Standard Chartered Money Insights

Daniel discusses the key takeaways from the final FOMC for the year 2022, and how to position going into 2023.

Speaker:

• Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses slowing US consumer inflation, and why it makes sense to trim equity holdings and rotate into 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 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
• Han Zhong Liang, Investment Strategist, Standard Chartered Bank

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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

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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

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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

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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, Standard Chartered Bank
• Yap Fook Hien,  Senior Investment Strategist, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go.