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In the first CTTC podcast in 2026, Daniel Lam discusses how strong demand continues to support AI capital expenditures, which provides the backbone for our Overweight in global equities in 2026
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.
By Standard Chartered Bank5
44 ratings
In the first CTTC podcast in 2026, Daniel Lam discusses how strong demand continues to support AI capital expenditures, which provides the backbone for our Overweight in global equities in 2026
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.

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