Raymond reviews with Ray the performance of our recommendations since the release of our 2026 outlook and highlights key areas to monitor. They assess the AI theme and reaffirm an equity overweight in the US and Asia ex-Japan. The discussion also covers gold and concludes with comments on bonds.

You can read our latest Global Market Outlook today here.

Speakers: 

• Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank 
• Ray Heung, Senior Investment Officer,  Standard Chartered Bank 

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Daniel Lam discusses the solid non-farm payroll numbers, market reaction and the implications for 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 or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses the sharp underperformance of software stocks, especially vs. semiconductors, what are our thoughts and implications 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 Lam talks about the opportunity arising from the drop in prices in 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 Lam discusses the Japan House of Representatives’ election results, how Prime Minister Takaichi is now in a position to push through her agenda, and implications to 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.

Michelle talks to Rajat on the implications of investors’ positioning as global markets enter a more volatile phase where economic data, policy shifts and geopolitical events reshape investor sentiment.

You can read our latest Weekly Market View today here.

Speakers: 

• Michelle Kam, Investment Strategist,  Standard Chartered Bank 
• Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank 

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Daniel Lam discusses the rebound in US ISM Manufacturing Index, the subdued inflation trend, a likely supportive Fed and implications 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 Lam talks about how flows influence the moves in Silver and Gold, how it trickles to the other asset classes and how investors should approach the volatility in the markets.

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 Lam discusses the key highlights of the Indian Budget, why it supports risk assets, and how investors should be positioning themselves 

Speaker:
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel Lam talks about the extreme volatility in Gold through January 2026, what to expect in the near-term and the medium- to longer-term outlook.

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.