Standard Chartered Money Insights

Daniel discusses the potential turnaround in the China internet stocks, benefitting from the likely turnaround in consumption 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 .

Daniel discusses how 9 out of 10 US CPI releases this year have been “tail events”, and how investors should be positioned ahead of this. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Zhong speaks to Manpreet to look back at what we can learn from 2022, the key events next week that will most likely have an important role in shaping the 2023 outlook and a sneak preview of the team’s thinking about the 2023 Outlook   Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank...

Daniel discusses the short-term upside to the USD, what are the key drivers, and what are the next data points 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 .

Daniel discusses how momentum indicators are indicating that the Hang Seng Index is overstretched, and the levels where investors may consider buying on potential short-term pullbacks.  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 rising recession risks may affect default risks in the US, and the likely resilience from DM IG corporate bonds.  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 implications of latest non-farm payroll numbers, and why investors bought into the market dip. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Manpreet speaks to Fook Hien about whether it is worth chasing the rally in Asian and US equity markets, why we remain comfortable with high quality bonds despite recessionary credit quality risks and where we see tactical opportunities in FX markets today.  Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy,...

Daniel discusses the implications of Powell’s speech, and why it makes sense to rotate from US equities into multi-asset income and into 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 .

Daniel discusses the CSRC’s announcement of the third arrow in the Chinese property sector, and what investors should be doing with their investments in the 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 discusses the V-shape move in the Hang Seng Index yesterday, and the key levels to watch out for the rest of 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 .

Daniel discusses signs of a slowdown in US consumption and what strategies you should adopt in your investment portfolio  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Manpreet speaks to Rajat about whether the equity market rally has legs or is about to run out of steam, why we continue to favour income assets despite the easing in bond yields and where we see opportunities in FX markets today.  Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Raj...

Daniel discusses the latest FOMC minutes, and the case for adding to income assets. 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 investment opportunities in 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 discusses the potential pullback in risky assets, and why income assets continue to be attractive 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 .

Daniel highlights the tug-of-war that is going on in the USD, and why it may rebound over the next few weeks. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Manpreet speaks to Fook Hien about whether the market tide is turning, whether the USD has peaked, why we still like income assets and what to make of the storm in crypto assets.  Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Yap, Fook Hien, Senior Investment Strategist, WM Chief...

Daniel explains how US equities remain healthy at current levels, but Asia ex-Japan equities is likely to outperform. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel talks about the recent strong supporting package from the Chinese government, and what is our take 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 .

Daniel discusses the doubling in normal monthly volatility range in the Hang Seng index, and what levels investors may look to add or trim exposure in the index  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Today, Steve talks about the recent strong recovery in Asian equities, what it will take for this to be sustained and what are the factors to watch in the coming days.  Speaker: Steve Brice, Group Chief Investment Officer, 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 Abhilash about whether the sharp rally in equity markets after the inflation data release is sustainable, the possible market impact of mid-term US elections, our thoughts on Q3 European corporate earnings and why we still believe GBP remains in a downtrend. Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head...

In today’s edition of Cut to the Chase, Daniel discusses why US mid-term election results is unlikely to derail the medium-term positive thesis on the US energy sector. 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 Cut to the Chase, Daniel discusses the current action in the USD, and what factors may weaken 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 .