Standard Chartered Money Insights

Daniel discusses the recent, and very early, potential greenshoots in Chinese macro data, and how investors should consider positioning their investments.  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 oil prices and what the signals from fundamentals and technicals are telling us 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 tussle between micro and macro factors, which had lead to low equity volatility levels 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.

In this week’s edition of Through The Noise, Zhong speaks to Abhilash about recent economic data and our latest outlook on Development Market bonds, Chinese financial markets and crude oil prices. Speaker: Zhong Liang Han, Investment Strategist, Standard Chartered Bank Abhilash Narayan,  Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market view...

Daniel discusses the current set of demand-side measures in boosting the Chinese property sector, and how investors should be positioning their Asian bond investments. 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 Gold had been holding its own vs. the USD recently, and why we see the metal as an attractive diversifier.   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 extreme positioning in Chinese equities is likely to create room for a rebound, and what is needed to create a more sustained rally  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, and what it means for yields 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.

Manpreet speaks to Raymond about our read of Fed Chair Powell’s policy message, why we still find high quality bond yields attractive and how we would approach Asian equity market exposure  Speaker: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Cheng, Raymond,  Chief Investment Officer, Nor...

Daniel discusses factors that may cause US bond yields to pull back, and why we believe it is a good time to add longer-dated US and DM IG government 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.

Daniel discusses the fundamental and technical outlook for the EUR vs. the 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 improving outlook for the Japan economy and its companies, and how investors can position their investments.  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 Powell’s Jackson Hole speech, and how investors may be positioning their portfolios.  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 why we find Japanese equities attractive, whether Chinese equities are approaching a bottom and our view on commodity currencies. Speaker: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Goh, Audrey Sze Chieh,  Head of Asset Allocation and Thematic Strategy, St...

Daniel discusses the case for fiscal stimulus in China – a key catalyst for any sustained recovery in 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.

Daniel discusses the pros and cons of Indian equities, and what we see as potentially interesting technical levels on India’s Nifty benchmark index 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 to expect from the US Jackson Hole conference, and why long duration bond exposure deserves attention 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 reasons behind the volatility that risky assets are currently experiencing, and why the US healthcare sector appears interesting in 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.  

Manpreet speaks to Rajat about how investors should react to recent market volatility, what opportunities this volatility creates and why we see a long term structural opportunity in Indian markets Speaker: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Rajat Bhattacharya,  Senior Investment...

Daniel talks about the sharp change of sentiment in the Hang Seng Index over the last six weeks, what are the key macro drivers going forward, and 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 looks at the US Financial equity sector, which is relatively unloved and may benefit in a “soft-landing” scenario 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 crude oil prices, which has been defying the shaky sentiment in global risky assets, and how investors may 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 reviews the US and China CPI figures from last week and their 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.

Manpreet speaks to Fook Hien about what to make of the recent inflation numbers in the US and China, why we would use the opportunity to take advantage of elevated bond yield and the potential for rotation from US to China equities. Speaker: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Foo...

Daniel discusses how central bank purchases of Gold are likely to remain a long-term trend. Given this, investors may consider accumulating Gold for portfolio diversification.  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.