Standard Chartered Money Insights

Daniel discusses the drivers for the recent narrowing of spreads from Developed Markets High Yield Corporate bonds, and why investors may consider trimming into strength. 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 near-reversal in the down trend in USDJPY, and why now is a second opportunity to go long JPY. 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 US credit downgrade, the non-farm payroll and 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.

Manpreet speaks to Audrey about what to make of the US ratings downgrade and the Bank of Japan policy shift, and where we believe it has created opportunities for investors.  Speaker: 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 and Thematic Strategy, S...

Daniel talks about Fitch’s downgrade of the United States’ long-term rating, why this time was different from August 2011, and our thoughts on 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.

Daniel continues to discuss why this could be the time for Hong Kong China equities to rally – this time looking at the relative economic surprise between China and the US, and the potential partial rotation away from 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 Chart...

Daniel discusses why this could be the time for Hong Kong-China equities to 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 Bank of Japan’s adjustment to its yield-curve control policy, and why it lends tailwind to long JPY positions. 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 speaks to Manpreet about how big near-term gains in equities could extend, why we continue to like high quality bonds long term and what to make of the US Dollar’s recent turn lower. 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, Standar...

Daniel discusses the key implications from the FOMC meeting, and why it may open an avenue for Chinese equities to catch-up  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 Politburo meeting in China, the positive reaction from the markets on Hong Kong China equities so far, and how investors can 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.

Daniel discusses how the BOJ may “keep the economy running hot” for now, and why this represents a good opportunity for investors to long JPY against 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 our thoughts on the upcoming FOMC, BOJ and the China Politburo meetings, and implications for 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.

In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Michelle about the equity market leaders, US Q2 earnings season and our latest outlook for the Japanese government bonds, USD/JPY and the crude oil.  Speaker: Han, Zhong Liang, Investment Strategist, Standard Chartered Bank Kam, Michelle, Investment Strategist, Standard Chartered Bank Standard Chartered Wealth Insights is n...

Daniel discusses the significance of the Japanese consumer inflation report this Friday, the prospect of Bank of Japan tightening, what is the hard data saying, 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 Insig...

Daniel discusses the recent China GDP miss, what that means regarding potential stimulus, and how investors should consider 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.

Daniel discusses how the slowdown in US inflation may lead to strengthening in low-yielding currencies, such as the JPY, and how various currencies may fare 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 the strong performance in Chinese equities over the past week, the key drivers lying ahead in the short-term, our thoughts on sectors, and 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.

Manpreet speaks to Rajat about why we believe a balanced approach is more prudent in today’s markets, why GBP looks overbought and what to make of Chinese policy support measures.  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 Strategist, Stand...

Daniel discusses the dovish CPI print overnight, the moves in asset prices, and how investors may consider 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 how Chinese equities are being pulled in different directions by a range of factors, and the positive drivers that are likely to gain in prominence 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.

Daniel discusses the resilience in the India economy, and key level to watch out for in Indian 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 implications from the latest US employment report and of the US 10-year government bond yield moving above 4%  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 to Abhilash about allocating to Asia, key signposts to watch for Chinese equities and our near-term outlook for the US 10-year govt. bond yield, USD and JPY. Speaker: Han, Zhong Liang, Investment Strategist, Standard Chartered Bank Narayan, Abhilash, Senior Investment Strategist, Standard Chartered Bank Standard Chartered Weal...

Steve and Abhilash discuss the outlook for the US Dollar, Euro, British Pound and other currencies in H2 2023. They also discuss the reason why SCB expects nearly 10% appreciation in Japanese Yen over the next 12 months. You may view the full H2 Outlook report here , or on Market views on-the-go . Speaker: Steve Brice, Chief Investment Officer, Standard Chartered Bank Abhilash Narayan, Senior Inve...