Standard Chartered Money Insights

Daniel discusses the outlook for the JPY, and what it means for our upgrade of Japanese equities to Overweight. 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 US equities, but also points out the growing positivity in the other regions. 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 Liang speaks to Rajat about the US debt ceiling breakthrough, the AI-frenzy in technology sector stocks and China’s underperforming stock markets. Speaker: Han, Zhong Liang, Investment Strategist, Standard Chartered Bank Bhattacharya, Rajat, Senior Investment Strategist, Standard Chartered Bank Standard Chartered Wealth Insights is now on Youtube, follow us here . For more of our latest mark...

Daniel discusses about reasons why investors have been sticking to US equities, especially those in Nasdaq-100, and key potential catalysts that may lead them to switch out of 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 talks about our preference for longer-dated maturity bonds, and how we see potential directions and relative movements between short and long-dated yields.  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 about “US exceptionalism” in the form of strong USD and US equities and where do we see them 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 critical levels for the Hang Seng Index, and why investor positioning may indicate further downside pressure 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. 

Zhong speaks to Manpreet about what a likely Fed pause means for financial markets, our most recent changes in equity market region and sector views and why we expect US bond yields to fall. Speaker: Han, Zhong Liang, Investment Strategist, Standard Chartered Bank Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Stan...

Daniel discusses the forces behind US 10-year treasury yield, the potential outcome of the FOMC meeting in Jun-23, and the potential opportunities 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 discusses markets’ increasing focus on the US debt ceiling debate, the behaviour of gold prices during previous debt ceiling debates, and key technical levels for the yellow metal.  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 funds may flow back into Chinese and Asia ex-Japan equities from US equities, given the ongoing debt ceiling debate, and how investors should be 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 confluence of catalysts that helped the Japan TOPIX index to reach all-time high since 1990, and how investors should be positioning 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 with Daniel Lam to discuss whether China’s economic rebound can sustain, what it means for equity markets, why we still prefer IG within Asia USD bonds and what to make of the recent rise in USD/CNY. Speaker: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Daniel Lam, Head of...

Daniel discusses the differences between the two high-quality fixed income assets classes that we are overweight on, i.e. Asian USD bonds 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 weak set of Chinese data, our expectations of measured policy stimulus and the improving technicals in the Chinese internet sector. 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 VIX is trading at post-pandemic lows, and why investors should not get overly-complacent in risky 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 Wealth Insights on Youtube. 

Daniel discusses the likelihood of targeted stimulus from China to stimulate the economy, and why the current underperformance in Chinese assets represent 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.   

Manpreet speaks with Audrey to discuss why we see opportunities in very divergent macro data in the US and China, our views on the US technology sector and what central bank actions last week mean for the JPY, GBP and CAD. 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, H...

Daniel discusses the falling trend in US inflation figures, how that feeds into asset classes 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 the probabilities of a US technical default from the “debt ceiling” debate, and how investors may redirect their portfolio ahead of time. 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 EUR and Euro-area equities, 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. 

Daniel discusses how the strong US non-farm payroll number may help assets such as Gold and Hong Kong China 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 Rajat to understand where the risks are after a very macro and policy-heavy week, what we can learn from past US debt ceiling debates and how investors can position themselves in this environment. Speaker: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Bhattacharya, Raja...

In this episode of InvesTips, Steve Brice and Trang Nguyen discuss the importance of regular portfolio rebalancing over the long term, and share tips to help investors achieve this.  Speaker: Steve Brice, Chief Investment Officer, Standard Chartered Bank Trang Nguyen, Senior Portfolio Manager, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe...

Daniel discusses the potential pause in rate hikes after the FOMC decision, and why it bodes well for Fixed Income and 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.