money Insights

Daniel discusses the latest US CPI figure, and why, in conjunction with the most recent non-farm payroll numbers, still points towards a good environment for 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.

Daniel discusses the policy implications on a potential second Trump term of presidency. 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 connection between the latest non-farm payroll, equities’ reaction, as well as sharp move higher in gold. 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 Fook Hien about the implications of ‘Super Tuesday’, China’s NPC and why Chinese equity earnings matter. 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) Strategy, Standard Chartered Bank Fook Hie...

Daniel discusses key drivers of the USD in 2024, and how they may evolve. 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 back-up in bond yields YTD, and why this is a buying opportunity. 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 our thoughts on the demand and supply dynamics in oil over the short and the longer-term, and how it influences inflation and Central bank policies. 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 favourable demand and supply dynamics in the global semiconductor space, and why it benefits Korean companies and 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.

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the durability of the global equity rally and the attractive bond yields. To view our latest Global Market Outlook, 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 (...

Daniel discusses the expectations for the upcoming China National People’s Congress, the implication on the Chinese economy and risky assets, and how investors should be positioning their portfolio.  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 YouTu...

Daniel discusses the growth prospects in the European economy, the ECB policy, as well as positioning in European equities, and which sectors are looking interesting.  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 takes a look at the implications of the nearly-concluded US earnings season, and why differentiation is the key word here.  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 why we are of the view that current levels offer a good opportunity to consider accumulating gold.  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, Manpreet speaks with Fook Hien about what to make of equity markets’ record highs and where he sees investment opportunities today. 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 Co...

Daniel discusses the recent strong performance in Chinese equities, and how should investors be positioning their portfolio.  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 mixed messages from the most recent US data, what this means for the “disinflationary thesis”, and how investors should be positioning their portfolio.  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 prospects of Japan equities, after a strong start YTD. 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 geopolitics drives commodities price this year, and what investors may consider to hedge against price volatility. 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 Audrey to discuss the implications of the unexpectedly strong US inflation data on our preferred asset classes. To view our latest Weekly Market View, please click here , or visit our Market views on-the-go page. Speakers: Audrey Goh, Head of Asset Allocation, Standard Chartered Bank Zhong Liang Han, Investment Strategist...

Daniel discusses the “Value-up” program from the Korean government, how it may lead to the narrowing of the “Korean discount”, and sectors that investors should 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 the latest US CPI figure in conjunction with the recent non-farm payroll numbers and why it is raising the probability of a “no-landing” narrative in the US economy.    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 desire of EM governments to carry out fiscal consolidation, what are the drivers to watch out for, and the implications on EM 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.

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the Asian equity and bond markets. 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) Strategy, Standard Chartered Bank Zh...

Daniel discusses the key factors and the trends driving the Asian USD Corporate Bond asset class in 2024. 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 upcoming key macro data in China, and how investors may position their portfolio. 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.