Standard Chartered Money Insights

Daniel discusses how the revival in the recent set of China data is likely to impact markets, and how investors should be positioned. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses how Hong Kong properties maybe making a comeback --- slowly and steadily.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses the quietly rising USD --- the main drivers, the key levels to watch out for, and what that means for investors’ portfolios.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discussed the key drivers for the European Financial sector in the next 6-12 months horizon, and why investors may consider adding on corrections.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Through the Noise, Zhong speaks with Manpreet about why we believe the window of opportunity has reopened for income investors, why we still see value in Asia ex-Japan equities after the rally and why the USD bounce may prove to be short-lived.  Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) S...

Daniel talks about incoming BoJ Governor Ueda’s upcoming hearing at the Japanese parliament, and how investors should be positioned for USDJPY. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses information from the equity derivatives markets, and the opportunities for investors if markets get more volatile. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses this recent phenomenon of ChatGPT, and what are the potential investment opportunities there.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses how the recent stronger-than-expected US data had led to short-term momentum in the USD, and how that may lead to opportunities in Asia ex-Japan equities.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Through the Noise, Manpreet speaks to Audrey about what the recent run of strong US data mean for Fed policy and the US Dollar, why we’d consider adding to gold and our thoughts on Japan’s Yield Curve Control debate.  Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered...

Daniel discusses the short-term and long-term prospects on the semiconductor sector Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discussed the mixed reaction from risky assets overnight on the back of US CPI release, and how investors should 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 .

Daniel takes a look at the latest technicals for the Hang Seng Index, and a possibly attractive entry point for 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 .

Daniel takes a look at potential scenario from the US CPI release on Valentine’s Day, and how investors may position their portfolio ahead of it. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In this week’s edition of Through the Noise podcast, Zhong Liang speaks to Fook Hien about the recent blowout US jobs data, various central bank officials’ comments and the outlook of the global semiconductor industry amid escalating US-China tensions.  Speakers: Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank Zhong Liang Han, Investment Strategist, Standard Chartered Bank For...

Daniel takes a look at crude oil and energy equities, and what investors can consider doing with them.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses how European equities have been springing surprises like Maverick, and what investors should be doing with this asset class. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses the outlook for the Fx markets under the confluence of factors, such as the dovish FOMC, a seemingly hawkish US non-farm payrolls, as well as the latest round of geopolitical tensions. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses how the non-farm payroll last Friday may complicate the macro picture, but the markets is likely to take a “glass half-full” attitude 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 .

In this week’s edition of Through The Noise podcast, Michelle talks to Raymond on the market implications following rate hikes by major central banks, alongside the outlook of the Asia equities market, the USD, and US Government Bond Yields.   Speakers: Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank Michelle Kam,  Investment Strategist, Standard Chartered Bank For mor...

Daniel discusses if central bank rate hikes are coming to an end soon, after the most recent Fed decision, and what technical levels investors should be looking for in their switching and allocation decisions.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel continues to address more FAQs on the Hang Seng Index, including what the critical levels to watch out for are and how significant the risk is of a double-dip in the index back to its 2022 lows…  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses the Hang Seng Index potentially entering a consolidation phase in the short-term, but the medium-term story remain intact.   Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel discusses what investors should do for this week – with FOMC and ECB rates decisions, plus heavy-weight US and China data releases ahead. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In this week’s edition of Through The Noise podcast, Michelle talks to Fook Hien on what to expect from the Fed and ECB’s first policy meetings of the year next week, as well as the outlook for US equity earnings, US Dollar, Gold and Oil.   Speakers: Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank Michelle Kam,  Investment Strategist, Standard Chartered Bank For more of our la...