Standard Chartered Money Insights

Daniel assesses the latest Indian Budget announcement as well as the upcoming Monetary Policy Committee meeting, and their 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.

Daniel synthesises the takeaways from the most recent non-farm payroll numbers and FOMC meeting, and discusses the importance of the exposure to high-quality, resilient growth. 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 Rajat to discuss our latest portfolio tweaks, this week’s key events, US growth stocks and European equities. Speakers: Rajat Bhattacharya, Senior Investment Strategist , Standard Chartered Bank Zhong Liang Han, Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-th...

Daniel discusses the implications of the first Fed policy meeting of the year, and how investors may consider reallocating 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 short-term momentum in oil prices, the demand-supply dynamics, and why China’s energy equity sector is interesting right now. 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 cross-asset implications on the latest round of stimulus in China. 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 why it makes sense to consider partly locking-in some profit in US equities and look to add back at lower levels, or to rotate partially into some defensive sectors. 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 US stock market rally, China equities, Red Sea tensions and our updated 3-month currency views. 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...

Daniel discusses the significance of the high real interest rate in China, how it limits the effectiveness of monetary policies, and the likelihood of a “large-scale” fiscal stimulus. 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 “cautiously optimistic” BOJ decision, short-term and medium-term thoughts on the JPY, and implications for Japan equity 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 discusses the strength in the US housing market, what it means for global equities, and levels to add on S&P 500. 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 key factors driving gold prices, its current technicals, and interesting entry levels.  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 upcoming central bank policy decisions, US bank earnings, China equities and UK government bonds. To view our latest Weekly Market View, please click here , or visit our Market views on-the-go page. Speakers: Zhong Liang Han, Investment Strategist, Standard Chartered Bank Fook Hien Yap, Senior Investm...

Daniel talks about Indian equities and bonds - which have been enjoying favourable tailwinds from a “near goldilocks” macro environment and structural positivities. 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 relatively weaker economic profile in Europe compared to the US, and why investors should prefer to buy US and Japan equities on dips, despite the deep discount in European equities versus history.  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 Weal...

Daniel discusses what we can learn from the latest Chinese macro data and how we would view equities within this context. 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 dissects the latest US CPI inflation figure, why we believe it does not derail the broader disinflation trend, and key levels to watch across asset classes. 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 Raymond about what to make of recent macro data, why the Japanese equities rally likely has legs and what to watch for in Asia in the coming week. 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) St...

Daniel discusses how various technical indicators are showing a firm USD in the near-term, and how that may present opportunities for investors to accumulate long duration trades in Q1’24. 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 looks at the upcoming US earnings season, and its 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 digs deeper into the semiconductor sector, as well as discussing Korean equities – our overweight market within Asia ex-Japan. 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 non-farm payroll numbers as well as arising 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.

Manpreet speaks to Fook Hien about why markets could consolidate in the short term and where we would look to take advantage of opportunities presented by asset class pullbacks. 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 Hien Yap, Senior Investment Strategist , Standard Ch...

Daniel discusses what we see as key risks in 2024, and how investors can consider hedging against them. 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 this year could offer a smooth ride for fixed income, and where investors should focus 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.